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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 %
JWS
2351
Juncture Wealth Strategies
Arizona
$470K +$470K +890 New
CC
2352
Cypress Capital
Tennessee
$468K -$465K -881 -50%
JPLA
2353
Joseph P. Lucia & Associates
New York
$468K – – –
FVWA
2354
Foster Victor Wealth Advisors
South Carolina
$467K +$30.2K +57 +7%
Fayez Sarofim & Co
2355
Fayez Sarofim & Co
Texas
$466K -$22.7K -43 -5%
SFS
2356
Stiles Financial Services
Minnesota
$466K – – –
BP
2357
Broadleaf Partners
Ohio
$464K +$1.58K +3 +0.3%
SP
2358
Stonebrook Private
Michigan
$464K +$464K +879 New
RA
2359
Riversedge Advisors
Delaware
$462K +$528 +1 +0.1%
APW
2360
Atlantic Private Wealth
North Carolina
$459K – – –
TFG
2361
Taylor Financial Group
Virginia
$458K – – –
BMCM
2362
Burns Matteson Capital Management
New York
$457K -$136K -258 -23%
NCM
2363
New Capital Management
Texas
$457K – – –
AC
2364
Addison Capital
Pennsylvania
$456K -$9.5K -18 -2%
PWA
2365
PCG Wealth Advisors
Kansas
$456K +$1.58K +3 +0.3%
PRS
2366
Pinkerton Retirement Specialists
Idaho
$454K +$1.58K +3 +0.3%
AP
2367
Appleton Partners
Massachusetts
$454K -$16.4K -31 -3%
HC
2368
Hamilton Capital
Ohio
$453K +$89.4K +171 +25%
MIM
2369
Moseley Investment Management
Florida
$452K +$13.7K +26 +3%
BZWA
2370
Blue Zone Wealth Advisors
California
$452K +$196K +371 +76%
ACA
2371
American Capital Advisory
Idaho
$451K +$297K +562 +192%
AWM
2372
Aprio Wealth Management
Georgia
$451K -$57K -108 -11%
BLC
2373
Brown, Lisle/Cummings
Rhode Island
$451K – – –
SPWG
2374
Syntegra Private Wealth Group
Missouri
$449K – – –
AWM
2375
Accurate Wealth Management
Florida
$448K -$377K -707 -46%
93 94
95
96 97