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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 %
CWM
1601
CIBC World Markets
New York
$1.62M -$39K -78 -2%
NWM
1602
Northwest Wealth Management
Iowa
$1.61M -$127K -254 -7%
RFS
1603
Retirement Financial Solutions
Tennessee
$1.61M -$3.5K -7 -0.2%
AAS
1604
Annex Advisory Services
Wisconsin
$1.6M +$12.5K +25 +0.8%
IAS
1605
Investment Advisory Services
Texas
$1.6M +$130K +260 +9%
AA
1606
Alesco Advisors
New York
$1.6M -$7K -14 -0.4%
JWM
1607
Jessup Wealth Management
Ohio
$1.6M -$43K -86 -3%
FWM
1608
Fortress Wealth Management
California
$1.59M – – –
OWM
1609
Orgel Wealth Management
Wisconsin
$1.59M +$68.5K +137 +5%
AFA
1610
AA Financial Advisors
Ohio
$1.58M +$136K +271 +9%
FCB
1611
First County Bank
Connecticut
$1.58M -$95.5K -191 -6%
HCM
1612
HMS Capital Management
Tennessee
$1.58M – – –
OAS
1613
Optivise Advisory Services
Tennessee
$1.58M +$1.58M +3,150 New
BFA
1614
Beacon Financial Advisory
Ohio
$1.57M +$148K +296 +10%
WCM
1615
Washburn Capital Management
Florida
$1.57M +$756K +1,511 +92%
DIP
1616
DT Investment Partners
Pennsylvania
$1.56M +$11K +22 +0.7%
WAM
1617
Weinberger Asset Management
California
$1.56M – – –
HS
1618
Horan Securities
United States
$1.56M -$45K -90 -3%
TNBTD
1619
Trustmark National Bank Trust Department
Mississippi
$1.56M +$262K +524 +20%
NCM
1620
Novare Capital Management
North Carolina
$1.56M -$20.5K -41 -1%
KCPG
1621
Kavar Capital Partners Group
Kansas
$1.55M +$153K +306 +11%
RTC
1622
Riverview Trust Company
Washington
$1.55M -$13K -26 -0.8%
SA
1623
Sunesis Advisors
Kansas
$1.55M – – –
GIA
1624
Guyasuta Investment Advisors
Pennsylvania
$1.55M – – –
HWA
1625
HHM Wealth Advisors
Tennessee
$1.55M +$157K +313 +11%
63 64
65
66 67