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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 %
RCP
2151
Rothschild Capital Partners
New York
$662K -$14.2K -27 -2%
CAM
2152
Concorde Asset Management
Michigan
$660K +$22.7K +43 +4%
SFI
2153
SPC Financial Inc
Maryland
$659K -$414K -784 -39%
RFN
2154
RDA Financial Network
Iowa
$658K -$17.9K -34 -3%
NCMW
2155
Northern Capital Management (Washington)
Washington
$658K -$53.8K -102 -8%
FWM
2156
Foguth Wealth Management
Michigan
$656K -$920K -1,746 -58%
MWA
2157
Mills Wealth Advisors
Texas
$655K -$12.7K -24 -2%
OSNBOA
2158
Old Second National Bank of Aurora
Illinois
$654K +$654K +1,240 New
BCP
2159
Berkeley Capital Partners
Georgia
$653K +$7.92K +15 +1%
CPWA
2160
Cerro Pacific Wealth Advisors
California
$650K – – –
FCM
2161
Firestone Capital Management
Florida
$649K -$190K -360 -23%
TGAM
2162
TBH Global Asset Management
Tennessee
$648K +$19.5K +37 +3%
HIA
2163
Harvest Investment Advisors
Florida
$646K – – –
TFP
2164
Tilia Fiduciary Partners
North Carolina
$644K +$1.58K +3 +0.2%
JWM
2165
Jessup Wealth Management
Ohio
$644K -$1.04M -1,976 -62%
BWL
2166
Beacon Wealthcare LLC
North Carolina
$642K +$247K +468 +63%
T
2167
Tidemark
California
$642K -$528 -1 -0.1%
TW
2168
TrinityPoint Wealth
Connecticut
$641K +$97.7K +185 +18%
TFO
2169
Tarbox Family Office
California
$641K -$1.58K -3 -0.2%
CC
2170
Capital Counsel
New York
$640K +$30.1K +57 +5%
KAM
2171
Knightsbridge Asset Management
California
$638K +$59.6K +113 +10%
WDC
2172
Woodward Diversified Capital
California
$637K +$6.86K +13 +1%
JPWM
2173
Jamison Private Wealth Management
Georgia
$636K +$1.58K +3 +0.2%
MWP
2174
Meredith Wealth Planning
Illinois
$636K +$52.2K +99 +9%
ICP
2175
Ironvine Capital Partners
Nebraska
$636K – – –
85 86
87
88 89