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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 %
MWA
1526
Martel Wealth Advisors
Washington
$2.23M -$6.85K -13 -0.3%
DWM
1527
Drive Wealth Management
Utah
$2.23M +$134K +254 +6%
BIA
1528
Bell Investment Advisors
California
$2.2M -$1.06K -2 -0%
NFP
1529
Narus Financial Partners
Utah
$2.2M +$91.8K +174 +4%
QC
1530
Quadrature Capital
United Kingdom
$2.19M +$2.19M +4,162 New
CPCM
1531
Cardinal Point Capital Management
Ontario, Canada
$2.19M -$86.3K -163 -4%
CANC
1532
Culbertson A N & Co
Virginia
$2.19M -$44.9K -85 -2%
9WM
1533
9258 Wealth Management
Ohio
$2.19M -$85K -161 -4%
WAM
1534
Wakefield Asset Management
Colorado
$2.19M -$4.2M -7,960 -66%
AAS
1535
Annex Advisory Services
Wisconsin
$2.19M +$494K +937 +29%
EF
1536
Empowered Funds
Pennsylvania
$2.19M -$27.2M -51,616 -93%
BMM
1537
Buffington Mohr McNeal
Idaho
$2.18M +$152K +288 +7%
LWCFA
1538
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.18M – – –
GHA
1539
GW Henssler & Associates
Georgia
$2.17M +$57K +108 +3%
FSWA
1540
Financial Synergies Wealth Advisors
Texas
$2.17M +$15.3K +29 +0.7%
FIM
1541
Freedom Investment Management
Connecticut
$2.15M -$28K -53 -1%
BWA
1542
Burt Wealth Advisors
Maryland
$2.14M -$48.5K -92 -2%
PFS
1543
Prospect Financial Services
New York
$2.14M +$1.05M +1,987 +96%
LW
1544
Linscomb Wealth
Texas
$2.13M -$142K -269 -6%
JC
1545
JB Capital
Connecticut
$2.13M +$145K +275 +7%
BW
1546
BIP Wealth
Georgia
$2.12M +$407K +772 +24%
SIMG
1547
Sonora Investment Management Group
Arizona
$2.11M -$34.3K -65 -2%
LWMM
1548
Legacy Wealth Management (Mississippi)
Mississippi
$2.11M +$48K +91 +2%
ZIG
1549
Zullo Investment Group
Pennsylvania
$2.11M – – –
PBK
1550
Peoples Bank (Kansas)
Kansas
$2.1M -$18.5K -35 -0.9%
60 61
62
63 64