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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 %
HBS
1601
Howard Bailey Securities
Indiana
$1.87M +$1.87M +3,550 New
WA
1602
Wealth Architects
California
$1.87M -$4.22K -8 -0.2%
OWM
1603
OneAscent Wealth Management
Alabama
$1.87M +$1.87M +3,533 New
RDWM
1604
Red Door Wealth Management
Tennessee
$1.87M +$621K +1,176 +50%
EWM
1605
Executive Wealth Management
Michigan
$1.86M +$1.86M +3,533 New
FF
1606
Farnam Financial
Arizona
$1.86M +$1.86M +3,516 New
VBWMG
1607
Von Berge Wealth Management Group
California
$1.85M -$331K -610 -15%
JFGIW
1608
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.85M +$105K +199 +6%
AIA
1609
Accelerate Investment Advisors
California
$1.85M +$1.85M +3,500 New
RGC
1610
Roberts, Glore & Co
Illinois
$1.84M -$32.7K -62 -2%
CAAS
1611
Capital Asset Advisory Services
Michigan
$1.83M +$113K +214 +7%
SL
1612
Sentinus LLC
Illinois
$1.83M +$13.7K +26 +0.8%
CWA
1613
Clearview Wealth Advisors
Oregon
$1.83M -$63.3K -120 -3%
HSG
1614
Helen Stephens Group
Texas
$1.82M +$55.4K +105 +3%
CW
1615
Channel Wealth
California
$1.82M -$285K -541 -14%
AWM
1616
Alterna Wealth Management
Texas
$1.82M +$949K +1,799 +109%
NRC
1617
New Republic Capital
North Carolina
$1.81M +$1.06K +2 +0.1%
AWM
1618
Ameliora Wealth Management
Switzerland
$1.81M +$952K +1,805 +111%
NCM
1619
Narwhal Capital Management
Georgia
$1.81M +$1.81M +3,428 New
TPA
1620
Trivium Point Advisory
Connecticut
$1.81M -$164K -299 -8%
FCM
1621
Fortis Capital Management
Washington
$1.8M -$47.5K -90 -3%
HKAM
1622
Horizon Kinetics Asset Management
New York
$1.79M -$21.1K -40 -1%
AT
1623
Arlington Trust
Alabama
$1.79M +$502K +952 +39%
DCM
1624
Donaldson Capital Management
Indiana
$1.79M +$479K +907 +36%
BBNB
1625
Baker Boyer National Bank
Washington
$1.79M +$46.4K +88 +3%
63 64
65
66 67