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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 %
MWP
2151
Meredith Wealth Planning
Illinois
$554K -$25K -50 -4%
CWM
2152
Chesapeake Wealth Management
Virginia
$553K +$4K +8 +0.7%
HG
2153
Harbor Group
New Hampshire
$552K +$2.5K +5 +0.5%
ERWM
2154
Elk River Wealth Management
Colorado
$552K -$4.02K -8 -0.7%
KCIC
2155
Kuhn & Co Investment Counsel
Illinois
$551K +$25.5K +51 +5%
Balyasny Asset Management
2156
Balyasny Asset Management
Illinois
$550K -$60.3M -120,648 -99%
3AM
2157
3EDGE Asset Management
Florida
$550K – – –
CAM
2158
Campion Asset Management
Virginia
$550K – – –
UWM
2159
USAdvisors Wealth Management
Minnesota
$550K -$2.34M -4,676 -81%
OFP
2160
OLIO Financial Planning
Virginia
$550K – – –
MWAM
2161
Manhattan West Asset Management
California
$549K +$8K +16 +1%
FCA
2162
Fortis Capital Advisors
Kansas
$549K +$549K +1,097 New
KAM
2163
Knightsbridge Asset Management
California
$549K -$119K -237 -18%
CGFA
2164
Colton Groome Financial Advisors
North Carolina
$548K -$32K -64 -6%
HWMG
2165
Hurlow Wealth Management Group
Indiana
$547K – – –
FPGT
2166
Financial Partners Group (Tennessee)
Tennessee
$544K +$25K +50 +5%
GLR
2167
Great Lakes Retirement
Ohio
$542K -$330K -658 -38%
TCM
2168
Towercrest Capital Management
Pennsylvania
$541K +$3K +6 +0.6%
FCFC
2169
First Citizens Financial Corp
Iowa
$540K – – –
BRG
2170
Bay Rivers Group
Virginia
$540K -$15K -30 -3%
RMC
2171
Resources Management Corp
Connecticut
$539K – – –
AIA
2172
Armor Investment Advisors
North Carolina
$539K – – –
WWM
2173
Wolff Wiese Magana
California
$538K +$184K +367 +52%
DWMS
2174
Dominguez Wealth Management Solutions
Virginia
$538K – – –
6F
2175
626 Financial
Michigan
$537K – – –
85 86
87
88 89