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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 %
LWM
2176
Lodestone Wealth Management
Washington
$536K +$4.5K +9 +0.8%
QPWM
2177
Quadrant Private Wealth Management
Pennsylvania
$534K +$502 +1 +0.1%
LF
2178
Lee Financial
Texas
$533K – – –
GFWA
2179
Grey Fox Wealth Advisors
Delaware
$533K +$533K +1,061 New
NHT
2180
New Hampshire Trust
New Hampshire
$532K -$12.5K -25 -2%
OWM
2181
Opes Wealth Management
California
$530K – – –
SPI
2182
Santori & Peters Inc
Pennsylvania
$529K -$13.5K -27 -2%
TWM
2183
Trueblood Wealth Management
Ohio
$529K -$58.5K -117 -10%
GFA
2184
Gallagher Fiduciary Advisors
Illinois
$529K -$7K -14 -1%
HFS
2185
Hoge Financial Services
Pennsylvania
$529K – – –
CMP
2186
Coston McIsaac & Partners
Maine
$527K -$4.5K -9 -0.8%
PPC
2187
Park Place Capital
Alabama
$526K -$27.5K -55 -5%
WPC
2188
White Pine Capital
Minnesota
$525K – – –
JFA
2189
JNBA Financial Advisors
Minnesota
$525K – – –
LWAM
2190
Legacy Wealth Asset Management
Minnesota
$525K +$2.5K +5 +0.5%
NWWA
2191
New Wave Wealth Advisors
Arkansas
$524K +$524K +1,048 New
WGCA
2192
Wolf Group Capital Advisors
Virginia
$523K +$10K +20 +2%
MTIC
2193
Missouri Trust & Investment Company
Missouri
$520K -$11.5K -23 -2%
CRC
2194
Curi RMB Capital
Illinois
$519K -$1.48M -2,965 -74%
TCA
2195
Trifecta Capital Advisors
Illinois
$519K -$10.5K -21 -2%
LAM
2196
LifePro Asset Management
California
$518K +$2.5K +5 +0.5%
SRCM
2197
Signature Resources Capital Management
California
$518K -$5K -10 -1%
CA
2198
Cresta Advisors
Texas
$518K -$1K -2 -0.2%
HFM
2199
Hartford Financial Management
Connecticut
$517K +$10.5K +21 +2%
WOSD
2200
WFA of San Diego
California
$516K +$516K +1,032 New
86 87
88
89 90