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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 %
RCM
2001
RB Capital Management
Nevada
$898K +$186K +353 +26%
SSWM
2002
Smith Salley Wealth Management
North Carolina
$891K +$231K +438 +35%
WN
2003
Williams & Novak
California
$891K -$79.2K -150 -8%
EGA
2004
Eagle Global Advisors
Texas
$889K – – –
NAM
2005
NTV Asset Management
West Virginia
$889K +$2.11K +4 +0.2%
WDG
2006
Wealth Dimensions Group
Ohio
$888K +$40.1K +76 +5%
WFA
2007
Wade Financial Advisory
California
$888K -$4.75K -9 -0.5%
DCM
2008
Dudley Capital Management
Virginia
$888K +$8.44K +16 +1%
WCM
2009
Washington Capital Management
Washington
$884K – – –
JWBC
2010
J.W. Burns & Co
New York
$883K +$1.58K +3 +0.2%
FFBTD
2011
First Financial Bank - Trust Division
Ohio
$883K +$3.69K +7 +0.4%
SI
2012
Shaker Investments
Ohio
$882K +$2.64K +5 +0.3%
ACM
2013
Advance Capital Management
Michigan
$882K -$7.91K -15 -0.9%
NPPM
2014
North Point Portfolio Managers
Ohio
$880K +$880K +1,668 New
EF
2015
Empirical Finance
Pennsylvania
$877K +$3.17K +6 +0.4%
SFM
2016
Signet Financial Management
New Jersey
$877K -$1.58K -3 -0.2%
CFA
2017
Capstone Financial Advisors
Illinois
$876K +$10.6K +20 +1%
MFS
2018
Madrona Financial Services
Washington
$875K +$15.8K +30 +2%
EL
2019
Essex LLC
Illinois
$871K +$193K +365 +28%
WWM
2020
Wolff Wiese Magana
California
$867K +$300K +568 +53%
MA
2021
MONECO Advisors
Connecticut
$865K +$71.2K +135 +9%
HVP
2022
Hudson Value Partners
Florida
$864K – – –
DFG
2023
Dupree Financial Group
Kentucky
$862K +$32.7K +62 +4%
AA
2024
Addison Advisors
Vermont
$859K +$22.2K +42 +3%
TSMHT
2025
Thurston Springer Miller Herd & Titak
Indiana
$858K +$145K +275 +20%
79 80
81
82 83