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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 %
EFN
1751
Equita Financial Network
Pennsylvania
$1.41M +$520K +986 +58%
CT
1752
Clearstead Trust
Maine
$1.41M +$42.7K +81 +3%
AA
1753
Apriem Advisors
California
$1.41M -$2.64K -5 -0.2%
BFA
1754
Bragg Financial Advisors
North Carolina
$1.41M +$24.8K +47 +2%
FFA
1755
Founders Financial Alliance
North Carolina
$1.41M – – –
CWM
1756
CIBC World Markets
New York
$1.41M -$299K -567 -18%
MPWS
1757
McCarter Private Wealth Services
Massachusetts
$1.4M +$1.4M +2,660 New
1SB
1758
1ST Source Bank
Indiana
$1.4M – – –
BWM
1759
BlackDiamond Wealth Management
New York
$1.4M -$8.78K -16 -0.6%
SFP
1760
Strategic Financial Partners
Oregon
$1.39M +$26.9K +51 +2%
MIP
1761
Marietta Investment Partners
Wisconsin
$1.39M – – –
BIA
1762
BHK Investment Advisors
Alabama
$1.38M – – –
WWM
1763
Whalen Wealth Management
Nevada
$1.38M +$1.38M +2,615 New
CGF
1764
Constant Guidance Financial
Massachusetts
$1.38M +$128K +402 +10%
EA
1765
Eclectic Associates
California
$1.38M +$490K +928 +55%
JSA
1766
Jim Saulnier & Associates
Colorado
$1.38M +$1.38M +2,611 New
VFG
1767
Valley Financial Group
Pennsylvania
$1.37M -$20.6K -39 -1%
MSAM
1768
Moloney Securities Asset Management
Missouri
$1.37M +$12.1K +23 +0.9%
CIS
1769
Custom Index Systems
New York
$1.37M +$1.37M +2,594 New
ECM
1770
EagleClaw Capital Management
Massachusetts
$1.37M – – –
BFA
1771
Beacon Financial Advisory
Ohio
$1.37M -$293K -556 -18%
WGC
1772
Watts Gwilliam & Co
Arizona
$1.37M +$1.37M +2,593 New
CWP
1773
Cyndeo Wealth Partners
Florida
$1.36M +$290K +549 +27%
TCM
1774
Tradewinds Capital Management
Washington
$1.36M +$146K +276 +12%
LWM
1775
LJI Wealth Management
Indiana
$1.36M +$12.7K +24 +0.9%
69 70
71
72 73