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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 %
TVWM
2176
Tower View Wealth Management
Wisconsin
$635K -$12.7K -24 -2%
AWA
2177
Aquire Wealth Advisors
Utah
$634K +$2.64K +5 +0.4%
KIG
2178
Kennedy Investment Group
New Jersey
$630K +$2.11K +4 +0.3%
LB
2179
Legacy Bridge
Iowa
$629K +$21.1K +40 +3%
WPW
2180
Warther Private Wealth
Ohio
$628K +$628K +1,190 New
WMA
2181
Wealth Management Associates
New Jersey
$627K -$15.8K -30 -2%
WCM
2182
Wealthcare Capital Management
Virginia
$624K -$39.6K -75 -6%
LWM
2183
Lakeridge Wealth Management
Ohio
$621K -$205K -388 -25%
FCM
2184
Family Capital Management
Michigan
$620K – – –
HHGA
2185
Halbert Hargrove Global Advisors
California
$620K +$382K +724 +161%
SFC
2186
Swisher Financial Concepts
Ohio
$619K +$320K +624 +107%
FTDI
2187
First Trust Direct Indexing
Massachusetts
$617K +$26.4K +50 +4%
RPWA
2188
Regent Peak Wealth Advisors
Georgia
$616K -$34.8K -66 -5%
BFP
2189
Beacon Financial Planning
Massachusetts
$616K +$21.6K +41 +4%
SKK
2190
Shepherd Kaplan Krochuk
Massachusetts
$616K +$528 +1 +0.1%
SFA
2191
Source Financial Advisors
New York
$616K – – –
HCMT
2192
Highland Capital Management (Tennessee)
Tennessee
$615K +$5.28K +10 +0.9%
FAG
2193
Fortitude Advisory Group
Washington
$612K +$3.69K +7 +0.6%
JFA
2194
JNBA Financial Advisors
Minnesota
$612K +$58.6K +111 +11%
BHWM
2195
Bar Harbor Wealth Management
New Hampshire
$612K -$233K -442 -28%
MF
2196
Montis Financial
Massachusetts
$612K -$38K -72 -6%
FA
2197
Financial Advisors
Massachusetts
$611K – – –
BWM
2198
Bulltick Wealth Management
Florida
$611K +$611K +1,154 New
RAS
2199
RPS Advisory Solutions
Kentucky
$610K – – –
CIG
2200
Cullen Investment Group
Louisiana
$609K +$86K +163 +16%
86 87
88
89 90