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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 %
OWA
2251
One Wealth Advisors
California
$469K +$74.9K +153 +19%
ONSWM
2252
Old North State Wealth Management
North Carolina
$468K – – –
SWM
2253
Sterling Wealth Management
Illinois
$467K – – –
TCM
2254
Triumph Capital Management
Colorado
$464K +$181K +361 +64%
Fayez Sarofim & Co
2255
Fayez Sarofim & Co
Texas
$464K +$44K +88 +10%
EFG
2256
Ehrlich Financial Group
California
$462K -$529K -1,057 -53%
EIA
2257
Eldridge Investment Advisors
New Hampshire
$462K – – –
DSN
2258
D. Scott Neal
Kentucky
$460K – – –
APWA
2259
Atlas Private Wealth Advisors
New Jersey
$459K +$229K +458 +100%
WIM
2260
Westside Investment Management
California
$456K – – –
HIC
2261
Holderness Investments Company
North Carolina
$456K +$3.5K +7 +0.8%
MPIA
2262
Mountain Pacific Investment Advisers
Idaho
$453K -$132K -263 -23%
HWMC
2263
Heritage Wealth Management (California)
California
$453K – – –
WHCFA
2264
William Howard & Co Financial Advisors
Tennessee
$450K +$7.53K +15 +2%
PJSIMP
2265
P.J. Schmidt Investment Management (PJS)
Wisconsin
$450K -$32K -64 -7%
RFWA
2266
RPg Family Wealth Advisory
Massachusetts
$449K -$133K -264 -23%
AW
2267
Alaethes Wealth
Nevada
$449K – – –
NWM
2268
NRI Wealth Management
California
$449K -$22K -44 -5%
RFA
2269
ROI Financial Advisors
Oregon
$447K -$2.5K -5 -0.6%
PFP
2270
Paragon Financial Partners
California
$446K – – –
AWA
2271
Alta Wealth Advisors
Massachusetts
$446K – – –
AP
2272
Appleton Partners
Massachusetts
$445K – – –
JPLA
2273
Joseph P. Lucia & Associates
New York
$443K +$24K +48 +6%
SFS
2274
Stiles Financial Services
Minnesota
$442K -$58.5K -117 -12%
AC
2275
Addison Capital
Pennsylvania
$442K +$63.5K +127 +17%
89 90
91
92 93