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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 %
PWA
1201
Primoris Wealth Advisors
Florida
$4.58M +$106K +203 +2%
LWM
1202
Liberty Wealth Management
California
$4.57M -$138M -260,851 -97%
SPWM
1203
Schrum Private Wealth Management
Florida
$4.57M +$2.34M +4,429 +105%
PCH
1204
PGIM Custom Harvest
New Jersey
$4.57M +$1.18M +2,238 +35%
KA
1205
Klingman & Associates
New York
$4.55M +$15.8K +30 +0.3%
CKAIS
1206
Christensen King & Associates Investment Services
Washington
$4.54M +$192K +363 +4%
SWM
1207
Sagace Wealth Management
Florida
$4.53M +$102K +190 +2%
MWM
1208
Merriman Wealth Management
Washington
$4.52M -$80.4K -152 -2%
SEIA
1209
Signature Estate & Investment Advisors
California
$4.51M +$124K +235 +3%
JGUA
1210
John G. Ullman & Associates
New York
$4.49M +$110K +208 +3%
JGIA
1211
Jackson Grant Investment Advisers
Connecticut
$4.49M +$453K +858 +11%
BCM
1212
BTC Capital Management
Iowa
$4.49M – – –
ACM
1213
Advisors Capital Management
New Jersey
$4.48M +$188K +356 +4%
CFS
1214
CRA Financial Services
New Jersey
$4.46M +$1.59M +3,019 +56%
RIM
1215
RW Investment Management
Idaho
$4.46M +$641K +1,215 +17%
WPP
1216
Whalerock Point Partners
Rhode Island
$4.46M – – –
A
1217
Allianz
Germany
$4.45M -$47.3M -89,685 -91%
TWP
1218
TFO Wealth Partners
Ohio
$4.45M +$15.3K +29 +0.3%
WG
1219
Welch Group
Alabama
$4.43M -$21.1K -40 -0.5%
BMA
1220
Brooks Moore & Associates
Tennessee
$4.42M +$57.5K +109 +1%
VCM
1221
Vivaldi Capital Management
Illinois
$4.41M -$271K -514 -6%
IP
1222
Ignite Planners
California
$4.41M -$7.91K -15 -0.2%
ATPW
1223
Ashton Thomas Private Wealth
Arizona
$4.4M +$1.01M +1,905 +30%
PAG
1224
Private Advisory Group
Washington
$4.38M -$308K -584 -7%
RWM
1225
RKL Wealth Management
Pennsylvania
$4.38M +$66.5K +126 +2%
47 48
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