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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 %
CWA
2101
Consilium Wealth Advisory
Texas
$740K -$11.6K -22 -2%
SAM
2102
Strategy Asset Managers
California
$740K +$312K +591 +73%
AA
2103
Ashford Advisors
New York
$740K – – –
EFG
2104
Ethos Financial Group
Pennsylvania
$739K +$141K +266 +24%
LA
2105
Lakeside Advisors
Washington
$739K – – –
PWIA
2106
Porter White Investment Advisors
Alabama
$737K – – –
MAM
2107
McLean Asset Management
Virginia
$736K +$6.32K +12 +0.9%
AC
2108
Avestar Capital
New York
$735K -$25.4K -48 -3%
BAM
2109
Berkshire Asset Management
Pennsylvania
$732K – – –
CWM
2110
Cahaba Wealth Management
Georgia
$731K +$121K +230 +20%
SXL
2111
Summit X LLC
Missouri
$730K – – –
CPG
2112
Cornerstone Planning Group
New Jersey
$725K -$202K -378 -22%
RI
2113
Rinkey Investments
California
$724K -$72.3K -137 -9%
KHCM
2114
Kirtland Hills Capital Management
Ohio
$720K +$340K +644 +89%
TIAAOA
2115
Teachers Insurance & Annuity Association of America
New York
$719K +$719K +1,363 New
TWCA
2116
Two West Capital Advisors
Kansas
$719K – – –
ACG
2117
Allen Capital Group
Nebraska
$717K -$66.5K -126 -8%
RS
2118
Retirement Solution
Washington
$710K +$710K +1,346 New
BI
2119
Beckerman Institutional
New Jersey
$710K +$710K +1,346 New
XT
2120
XTX Topco
Cayman Islands
$709K +$48.5K +92 +7%
HCMG
2121
Howard Capital Management Group
California
$708K +$528 +1 +0.1%
BFIC
2122
Bedell Frazier Investment Counselling
California
$702K +$7.92K +15 +1%
PA
2123
Pineridge Advisors
Missouri
$701K -$7.39K -14 -1%
GGS
2124
Galvin Gaustad & Stein
Arizona
$701K – – –
MCC
2125
Maiden Cove Capital
Maine
$700K +$71.2K +135 +11%
83 84
85
86 87