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Vanguard S&P 500 ETF
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Overview Fund Activity

2,812 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 202 funds opening new positions, 1,286 increasing their positions, 910 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,812
Holders Change
+75
Holders Change %
+2.74%
% of All Funds
40.9%
Holding in Top 10
662
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+3.76%
% of All Funds
9.63%
New
202
Increased
1,286
Reduced
910
Closed
89
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$3.61B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.1B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$787M
4
Charles Schwab
Charles Schwab
California
+$585M
5
CA
Clearstead Advisors
Ohio
+$348M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$1.7B
2
SGCA
Steel Grove Capital Advisors
Tennessee
-$1.57B
3
Wolverine Trading
Wolverine Trading
Illinois
-$944M
4
KAM
Kensington Asset Management
Texas
-$452M
5
Marshall Wace
Marshall Wace
United Kingdom
-$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMWM
901
Whitaker-Myers Wealth Managers
Ohio
$8.22M +$279K +558 +4%
MSFS
902
Main Street Financial Solutions
Pennsylvania
$8.21M +$737K +1,474 +10%
NF
903
NavPoint Financial
Minnesota
$8.19M +$53.5K +107 +0.7%
GWMR
904
GC Wealth Management RIA
Massachusetts
$8.15M +$1.46M +2,920 +22%
FFA
905
First Foundation Advisors
California
$8.11M -$150K -299 -2%
NSAM
906
North Star Asset Management
Wisconsin
$8.09M -$5.41M -10,826 -40%
RWM
907
Rockwood Wealth Management
Pennsylvania
$8.01M +$177K +354 +2%
ESB
908
Essex Savings Bank
Connecticut
$7.96M +$414K +828 +5%
HIMC
909
Heritage Investors Management Corp
Maryland
$7.95M -$89.5K -179 -1%
CAG
910
Csenge Advisory Group
Florida
$7.92M -$392K -783 -5%
P
911
Pitcairn
Pennsylvania
$7.92M +$162K +324 +2%
Empower Advisory Group
912
Empower Advisory Group
Colorado
$7.91M -$925K -1,850 -10%
RIL
913
Rothschild Investment LLC
Illinois
$7.89M +$228K +455 +3%
NB
914
Nicolet Bankshares
Wisconsin
$7.88M +$1.5M +3,009 +24%
Lazard Asset Management
915
Lazard Asset Management
New York
$7.88M -$596K -1,192 -7%
ACI
916
Alpha Cubed Investments
California
$7.87M -$215K -429 -3%
FFWM
917
Future Financial Wealth Management
Ohio
$7.86M -$285K -569 -3%
SYBT
918
Stock Yards Bank & Trust
Kentucky
$7.85M +$57.5K +115 +0.7%
WLIM
919
White Lighthouse Investment Management
Massachusetts
$7.84M -$126K -252 -2%
LCWP
920
Legacy Capital Wealth Partners
Arkansas
$7.84M +$7.84M +15,670 New
MWA
921
Midland Wealth Advisors
Illinois
$7.83M +$342K +683 +5%
CT
922
Coastline Trust
Rhode Island
$7.82M +$826K +1,651 +12%
CPWM
923
Cypress Point Wealth Management
Texas
$7.82M +$642K +1,284 +9%
OC
924
Oarsman Capital
Wisconsin
$7.82M +$3.47M +6,930 +80%
OA
925
Operose Advisors
Wisconsin
$7.78M +$183K +366 +2%
35 36
37
38 39