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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 %
HCMT
2126
Highland Capital Management (Tennessee)
Tennessee
$578K +$20K +40 +4%
CWM
2127
Cahaba Wealth Management
Georgia
$578K -$1.5K -3 -0.3%
FAG
2128
Fortitude Advisory Group
Washington
$577K +$4K +8 +0.7%
APF
2129
Alaska Permanent Fund
Alaska
$576K – – –
LB
2130
Legacy Bridge
Iowa
$576K – – –
PFG
2131
Pacific Financial Group
Washington
$576K -$23K -46 -4%
LIA
2132
Lynx Investment Advisory
District of Columbia
$575K +$575K +1,150 New
ARG
2133
Advisory Resource Group
Oklahoma
$573K +$6.5K +13 +1%
GFP
2134
Gryphon Financial Partners
Ohio
$573K +$573K +1,146 New
AWM
2135
AAF Wealth Management
Massachusetts
$573K +$573K +1,145 New
MCC
2136
Maiden Cove Capital
Maine
$572K +$572K +1,192 New
AIFAIM
2137
American Institute for Advanced Investment Management
Arizona
$572K +$18.5K +37 +3%
LHWM
2138
Lake Hills Wealth Management
Texas
$571K -$1.5K -3 -0.3%
WTFG
2139
Wells Trecaso Financial Group
Ohio
$569K – – –
WCA
2140
Waypoint Capital Advisors
Minnesota
$568K +$32K +64 +6%
PA
2141
Perennial Advisors
New York
$567K +$15K +30 +3%
EFG
2142
Ethos Financial Group
Pennsylvania
$567K +$34.6K +69 +7%
BFP
2143
Beacon Financial Planning
Massachusetts
$564K -$74K -148 -12%
BMCM
2144
Burns Matteson Capital Management
New York
$562K +$18K +36 +3%
MCM
2145
Maple Capital Management
Vermont
$561K -$34.5K -69 -6%
OWA
2146
ORBA Wealth Advisors
Illinois
$560K +$560K +1,120 New
FTDI
2147
First Trust Direct Indexing
Massachusetts
$560K -$487K -973 -47%
CWM
2148
Cahill Wealth Management
Michigan
$557K -$25.5K -51 -4%
NWMG
2149
National Wealth Management Group
Ohio
$557K -$923K -1,845 -62%
NBT
2150
Northwest Bank & Trust
Iowa
$554K – – –
84 85
86
87 88