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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 %
WDL
1176
Well Done LLC
Michigan
$4.31M -$291K -581 -6%
KA
1177
Klingman & Associates
New York
$4.3M +$82.5K +165 +2%
LI
1178
Louisbourg Investments
New Brunswick, Canada
$4.3M +$280K +559 +7%
PWA
1179
Primoris Wealth Advisors
Florida
$4.29M +$361K +722 +9%
QWM
1180
Quadcap Wealth Management
Texas
$4.28M +$1.97M +3,931 +85%
MFG
1181
Magnus Financial Group
New York
$4.27M +$914K +1,828 +27%
ES
1182
Eagle Strategies
New York
$4.27M -$37.6M -75,203 -90%
IP
1183
Ignite Planners
California
$4.26M +$39.3K +77 +0.9%
LWM
1184
Liberty Wealth Management
California
$4.26M +$4.12M +260,474 +2,880%
BCM
1185
BTC Capital Management
Iowa
$4.25M – – –
SC
1186
Syon Capital
California
$4.23M – – –
AWA
1187
Aaron Wealth Advisors
Illinois
$4.23M +$2.24M +4,486 +113%
WPP
1188
Whalerock Point Partners
Rhode Island
$4.22M +$77K +154 +2%
WG
1189
Welch Group
Alabama
$4.21M +$33K +66 +0.8%
SWM
1190
Sagace Wealth Management
Florida
$4.21M +$4.21M +8,253 New
KWA
1191
Kingswood Wealth Advisors
California
$4.2M +$1.29M +2,589 +45%
TWP
1192
TFO Wealth Partners
Ohio
$4.2M – – –
CA
1193
Continuum Advisory
Idaho
$4.2M +$271K +542 +7%
SEIA
1194
Signature Estate & Investment Advisors
California
$4.15M +$3.55M +7,100 +590%
JGUA
1195
John G. Ullman & Associates
New York
$4.15M -$127K -254 -3%
BMA
1196
Brooks Moore & Associates
Tennessee
$4.14M -$66K -132 -2%
CCA
1197
Clarity Capital Advisors
Florida
$4.13M +$38.5K +77 +0.9%
CKAIS
1198
Christensen King & Associates Investment Services
Washington
$4.13M +$380K +759 +10%
SC
1199
Sawyer & Company
Massachusetts
$4.13M +$1.02M +2,041 +33%
CWM
1200
Capital Wealth Management
Rhode Island
$4.12M -$24K -48 -0.6%
46 47
48
49 50