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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
9.74%
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
$12.6B
2
Vanguard Group
Vanguard Group
Pennsylvania
$15.8B
3
Morgan Stanley
Morgan Stanley
New York
$11.6B
4
ECM
Element Capital Management
New York
$954M
5
IL
Investure LLC
Virginia
$938M

Top Sellers

1
SFC
Strategic Financial Concepts
Texas
$8.44M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$749M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$0
4
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
$698M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$585M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
151
Savant Capital
Illinois
$166M +$14.5M +27,427 +10%
BCWM
152
Bartlett & Co Wealth Management
Ohio
$166M +$32.2M +60,892 +24%
OIA
153
OneDigital Investment Advisors
Kansas
$165M +$13.7M +25,885 +9%
FAFC
154
First American Financial Corporation
California
$164M – – –
IC
155
IEQ Capital
California
$164M +$7.43M +14,080 +5%
FWTB
156
First Western Trust Bank
Colorado
$163M -$15.5M -29,280 -9%
CCM
157
Coldstream Capital Management
Washington
$160M +$7.32M +13,859 +5%
AFG
158
Albion Financial Group
Utah
$159M -$783K -1,484 -0.5%
PAG
159
Private Advisor Group
New Jersey
$158M +$5.09M +9,647 +3%
ECG
160
Edge Capital Group
Georgia
$154M +$880K +1,668 +0.6%
MIM
161
Monashee Investment Management
Massachusetts
$154M – – –
GWS
162
Glassman Wealth Services
Virginia
$154M +$2.28M +4,312 +2%
TLIC
163
Taiyo Life Insurance Company
Japan
$153M – – –
Brown Advisory
164
Brown Advisory
Maryland
$152M +$8.29M +15,708 +6%
Victory Capital Management
165
Victory Capital Management
Texas
$151M -$6.56M -12,440 -4%
ST
166
Sageworth Trust
Pennsylvania
$151M +$19.9M +37,652 +15%
KAH
167
Kathryn A. Hall
$149M +$29.7M +56,312 +25%
OCG
168
Opus Capital Group
Ohio
$147M +$9.3M +17,621 +7%
HI
169
Harbour Investments
Wisconsin
$146M +$1.1M +2,081 +0.8%
AF
170
Alerus Financial
North Dakota
$146M -$5.2M -9,850 -3%
WFAG
171
Wescott Financial Advisory Group
Pennsylvania
$146M +$8.97K +17 +0%
HR
172
Hardy Reed
Mississippi
$144M -$803K -1,521 -0.6%
HI
173
Human Investing
Oregon
$144M +$687K +1,301 +0.5%
RJT
174
Raymond James Trust
Florida
$142M +$10.6M +20,067 +8%
FMWA
175
Forvis Mazars Wealth Advisors
Missouri
$138M +$8.55M +16,210 +7%
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