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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 %
LA
2051
Lane & Associates
New Jersey
$799K +$3.17K +6 +0.4%
WG
2052
Watchman Group
Texas
$799K -$35.9K -68 -4%
FPCG
2053
Forum Private Client Group
Indiana
$799K -$36.9K -70 -4%
LAM
2054
Lakewood Asset Management
Illinois
$799K -$57K -108 -7%
CIA
2055
Covington Investment Advisors
Pennsylvania
$797K -$28.5K -54 -3%
WAM
2056
Walker Asset Management
Missouri
$795K -$6.33K -12 -0.8%
SGK
2057
Steigerwald Gordon & Koch
Virginia
$794K +$16.9K +32 +2%
CCM
2058
Chiron Capital Management
Florida
$793K +$10K +19 +1%
IHWM
2059
Iron Horse Wealth Management
Iowa
$791K +$164K +310 +26%
AWA
2060
Arbor Wealth Advisors
Michigan
$789K – – –
CPW
2061
Catalyst Private Wealth
California
$788K +$10.6K +20 +1%
PAMG
2062
Patton Albertson Miller Group
Tennessee
$787K +$252K +477 +47%
CP
2063
Creekside Partners
California
$787K -$86K -163 -10%
RWM
2064
Revisor Wealth Management
Ohio
$787K -$5.8K -11 -0.7%
MLL
2065
Moody Lynn & Lieberson
Massachusetts
$784K -$5.28K -10 -0.7%
VHAM
2066
Van Hulzen Asset Management
California
$781K +$116K +219 +17%
BWM
2067
Buska Wealth Management
Wisconsin
$780K -$24.8K -47 -3%
KIM
2068
Kestra Investment Management
Texas
$780K +$780K +1,478 New
IWS
2069
Integrity Wealth Solutions
Colorado
$778K +$11.6K +22 +2%
HWMC
2070
Heritage Wealth Management (California)
California
$778K +$300K +569 +63%
PBC
2071
Pavion Blue Capital
California
$776K – – –
DPW
2072
DiNuzzo Private Wealth
Pennsylvania
$775K – – –
CP
2073
Cumberland Partners
Ontario, Canada
$772K – – –
FWM
2074
Fingerlakes Wealth Management
New York
$772K +$17.9K +34 +2%
GLA
2075
Great Lakes Advisors
Illinois
$768K -$17.9K -34 -2%
81 82
83
84 85