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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 %
OW
1826
Olistico Wealth
Oklahoma
$1.22M -$44.9K -85 -4%
CCG
1827
Coastwise Capital Group
California
$1.22M +$156K +296 +15%
CA
1828
CapWealth Advisors
Tennessee
$1.22M +$527K +999 +76%
HIG
1829
Heritage Investment Group
Florida
$1.22M +$24.3K +46 +2%
WKWM
1830
Walter & Keenan Wealth Management
Indiana
$1.21M +$161K +306 +15%
ACM
1831
Anfield Capital Management
California
$1.21M – – –
TW
1832
Transform Wealth
Colorado
$1.21M -$61.3K -116 -5%
GFL
1833
Granite FO LLC
New Hampshire
$1.21M +$528 +1 +0%
SPFA
1834
Summit Place Financial Advisors
New Jersey
$1.2M +$2.11K +4 +0.2%
RCM
1835
Richardson Capital Management
Wisconsin
$1.2M +$13.2K +25 +1%
AC
1836
AIFG Consultants
New York
$1.2M -$172K -325 -13%
SW
1837
SlateStone Wealth
Florida
$1.2M +$5.28K +10 +0.4%
SL
1838
SWMG LLC
Texas
$1.19M -$39.5K -72 -3%
LCS
1839
Levin Capital Strategies
New York
$1.19M +$955K +1,810 +410%
TFM
1840
TFC Financial Management
Massachusetts
$1.19M -$79.2K -150 -6%
KCM
1841
Kathmere Capital Management
Pennsylvania
$1.19M +$2.64K +5 +0.2%
GC
1842
Gibson Capital
Pennsylvania
$1.18M +$165K +312 +16%
SIA
1843
Schechter Investment Advisors
Michigan
$1.18M +$109K +206 +10%
BCM
1844
Beck Capital Management
Texas
$1.18M +$103K +196 +10%
MWP
1845
Madison Wealth Partners
Wisconsin
$1.18M +$241K +456 +26%
NWWA
1846
New Wave Wealth Advisors
Arkansas
$1.18M +$623K +1,181 +113%
HOWA
1847
Heritage Oak Wealth Advisors
Florida
$1.18M +$1.18M +2,229 New
DPI
1848
Diversified Portfolios Inc
Michigan
$1.17M -$5.8K -11 -0.5%
CNBTD
1849
Citizens National Bank Trust Department
Mississippi
$1.17M – – –
EF
1850
Exeter Financial
Arizona
$1.17M +$528 +1 +0%
72 73
74
75 76