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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 %
TWM
2001
Triton Wealth Management
Arizona
$742K -$1.53K -3 -0.2%
ACG
2002
Allen Capital Group
Nebraska
$742K +$116K +232 +19%
CCM
2003
Chiron Capital Management
Florida
$742K +$100K +200 +16%
FMN
2004
Financial Management Network
California
$740K -$16.3K -32 -2%
PCFFS
2005
Pacific Center for Financial Services
California
$738K +$3.5K +7 +0.5%
CPW
2006
Catalyst Private Wealth
California
$737K +$86K +172 +13%
SGK
2007
Steigerwald Gordon & Koch
Virginia
$737K +$15K +30 +2%
PBC
2008
Pavion Blue Capital
California
$736K +$1K +2 +0.1%
DPW
2009
DiNuzzo Private Wealth
Pennsylvania
$734K – – –
IF
2010
Ironwood Financial
Arizona
$734K +$11.5K +23 +2%
BAM
2011
Berkshire Asset Management
Pennsylvania
$732K +$20.5K +41 +3%
CP
2012
Cumberland Partners
Ontario, Canada
$732K – – –
SXL
2013
Summit X LLC
Missouri
$730K +$12.5K +25 +2%
CWM
2014
Collaborative Wealth Management
Florida
$729K -$64.5K -129 -8%
IWS
2015
Integrity Wealth Solutions
Colorado
$727K +$98.4K +196 +16%
SAM
2016
Summit Asset Management
Tennessee
$727K – – –
BIP
2017
Blueprint Investment Partners
North Carolina
$726K +$292K +583 +67%
CIAS
2018
CBIZ Investment Advisory Services
Ohio
$724K +$70.8K +141 +11%
TCPG
2019
Trivant Custom Portfolio Group
California
$724K +$5K +10 +0.7%
WA
2020
Wealth Alliance
New York
$720K +$10K +20 +1%
MIC
2021
Meridian Investment Counsel
California
$719K +$9K +18 +1%
AC
2022
Avestar Capital
New York
$719K -$28.5K -57 -4%
WFL
2023
Wealth Forward LLC
North Dakota
$719K – – –
THL
2024
Tillman Hartley LLC
Colorado
$715K -$18.5K -37 -3%
ASW
2025
Astoria Strategic Wealth
Texas
$715K -$4.5K -9 -0.6%
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