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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 %
KC
1076
Kinloch Capital
Virginia
$5.43M +$65.5K +131 +1%
NAG
1077
Northstar Advisory Group
New Jersey
$5.38M +$12.5K +25 +0.2%
MSS
1078
Mitchell Sinkler & Starr
Pennsylvania
$5.36M +$575K +1,136 +12%
PWMAG
1079
Pinnacle Wealth Management Advisory Group
New Jersey
$5.35M +$839K +1,678 +19%
FFG
1080
Frisch Financial Group
New York
$5.35M +$1.2M +2,403 +29%
WW
1081
Waterfront Wealth
Kansas
$5.35M -$225K -450 -4%
TCA
1082
Transcend Capital Advisors
New Jersey
$5.31M -$395K -789 -7%
EFA
1083
Evernest Financial Advisors
Indiana
$5.31M +$6K +12 +0.1%
S
1084
Sunpointe
Missouri
$5.3M +$2.51M +4,993 +90%
Chevy Chase Trust
1085
Chevy Chase Trust
Maryland
$5.3M +$542K +1,083 +11%
CCB
1086
Cutter & Co Brokerage
Missouri
$5.3M -$43K -86 -0.8%
WWA
1087
WCG Wealth Advisors
Nevada
$5.28M +$5.28M +10,551 New
DA
1088
Detalus Advisors
Missouri
$5.27M +$7K +14 +0.1%
SIA
1089
Soltis Investment Advisors
Utah
$5.27M -$390K -780 -7%
KWS
1090
Keystone Wealth Services
California
$5.25M -$128K -256 -2%
BCMLT
1091
Beacon Capital Management LLC (Tennessee)
Tennessee
$5.25M +$181K +362 +4%
WAG
1092
Wiser Advisor Group
Arizona
$5.24M -$11.5K -23 -0.2%
MCM
1093
Mattern Capital Management
Colorado
$5.24M – – –
SI
1094
Saxon Interests
Texas
$5.24M -$29.5K -59 -0.6%
MP
1095
McDonald Partners
Ohio
$5.22M – – –
AFO
1096
Arrowroot Family Office
California
$5.21M -$520K -1,039 -9%
CFO
1097
Custos Family Office
Texas
$5.2M +$4.64M +9,270 +820%
PS
1098
Principal Securities
Iowa
$5.2M +$898K +1,796 +21%
OFS
1099
Orrstown Financial Services
Pennsylvania
$5.2M -$77K -154 -1%
FA
1100
Fermata Advisors
California
$5.16M +$137K +273 +3%
42 43
44
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