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Vanguard S&P 500 ETF
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Overview Fund Activity

2,812 hedge funds and large institutions have $181B invested in Vanguard S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 202 funds opening new positions, 1,286 increasing their positions, 910 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,812
Holders Change
+75
Holders Change %
+2.74%
% of All Funds
40.9%
Holding in Top 10
662
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+3.76%
% of All Funds
9.63%
New
202
Increased
1,286
Reduced
910
Closed
89
Calls
$964M
Puts
$1.01B
Net Calls
-$45.5M
Net Calls Change
-$219M

Top Buyers

1
Jones Financial Companies
Jones Financial Companies
Missouri
+$3.61B
2
Vanguard Group
Vanguard Group
Pennsylvania
+$1.1B
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$787M
4
Charles Schwab
Charles Schwab
California
+$585M
5
CA
Clearstead Advisors
Ohio
+$348M

Top Sellers

1
GAA
Global Assets Advisory
Florida
-$1.7B
2
SGCA
Steel Grove Capital Advisors
Tennessee
-$1.57B
3
Wolverine Trading
Wolverine Trading
Illinois
-$944M
4
KAM
Kensington Asset Management
Texas
-$452M
5
Marshall Wace
Marshall Wace
United Kingdom
-$445M
Name Holding Trade Value Shares
Change 		Shares
Change %
IFWM
1851
Institute for Wealth Management
Colorado
$977K +$134K +267 +16%
AWM
1852
Able Wealth Management
New Jersey
$972K -$37K -74 -4%
BWM
1853
Baron Wealth Management
Michigan
$971K -$389K -777 -29%
FM
1854
Family Management
New York
$971K – – –
EFM
1855
E Fund Management
China
$970K -$781K -1,561 -45%
EFMH
1856
E Fund Management (HK)
Hong Kong
$970K -$781K -1,561 -45%
WAL
1857
W Advisors LLC
Tennessee
$969K -$186K -371 -16%
GLLW
1858
Graves Light Lenhart Wealth
Virginia
$966K -$1K -2 -0.1%
AC
1859
Avenir Corporation
Virginia
$965K – – –
GC
1860
Gibson Capital
Pennsylvania
$963K +$16.5K +33 +2%
DFA
1861
DHJJ Financial Advisors
Illinois
$962K +$57.5K +115 +6%
CA
1862
CGN Advisors
Kansas
$961K -$123K -246 -11%
PWM
1863
Power Wealth Management
Georgia
$961K -$14.5K -29 -1%
MFA
1864
Morling Financial Advisors
California
$961K – – –
ACA
1865
Atlas Capital Advisors
Wyoming
$958K +$100K +200 +12%
QC
1866
Quent Capital
New York
$957K +$21.5K +43 +2%
HWA
1867
HCR Wealth Advisors
California
$957K +$40K +80 +4%
RDFA
1868
Ritter Daniher Financial Advisory
Ohio
$954K -$17.5K -35 -2%
PFSC
1869
Peoples Financial Services Corp
Pennsylvania
$953K -$6K -12 -0.6%
TSWM
1870
Tyler-Stone Wealth Management
Ohio
$946K -$93K -186 -9%
FCA
1871
FLC Capital Advisors
California
$946K -$3K -6 -0.3%
VWM
1872
Valley Wealth Managers
New Jersey
$946K +$137K +274 +17%
KFC
1873
Klingenstein Fields & Co
New York
$945K – – –
GCP
1874
Gill Capital Partners
Colorado
$941K -$218K -435 -19%
Members Trust
1875
Members Trust
Florida
$941K +$33.5K +67 +4%
73 74
75
76 77