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Vanguard S&P 500 ETF

2,912 hedge funds and large institutions have $199B invested in Vanguard S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 211 funds opening new positions, 1,435 increasing their positions, 881 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,912
Holders Change
+100
Holders Change %
+3.56%
% of All Funds
42.12%
Holding in Top 10
673
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.66%
% of All Funds
9.73%
New
211
Increased
1,435
Reduced
881
Closed
75
Calls
$1.45B
Puts
$1.75B
Net Calls
-$302M
Net Calls Change
-$257M
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
901
Activest Wealth Management
Florida
$9.19M -$1.47M -2,782 -14%
Financial Engines Advisors
902
Financial Engines Advisors
California
$9.16M -$342K -647 -4%
TWM
903
Thrive Wealth Management
Pennsylvania
$9.15M -$54.9K -104 -0.6%
TCM
904
TD Capital Management
Tennessee
$9.12M +$73.9K +140 +0.8%
TF
905
Tudor Financial
Ohio
$9.08M +$9.08M +17,198 New
AFGAS
906
Allegiance Financial Group Advisory Services
Virginia
$9.06M -$314K -596 -3%
Empower Advisory Group
907
Empower Advisory Group
Colorado
$9.03M +$683K +1,295 +8%
MHIC
908
Marble Harbor Investment Counsel
Massachusetts
$9.02M
PIM
909
Pullen Investment Management
Florida
$9.02M -$32.2K -61 -0.4%
SFMG
910
Sage Financial Management Group
Virginia
$8.94M +$8.94M +16,936 New
CSIC
911
Clifford Swan Investment Counsel
California
$8.88M -$30.1K -57 -0.3%
LWM
912
Luminvest Wealth Management
Arizona
$8.84M -$12.8K -24 -0.1%
WLIM
913
White Lighthouse Investment Management
Massachusetts
$8.83M +$551K +1,045 +7%
CCMG
914
Clark Capital Management Group
Pennsylvania
$8.82M +$98.1K +186 +1%
EA
915
Enclave Advisors
Texas
$8.81M +$8.81M +16,691 New
NEPWA
916
New England Private Wealth Advisors
Massachusetts
$8.8M +$74.4K +141 +0.9%
NWA
917
Navis Wealth Advisors
New York
$8.79M
C
918
Certuity
Florida
$8.78M -$1.04M -1,978 -11%
LNWWM
919
Laird Norton Wetherby Wealth Management
California
$8.78M -$951K -1,803 -10%
RCIM
920
Red Cedar Investment Management
Michigan
$8.73M
AGP
921
Autumn Glory Partners
Texas
$8.72M -$158K -300 -2%
NF
922
NavPoint Financial
Minnesota
$8.68M +$36.9K +70 +0.4%
DWM
923
Dakota Wealth Management
Florida
$8.67M +$573K +1,085 +7%
FFWM
924
Future Financial Wealth Management
Ohio
$8.64M +$350K +663 +4%
Lazard Asset Management
925
Lazard Asset Management
New York
$8.56M +$249K +472 +3%