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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 %
AWM
1951
Ameliora Wealth Management
Switzerland
$813K +$50K +100 +7%
LAM
1952
Lakewood Asset Management
Illinois
$811K -$35K -70 -4%
STAS
1953
Strong Tower Advisory Services
Minnesota
$811K +$197K +394 +32%
WSFS
1954
Wilmington Savings Fund Society
Delaware
$811K -$36K -72 -4%
BCM
1955
Bourgeon Capital Management
Connecticut
$810K +$67.5K +135 +9%
WDG
1956
Wealth Dimensions Group
Ohio
$804K +$61.5K +123 +8%
TF
1957
TLWM Financial
Texas
$802K +$117K +234 +17%
BHWM
1958
Bar Harbor Wealth Management
New Hampshire
$801K +$43.5K +87 +6%
MAWA
1959
Moss Adams Wealth Advisors
Washington
$799K -$7.53K -15 -0.9%
AWM
1960
Accurate Wealth Management
Florida
$799K +$269K +522 +51%
NRG
1961
Nemes Rush Group
Michigan
$797K +$409K +818 +105%
CSB
1962
City State Bank
Iowa
$796K +$41K +82 +5%
FCM
1963
Firestone Capital Management
Florida
$795K +$92K +184 +13%
UW
1964
Unique Wealth
Florida
$794K – – –
AA
1965
Addison Advisors
Vermont
$793K +$152K +303 +24%
GGI
1966
Godsey & Gibb Inc
Virginia
$793K +$268K +535 +51%
FPCG
1967
Forum Private Client Group
Indiana
$793K +$57K +114 +8%
WG
1968
Watchman Group
Texas
$792K +$7K +14 +0.9%
OPWM
1969
Oakwell Private Wealth Management
Texas
$792K – – –
RCWMU
1970
Rothschild & Co Wealth Management (UK)
United Kingdom
$788K – – –
DFG
1971
Dupree Financial Group
Kentucky
$786K +$297K +594 +61%
SPAS
1972
Spectrum Planning & Advisory Services
California
$786K +$786K +1,559 New
CIA
1973
Covington Investment Advisors
Pennsylvania
$783K – – –
LWM
1974
Lakeridge Wealth Management
Ohio
$783K +$116K +231 +17%
DCM
1975
Dimension Capital Management
Florida
$783K – – –
77 78
79
80 81