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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 %
HCM
1651
Hengehold Capital Management
Ohio
$1.71M +$144K +272 +9%
FRA
1652
Frank Rimerman Advisors
California
$1.71M – – –
AA
1653
Alesco Advisors
New York
$1.69M +$3.17K +6 +0.2%
ACP
1654
Aviance Capital Partners
Florida
$1.69M +$170K +322 +11%
ABWM
1655
Alpine Bank Wealth Management
Colorado
$1.69M +$1.69M +3,201 New
SI
1656
Stonekeep Investments
New Mexico
$1.68M +$106K +201 +7%
RTC
1657
Riverview Trust Company
Washington
$1.68M +$42.2K +80 +3%
CIAS
1658
CFS Investment Advisory Services
New Jersey
$1.68M -$38.5K -73 -2%
FWM
1659
Fortress Wealth Management
California
$1.67M – – –
PSP
1660
Principal Street Partners
Tennessee
$1.67M -$41.5K -83 -2%
HCM
1661
HMS Capital Management
Tennessee
$1.66M – – –
OAS
1662
Optivise Advisory Services
Tennessee
$1.66M +$2.11K +4 +0.1%
NCM
1663
Novare Capital Management
North Carolina
$1.66M +$14.2K +27 +0.9%
JPG
1664
Jordan Park Group
California
$1.66M +$1.66M +3,142 New
IAS
1665
Investment Advisory Services
Texas
$1.66M -$34.3K -65 -2%
KCPG
1666
Kavar Capital Partners Group
Kansas
$1.65M +$15.3K +29 +0.9%
PCMC
1667
Planning Capital Management Corporation
Pennsylvania
$1.65M -$834K -1,580 -34%
AFA
1668
AA Financial Advisors
Ohio
$1.65M -$19.5K -37 -1%
TNBTD
1669
Trustmark National Bank Trust Department
Mississippi
$1.65M – – –
WAM
1670
Weinberger Asset Management
California
$1.65M -$4.22K -8 -0.3%
SFPG
1671
Stonebridge Financial Planning Group
Florida
$1.64M -$194K -368 -11%
TCWM
1672
Total Clarity Wealth Management
Illinois
$1.64M +$35.4K +67 +2%
BSTWA
1673
Blake Schutter Theil Wealth Advisors
Ohio
$1.64M +$1.64M +3,113 New
PWM
1674
PBMares Wealth Management
Virginia
$1.64M +$249K +472 +18%
XF
1675
XML Financial
Maryland
$1.64M +$716K +1,356 +77%
65 66
67
68 69