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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 %
CB
2076
Chris Bulman
California
$633K +$633K +1,266 New
CP
2077
Castleview Partners
Texas
$633K +$197K +393 +45%
DP
2078
Dearborn Partners
Illinois
$633K +$81.5K +163 +15%
VNA
2079
Valley National Advisers
Pennsylvania
$632K +$14.5K +29 +2%
VHAM
2080
Van Hulzen Asset Management
California
$631K +$5K +10 +0.8%
WCM
2081
Wealthcare Capital Management
Virginia
$629K -$56K -112 -8%
FNBOMD
2082
First National Bank of Mount Dora
Florida
$626K +$100K +200 +19%
SSWM
2083
Smith Salley Wealth Management
North Carolina
$626K +$41K +82 +7%
XT
2084
XTX Topco
Cayman Islands
$626K +$202K +404 +48%
OIM
2085
Opus Investment Management
Massachusetts
$625K – – –
VDBMI
2086
Van Den Berg Management I
Texas
$624K -$2.5K -5 -0.4%
BFG
2087
Bouchey Financial Group
New York
$622K -$4.5K -9 -0.7%
RPWA
2088
Regent Peak Wealth Advisors
Georgia
$617K -$22K -44 -3%
HR
2089
Howe & Rusling
New York
$616K +$40K +80 +7%
MF
2090
Montis Financial
Massachusetts
$616K – – –
TVWM
2091
Tower View Wealth Management
Wisconsin
$614K -$7K -14 -1%
HIA
2092
Harvest Investment Advisors
Florida
$613K +$613K +1,225 New
BCP
2093
Berkeley Capital Partners
Georgia
$611K +$500 +1 +0.1%
SWP
2094
Strategic Wealth Partners
Ohio
$610K +$30.5K +61 +5%
TFO
2095
Tarbox Family Office
California
$609K – – –
WMA
2096
Wealth Management Associates
New Jersey
$609K – – –
TFP
2097
Tilia Fiduciary Partners
North Carolina
$609K -$12.5K -25 -2%
T
2098
Tidemark
California
$608K +$14.5K +29 +2%
IWP
2099
IAG Wealth Partners
Wisconsin
$606K +$212K +424 +54%
CI
2100
CPR Investments
Michigan
$605K +$65K +130 +12%
82 83
84
85 86