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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 %
ERWM
2226
Elk River Wealth Management
Colorado
$582K – – –
DWM
2227
Darwin Wealth Management
Florida
$582K +$582K +1,102 New
HFS
2228
Howard Financial Services
Texas
$581K +$175K +332 +43%
3AM
2229
3EDGE Asset Management
Florida
$580K – – –
CAM
2230
Campion Asset Management
Virginia
$580K – – –
CGFA
2231
Colton Groome Financial Advisors
North Carolina
$577K -$1.06K -2 -0.2%
SWM
2232
Shakespeare Wealth Management
Wisconsin
$576K +$183K +346 +46%
FPGT
2233
Financial Partners Group (Tennessee)
Tennessee
$574K – – –
TCM
2234
Towercrest Capital Management
Pennsylvania
$572K +$1.58K +3 +0.3%
PWA
2235
Peterson Wealth Advisors
Utah
$571K +$219K +415 +62%
WTFG
2236
Wells Trecaso Financial Group
Ohio
$571K -$29K -55 -5%
FCFC
2237
First Citizens Financial Corp
Iowa
$570K – – –
BRG
2238
Bay Rivers Group
Virginia
$570K – – –
CRC
2239
Curi RMB Capital
Illinois
$569K +$21.6K +41 +4%
AIA
2240
Armor Investment Advisors
North Carolina
$569K – – –
DWMS
2241
Dominguez Wealth Management Solutions
Virginia
$568K +$528 +1 +0.1%
MAM
2242
MMA Asset Management
Pennsylvania
$568K +$240K +525 +73%
6F
2243
626 Financial
Michigan
$568K +$1.58K +3 +0.3%
HWMG
2244
Hurlow Wealth Management Group
Indiana
$566K -$11.1K -21 -2%
NHT
2245
New Hampshire Trust
New Hampshire
$561K – – –
HIC
2246
Holderness Investments Company
North Carolina
$559K +$77.6K +147 +16%
SPI
2247
Santori & Peters Inc
Pennsylvania
$558K -$528 -1 -0.1%
VDBMI
2248
Van Den Berg Management I
Texas
$558K -$100K -190 -15%
LWAM
2249
Legacy Wealth Asset Management
Minnesota
$558K +$4.22K +8 +0.8%
GLR
2250
Great Lakes Retirement
Ohio
$557K -$14.3K -27 -3%
88 89
90
91 92