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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 %
PIA
1476
Perennial Investment Advisors
California
$2.15M +$10K +20 +0.5%
SSB
1477
Sandy Spring Bank
Maryland
$2.14M +$661K +1,321 +45%
SIS
1478
Sound Income Strategies
Florida
$2.14M +$52K +104 +2%
RIS
1479
Retirement Income Solutions
Michigan
$2.13M -$116K -232 -5%
VF
1480
VitalStone Financial
Texas
$2.13M +$651K +1,301 +44%
UAG
1481
United Advisor Group
Ohio
$2.13M +$1.03M +2,065 +94%
LWCFA
1482
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.12M +$1.29M +2,490 +156%
MWA
1483
Martel Wealth Advisors
Washington
$2.12M -$175K -350 -8%
CANC
1484
Culbertson A N & Co
Virginia
$2.12M +$39.5K +79 +2%
SPWM
1485
Schrum Private Wealth Management
Florida
$2.12M +$522K +1,044 +33%
CAM
1486
Clark Asset Management
New Hampshire
$2.11M +$980K +1,960 +87%
WCG
1487
Weaver Consulting Group
California
$2.1M -$127K -254 -6%
EI
1488
Ellevest Inc
New York
$2.1M +$320K +640 +18%
SLC
1489
Second Line Capital
Louisiana
$2.1M -$13.6K -27 -0.6%
IAG
1490
Investment Advisory Group
Massachusetts
$2.1M +$21.5K +43 +1%
BIA
1491
Bell Investment Advisors
California
$2.09M -$516K -1,032 -20%
VC
1492
Veery Capital
Delaware
$2.09M +$15K +30 +0.7%
EGA
1493
E&G Advisors
Texas
$2.09M – – –
MCWS
1494
McKinley Carter Wealth Services
West Virginia
$2.08M +$64.5K +129 +3%
RWP
1495
Revolve Wealth Partners
New Jersey
$2.08M -$47K -94 -2%
BWA
1496
Burt Wealth Advisors
Maryland
$2.08M – – –
FIM
1497
Freedom Investment Management
Connecticut
$2.06M -$61.5K -123 -3%
MW
1498
Members Wealth
Pennsylvania
$2.05M +$2.05M +3,592 New
MBT
1499
Montecito Bank & Trust
California
$2.05M -$258K -515 -11%
WP
1500
WMS Partners
Maryland
$2.04M -$65K -130 -3%
58 59
60
61 62