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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 %
TW
2201
TrinityPoint Wealth
Connecticut
$515K +$12.5K +25 +2%
SCA
2202
Stonebridge Capital Advisors
Minnesota
$514K +$102K +204 +25%
EWA
2203
ERTS Wealth Advisors
Michigan
$513K – – –
SSWM
2204
Strait & Sound Wealth Management
California
$513K +$15K +30 +3%
LWM
2205
Laidlaw Wealth Management
New York
$512K +$512K +1,024 New
SSW
2206
Stone Summit Wealth
Florida
$512K -$17.5K -35 -3%
LGG
2207
Luts & Greenleigh Group
Maryland
$510K +$510K +1,021 New
SHFA
2208
Sherrill & Hutchins Financial Advisory
Georgia
$509K +$509K +1,017 New
PAMG
2209
Patton Albertson Miller Group
Tennessee
$508K -$500 -1 -0.1%
RIP
2210
RAM Investment Partners
Washington
$506K +$21.5K +43 +4%
AAG
2211
Avalon Advisory Group
Pennsylvania
$503K +$503K +1,006 New
SWA
2212
Strata Wealth Advisors
Texas
$503K +$47.5K +95 +10%
DTC
2213
Davidson Trust Company
Washington
$502K -$55K -110 -10%
MCM
2214
MidAtlantic Capital Management
Virginia
$501K +$18K +36 +4%
PP
2215
Pacifica Partners
Canada
$501K – – –
FTC
2216
Farmers Trust Company
Ohio
$500K – – –
TWA
2217
Trellis Wealth Advisors
California
$497K +$497K +993 New
CIG
2218
Cullen Investment Group
Louisiana
$496K -$5.5K -11 -1%
UIA
2219
Ulland Investment Advisors
Minnesota
$495K +$7.5K +15 +2%
MIAS
2220
Mason Investment Advisory Services
Virginia
$494K – – –
FGA
2221
Fortis Group Advisors
New Jersey
$493K +$383K +765 +346%
GP
2222
Girard Partners
Pennsylvania
$493K -$96K -192 -16%
SFS
2223
Sharp Financial Services
Pennsylvania
$493K +$158K +316 +47%
SA
2224
Sicart Associates
New York
$493K – – –
TS
2225
Tamar Securities
California
$493K +$19.5K +39 +4%
87 88
89
90 91