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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 %
CCA
2026
Carrera Capital Advisors
Michigan
$853K +$853K +1,612 New
OWA
2027
ORBA Wealth Advisors
Illinois
$852K +$261K +494 +44%
CPIA
2028
Cornell Pochily Investment Advisors
New York
$848K -$79.2K -150 -9%
FNFDCM
2029
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$837K +$14.2K +27 +2%
OPWM
2030
Oakwell Private Wealth Management
Texas
$835K – – –
S
2031
Sachetta
Massachusetts
$830K +$79.2K +150 +11%
BFWA
2032
Benchmark Financial Wealth Advisors
Florida
$827K +$32.2K +61 +4%
DCM
2033
Dimension Capital Management
Florida
$826K – – –
HWM
2034
HighMark Wealth Management
Minnesota
$824K +$3.17K +6 +0.4%
PDM
2035
Penn Davis McFarland
Texas
$823K -$39.6K -75 -5%
BFM
2036
Broadview Financial Management
Wisconsin
$823K -$74.4K -141 -8%
SWP
2037
Significant Wealth Partners
Illinois
$821K +$11.1K +21 +1%
BAWC
2038
Boyce & Associates Wealth Consulting
Texas
$820K – – –
WFMPM
2039
Woodley Farra Manion Portfolio Management
Indiana
$818K – – –
SFG
2040
Synergy Financial Group
California
$816K +$7.39K +14 +0.9%
IF
2041
Ironwood Financial
Arizona
$814K +$39.6K +75 +5%
CSB
2042
City State Bank
Iowa
$813K -$26.4K -50 -3%
ACIM
2043
Azimuth Capital Investment Management
Michigan
$811K -$91.8K -174 -10%
BF
2044
Brogan Financial
Tennessee
$811K +$300K +569 +59%
FWSM
2045
First Wilshire Securities Management
California
$809K – – –
GFWA
2046
Grey Fox Wealth Advisors
Delaware
$808K +$247K +466 +44%
PFA
2047
Pathway Financial Advisors
Vermont
$807K +$1.58K +3 +0.2%
LHWM
2048
Lake Hills Wealth Management
Texas
$806K +$203K +385 +34%
FA
2049
FC Advisory
Pennsylvania
$804K +$804K +1,523 New
ACM
2050
Alpha Capital Management
Texas
$799K -$306K -579 -28%
80 81
82
83 84