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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 %
HG
2251
Harbor Group
New Hampshire
$557K -$24.8K -47 -4%
AIFAIM
2252
American Institute for Advanced Investment Management
Arizona
$556K -$47.5K -90 -8%
LWM
2253
Lodestone Wealth Management
Washington
$555K -$10.6K -20 -2%
WPC
2254
White Pine Capital
Minnesota
$554K – – –
LWM
2255
Laidlaw Wealth Management
New York
$553K +$12.7K +24 +2%
PFP
2256
Paragon Financial Partners
California
$551K +$80.7K +153 +17%
OFP
2257
OLIO Financial Planning
Virginia
$550K – – –
MTIC
2258
Missouri Trust & Investment Company
Missouri
$548K – – –
OMC
2259
Overbrook Management Corp
New York
$548K -$414K -785 -43%
TCA
2260
Trifecta Capital Advisors
Illinois
$548K – – –
HB
2261
HTLF Bank
Colorado
$546K +$88.1K +167 +19%
HFM
2262
Hartford Financial Management
Connecticut
$546K – – –
WOSD
2263
WFA of San Diego
California
$545K – – –
AAG
2264
Avalon Advisory Group
Pennsylvania
$545K +$13.7K +26 +3%
PCG
2265
Prosperity Consulting Group
Maryland
$544K +$205K +389 +61%
RCWMU
2266
Rothschild & Co Wealth Management (UK)
United Kingdom
$542K -$289K -547 -35%
SRCM
2267
Signature Resources Capital Management
California
$541K -$5.8K -11 -1%
EWA
2268
ERTS Wealth Advisors
Michigan
$541K – – –
SSW
2269
Stone Summit Wealth
Florida
$540K – – –
LGG
2270
Luts & Greenleigh Group
Maryland
$539K – – –
SHFA
2271
Sherrill & Hutchins Financial Advisory
Georgia
$539K +$2.11K +4 +0.4%
TCM
2272
Triumph Capital Management
Colorado
$537K +$47.6K +90 +10%
CBA
2273
Coastal Bridge Advisors
Connecticut
$537K +$145K +275 +37%
SFS
2274
Sharp Financial Services
Pennsylvania
$536K +$15.8K +30 +3%
SIMC
2275
Squire Investment Management Company
Utah
$536K +$286K +543 +115%
89 90
91
92 93