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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 %
CAM
2076
Congress Asset Management
Massachusetts
$767K -$23.7K -45 -3%
SAM
2077
Summit Asset Management
Tennessee
$767K – – –
CT
2078
Colonial Trust
South Carolina
$765K +$328K +621 +75%
WA
2079
Wealth Alliance
New York
$764K +$4.75K +9 +0.6%
TCPG
2080
Trivant Custom Portfolio Group
California
$764K – – –
TS
2081
Tamar Securities
California
$762K +$242K +458 +46%
BFG
2082
Bouchey Financial Group
New York
$759K +$102K +194 +16%
CAG
2083
Curtis Advisory Group
California
$759K +$143K +271 +23%
GAM
2084
Griffin Asset Management
New York
$758K +$12.7K +24 +2%
WFL
2085
Wealth Forward LLC
North Dakota
$758K – – –
TWM
2086
Triton Wealth Management
Arizona
$756K -$7.33K -14 -1%
AWC
2087
Abundance Wealth Counselors
Pennsylvania
$755K +$755K +1,430 New
FMN
2088
Financial Management Network
California
$755K -$9.48K -18 -1%
THL
2089
Tillman Hartley LLC
Colorado
$755K – – –
ASW
2090
Astoria Strategic Wealth
Texas
$755K – – –
CWM
2091
Collaborative Wealth Management
Florida
$752K -$16.9K -32 -2%
SRWM
2092
Shira Ridge Wealth Management
California
$751K – – –
RWM
2093
Refined Wealth Management
Utah
$751K +$8.97K +17 +1%
RW
2094
REDW Wealth
New Mexico
$751K – – –
PHWM
2095
Pine Harbor Wealth Management
Maryland
$749K +$3.7K +7 +0.5%
CF
2096
Clarity Financial
Texas
$748K +$118K +224 +19%
CI
2097
CX Institutional
Indiana
$747K -$422K -800 -36%
SP
2098
Sequent Planning
Nebraska
$747K -$188K -357 -20%
ICP
2099
Interchange Capital Partners
Pennsylvania
$746K +$528 +1 +0.1%
WP
2100
WealthPLAN Partners
Nebraska
$742K -$178K -338 -19%
82 83
84
85 86