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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 %
SWMG
2276
Signature Wealth Management Group
Georgia
$441K -$1K -2 -0.2%
MWPCG
2277
Measured Wealth Private Client Group
New Hampshire
$441K – – –
ODG
2278
O'Dell Group
Ohio
$440K – – –
SWIG
2279
Strategic Wealth Investment Group
Kentucky
$440K +$440K +878 New
PG
2280
Patten Group
Tennessee
$440K – – –
PGAM
2281
Princeton Global Asset Management
New Jersey
$440K +$225K +451 +105%
BP
2282
Broadleaf Partners
Ohio
$439K +$1.5K +3 +0.3%
FAM
2283
Family Asset Management
South Carolina
$438K +$21.5K +43 +5%
BHBT
2284
Burke & Herbert Bank & Trust
Virginia
$438K – – –
RA
2285
Riversedge Advisors
Delaware
$437K -$13.5K -27 -3%
JWM
2286
JFG Wealth Management
Colorado
$437K +$437K +874 New
PFA
2287
Pathway Financial Advisers
Indiana
$437K +$38K +77 +10%
LWM
2288
Lyell Wealth Management
California
$435K +$435K +871 New
APW
2289
Atlantic Private Wealth
North Carolina
$435K – – –
SIAS
2290
Summit Investment Advisory Services
Minnesota
$434K -$14.5K -29 -3%
HB
2291
HTLF Bank
Colorado
$434K -$52.5K -105 -11%
TFG
2292
Taylor Financial Group
Virginia
$434K -$2.5K -5 -0.6%
GWM
2293
GDS Wealth Management
Texas
$434K +$25K +50 +6%
NCM
2294
New Capital Management
Texas
$433K +$26.5K +53 +7%
HNW
2295
High Note Wealth
Minnesota
$432K -$2.5K -5 -0.6%
PWA
2296
PCG Wealth Advisors
Kansas
$431K – – –
FWP
2297
Falcon Wealth Planning
California
$430K -$290K -581 -40%
PRS
2298
Pinkerton Retirement Specialists
Idaho
$429K +$5K +10 +1%
SIG
2299
Sargent Investment Group
Maryland
$428K +$103K +206 +32%
FVWA
2300
Foster Victor Wealth Advisors
South Carolina
$427K +$106K +205 +33%
90 91
92
93 94