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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 %
PWP
1401
Principle Wealth Partners
Connecticut
$2.55M -$25.5K -51 -1%
1WA
1402
180 Wealth Advisors
Washington
$2.54M +$634K +1,239 +33%
PRA
1403
Pine Ridge Advisers
New York
$2.54M +$2.54M +5,075 New
OCM
1404
Osterweis Capital Management
California
$2.52M -$674K – –
AI
1405
Accredited Investors
Minnesota
$2.52M -$70.5K -141 -3%
GCM
1406
Gallacher Capital Management
Colorado
$2.51M -$34.5K -69 -1%
AWM
1407
Aspire Wealth Management
Massachusetts
$2.51M +$33.5K +67 +1%
MWA
1408
Monograph Wealth Advisors
California
$2.5M – – –
TWA
1409
TCI Wealth Advisors
Arizona
$2.5M -$518K -1,035 -17%
SFC
1410
Strategic Financial Concepts
Texas
$2.49M +$2.48M +7,230,409 +32,889%
HSWM
1411
Hubbell Strickland Wealth Management
Louisiana
$2.49M +$8K +16 +0.3%
JIP
1412
Jaffetilchin Investment Partners
Florida
$2.49M +$13.5K +27 +0.5%
RJTCONH
1413
Raymond James Trust Company of New Hampshire
New Hampshire
$2.48M -$99.5K -199 -4%
TYCC
1414
Texas Yale Capital Corp
Florida
$2.48M +$6.5K +13 +0.3%
AI
1415
Arrien Investments
Idaho
$2.47M -$127K -254 -5%
XS
1416
XR Securities
Illinois
$2.46M +$166K +332 +7%
SWM
1417
Stockman Wealth Management
Montana
$2.46M +$52K +104 +2%
TNAM
1418
Terra Nova Asset Management
New York
$2.45M +$170K +339 +7%
ACM
1419
Armbruster Capital Management
New York
$2.45M +$2.45M +4,895 New
MPWT
1420
MassMutual Private Wealth & Trust
Connecticut
$2.45M +$158K +316 +7%
TDC
1421
Thompson Davis & Co
Virginia
$2.44M +$122K +243 +5%
VAF
1422
Values Added Financial
District of Columbia
$2.44M +$4.5K +9 +0.2%
AWM
1423
Accel Wealth Management
Iowa
$2.44M -$37K -74 -1%
BPWM
1424
Badgley Phelps Wealth Managers
Washington
$2.42M -$169K -337 -7%
AWP
1425
Ascent Wealth Partners
New York
$2.42M +$521K +1,042 +28%
55 56
57
58 59