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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 %
ITIM
1626
Indiana Trust & Investment Management
Indiana
$1.79M -$30.6K -58 -2%
AGWCA
1627
Annis Gardner Whiting Capital Advisors
Florida
$1.78M +$14.3K +27 +0.8%
APP
1628
Avantax Planning Partners
Iowa
$1.78M +$180K +341 +11%
HDIM
1629
Hanson & Doremus Investment Management
Vermont
$1.78M – – –
LRIA
1630
Leonard Rickey Investment Advisors
Washington
$1.77M +$16.4K +31 +0.9%
CA
1631
Calton & Associates
Florida
$1.77M +$454K +861 +34%
NC
1632
Napatree Capital
Rhode Island
$1.77M -$17.9K -34 -1%
LS
1633
Leelyn Smith
Illinois
$1.76M -$1.22M -2,305 -41%
CC
1634
Copperleaf Capital
North Carolina
$1.76M -$53.3K -101 -3%
ST
1635
Spinnaker Trust
Maine
$1.76M +$165K +312 +10%
BB
1636
Busey Bank
Illinois
$1.76M – – –
CB
1637
Chris Bulman
California
$1.76M +$1.09M +2,063 +163%
WE
1638
Wealth Effects
Massachusetts
$1.75M +$9.5K +18 +0.5%
AW
1639
Alaethes Wealth
Nevada
$1.74M +$1.27M +2,397 +268%
PWS
1640
Peterson Wealth Services
Utah
$1.74M +$13.2K +25 +0.8%
D
1641
Diversified
Delaware
$1.74M -$39K -74 -2%
MCM
1642
MontVue Capital Management
Virginia
$1.74M +$341K +647 +24%
DE
1643
Diversified Enterprises
Delaware
$1.74M +$1.74M +3,298 New
WCM
1644
Washburn Capital Management
Florida
$1.74M +$79.2K +150 +5%
RFS
1645
Retirement Financial Solutions
Tennessee
$1.74M +$45.4K +86 +3%
IF
1646
Intrua Financial
Texas
$1.73M +$280K +530 +19%
CFP
1647
Curran Financial Partners
South Carolina
$1.72M +$262K +497 +18%
1CP
1648
17 Capital Partners
Arizona
$1.72M +$97.1K +184 +6%
OWM
1649
Orgel Wealth Management
Wisconsin
$1.72M +$46.4K +88 +3%
ECA
1650
Elevated Capital Advisors
Utah
$1.72M +$560K +1,062 +49%
64 65
66
67 68