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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 %
CIA
2351
Cape Investment Advisory
Georgia
$381K +$86K +172 +29%
EB
2352
Exchange Bank
California
$379K – – –
GHAM
2353
Gilman Hill Asset Management
Connecticut
$379K – – –
WAM
2354
Weatherly Asset Management
California
$377K – – –
PWA
2355
Prairie Wealth Advisors
Nebraska
$376K +$14K +28 +4%
TA
2356
TrueWealth Advisors
Alabama
$376K – – –
BWL
2357
Beacon Wealthcare LLC
North Carolina
$374K -$84K -168 -18%
CSA
2358
Cottage Street Advisors
Massachusetts
$374K -$116K -231 -24%
CFP
2359
Cypress Financial Planning
New Jersey
$374K +$148K +296 +66%
SWM
2360
Shakespeare Wealth Management
Wisconsin
$373K +$9.01K +18 +2%
HW
2361
Hedeker Wealth
Illinois
$373K -$276K -551 -43%
SEI Investments
2362
SEI Investments
Pennsylvania
$373K +$68K +136 +22%
LL
2363
LWMG LLC
Minnesota
$372K -$19.5K -39 -5%
CBA
2364
Coastal Bridge Advisors
Connecticut
$371K +$36K +72 +11%
GCM
2365
Gables Capital Management
Florida
$370K – – –
AWMG
2366
Alliance Wealth Management Group
New Jersey
$370K – – –
LA
2367
Lifeworks Advisors
Michigan
$370K +$370K +739 New
FOA
2368
Five Oceans Advisors
California
$366K -$437K -874 -54%
LCM
2369
LVM Capital Management
Michigan
$366K +$366K +733 New
HSWS
2370
Higgins & Schmidt Wealth Strategies
Colorado
$364K +$10.5K +21 +3%
PAIM
2371
Punch & Associates Investment Management
Minnesota
$364K +$335K +670 +1,155%
TPWM
2372
Twelve Points Wealth Management
Massachusetts
$362K +$140K +280 +63%
SFP
2373
Shepherd Financial Partners
Massachusetts
$361K – – –
CF
2374
Convergence Financial
Missouri
$361K +$361K +722 New
KHCM
2375
Kirtland Hills Capital Management
Ohio
$361K -$31K -62 -8%
93 94
95
96 97