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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 %
BI
1376
Berkeley Inc
Idaho
$2.7M -$86.5K -173 -3%
AWMNH
1377
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.7M -$152K -303 -5%
DFC
1378
DBK Financial Counsel
Ohio
$2.69M -$36.5K -73 -1%
VR
1379
Valued Retirements
Texas
$2.67M +$270K +539 +11%
FNC
1380
First National Corp
Massachusetts
$2.66M -$2.19M -4,383 -45%
KPWG
1381
KFA Private Wealth Group
Virginia
$2.66M -$2.54M -5,071 -49%
BC
1382
Bakala Capital
South Carolina
$2.66M +$362K +724 +16%
FFWA
1383
Forthright Family Wealth Advisory
Texas
$2.66M -$48.5K -97 -2%
TWM
1384
Tradition Wealth Management
Minnesota
$2.65M +$293K +585 +12%
CAG
1385
Compass Advisory Group
New York
$2.63M -$254K -506 -9%
HA
1386
Hanover Advisors
South Carolina
$2.63M +$108K +216 +4%
ZIM
1387
Zacks Investment Management
Illinois
$2.63M +$56K +112 +2%
TIM
1388
Tortoise Investment Management
New York
$2.62M +$3.5K +7 +0.1%
WA
1389
Waddell & Associates
Tennessee
$2.62M -$14.5K -29 -0.6%
OAM
1390
Occidental Asset Management
California
$2.62M -$367K -733 -12%
LWM
1391
LongView Wealth Management
Georgia
$2.61M +$311K +622 +14%
ORG
1392
Optimist Retirement Group
Washington
$2.59M -$64K -128 -2%
VCM
1393
Violich Capital Management
California
$2.59M +$253K +505 +11%
LIWM
1394
Long Island Wealth Management
New York
$2.58M – – –
FC
1395
Financial Council
Maryland
$2.58M – – –
MBTD
1396
Mechanics Bank - Trust Department
California
$2.57M – – –
TRCT
1397
Tower Research Capital (TRC)
New York
$2.57M -$1.22M -2,433 -32%
DFC
1398
DB Fitzpatrick & Co
Idaho
$2.57M +$28K +56 +1%
MFWP
1399
Mosaic Family Wealth Partners
Missouri
$2.56M +$2.56M +5,124 New
PPWM
1400
Paragon Private Wealth Management
Kentucky
$2.55M -$230K -460 -8%
54 55
56
57 58