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Vanguard S&P 500 ETF
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Overview Fund Activity

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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.52B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.27B
3
Morgan Stanley
Morgan Stanley
New York
+$1.12B
4
ECM
Element Capital Management
New York
+$954M
5
IL
Investure LLC
Virginia
+$560M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
-$3.82B
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$1.34B
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$724M
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
-$647M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$335M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
976
Westfuller Advisors
New York
$7.65M +$7.65M +14,455 New
MAM
977
Marotta Asset Management
Virginia
$7.61M -$524K -993 -6%
TC
978
Trilogy Capital
California
$7.6M +$294K +557 +4%
NSAM
979
North Star Asset Management
Wisconsin
$7.59M -$947K -1,794 -11%
GWMR
980
GC Wealth Management RIA
Massachusetts
$7.58M -$1.02M -1,938 -12%
NAMP
981
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$7.57M +$470K +890 +7%
BAG
982
Bridgewealth Advisory Group
California
$7.42M +$26.4K +50 +0.4%
DDC
983
DF Dent & Co
Maryland
$7.41M – – –
TPWA
984
TRUE Private Wealth Advisors
Oregon
$7.41M -$3.19M -6,049 -30%
TWM
985
Tanager Wealth Management
United Kingdom
$7.41M -$315K -596 -4%
KWAG
986
Kiely Wealth Advisory Group
North Carolina
$7.37M +$1.09M +1,990 +17%
SIC
987
Salem Investment Counselors
North Carolina
$7.36M +$108K +204 +1%
PP
988
Patten & Patten
Tennessee
$7.35M +$21.1K +40 +0.3%
RWP
989
Ridgecrest Wealth Partners
California
$7.35M +$293K +556 +4%
SMG
990
Smart Money Group
Texas
$7.35M -$170K -326 -2%
BMD
991
Better Money Decisions
New Mexico
$7.34M -$113K -214 -2%
CPC
992
Consolidated Planning Corp
Georgia
$7.32M -$398K -755 -5%
GFS
993
GYL Financial Synergies
Connecticut
$7.32M +$264K +501 +4%
CFD
994
Creative Financial Designs
Indiana
$7.27M -$35.9K -68 -0.5%
COI
995
Connable Office Inc
Michigan
$7.26M +$48.5K +92 +0.7%
WB
996
West Bancorporation
Iowa
$7.24M +$1.84M +3,489 +34%
PL
997
Parthenon LLC
Kentucky
$7.21M +$512K +970 +8%
CM
998
Columbus Macro
Pennsylvania
$7.19M – – –
MFS
999
Monetta Financial Services
Illinois
$7.12M – – –
LSIA
1000
LaSalle St. Investment Advisors
Illinois
$7.1M +$452K +856 +7%
38 39
40
41 42