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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 %
ACM
1951
Allred Capital Management
Texas
$985K – – –
IF
1952
Integrity Financial
Wyoming
$982K +$113K +215 +13%
RPCONE
1953
Retirement Planning Company of New England
Rhode Island
$980K +$98.7K +187 +11%
PWMG
1954
Pioneer Wealth Management Group
Texas
$979K +$528 +1 +0.1%
FI
1955
Financial Insights
Washington
$978K -$129K -244 -12%
KIA
1956
KCM Investment Advisors
California
$977K +$15.8K +30 +2%
APW
1957
Aurora Private Wealth
New Jersey
$973K +$1.06K +2 +0.1%
DSC
1958
Duncker Streett & Co
Missouri
$972K +$528 +1 +0.1%
FFWA
1959
FRG Family Wealth Advisors
Washington
$971K – – –
PFSC
1960
Peoples Financial Services Corp
Pennsylvania
$969K -$36.9K -70 -4%
ACA
1961
Affinity Capital Advisors
California
$967K +$276K +522 +40%
AFP
1962
Alpha Financial Partners
Kentucky
$966K +$28K +53 +3%
EFG
1963
Ehrlich Financial Group
California
$966K +$478K +906 +98%
FCT
1964
First Community Trust
Iowa
$966K – – –
MPCA
1965
Madison Park Capital Advisors
Washington
$964K +$3.69K +7 +0.4%
FPCG
1966
Fort Pitt Capital Group
Pennsylvania
$964K +$3.17K +6 +0.3%
PPW
1967
Presilium Private Wealth
Pennsylvania
$962K +$9.5K +18 +1%
IFWM
1968
Institute for Wealth Management
Colorado
$960K -$70.2K -133 -7%
LA
1969
Latitude Advisors
Florida
$957K +$72.3K +137 +8%
CWMGP
1970
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$956K +$528 +1 +0.1%
TF
1971
TLWM Financial
Texas
$956K +$110K +209 +13%
HG
1972
Herbst Group
Connecticut
$954K +$13.7K +26 +1%
WCM
1973
Wallace Capital Management
Texas
$954K +$56.5K +107 +6%
MM
1974
Main Management
California
$953K – – –
I
1975
INVST
Indiana
$950K -$400K -759 -30%
77 78
79
80 81