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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 %
IWP
2376
IAG Wealth Partners
Wisconsin
$447K -$192K -364 -30%
OWA
2377
One Wealth Advisors
California
$447K -$59.8K -113 -12%
PWPS
2378
Pinnacle Wealth Planning Services
Ohio
$444K +$444K +841 New
ACM
2379
Ayrshire Capital Management
Connecticut
$442K – – –
CFO
2380
Colony Family Offices
North Carolina
$441K – – –
MC
2381
Matisse Capital
Oregon
$441K +$36.4K +69 +9%
GMA
2382
Glassy Mountain Advisors
Maryland
$440K – – –
ATC
2383
Advantage Trust Company
Kansas
$438K +$1.06K +2 +0.2%
NWM
2384
Napa Wealth Management
California
$438K +$3.69K +7 +0.9%
FCIM
2385
Fairview Capital Investment Management
California
$438K +$79.2K +150 +22%
ARC
2386
Advisor Resource Council
Texas
$437K +$437K +828 New
APS
2387
American Planning Services
Florida
$435K – – –
TWM
2388
TCFG Wealth Management
California
$435K +$435K +824 New
HNW
2389
High Note Wealth
Minnesota
$433K -$22.2K -42 -5%
DWM
2390
Dogwood Wealth Management
Kansas
$432K – – –
HWM
2391
Horizons Wealth Management
North Carolina
$431K -$7.92K -15 -2%
FAM
2392
Family Asset Management
South Carolina
$429K -$33.3K -63 -7%
SC
2393
Swan Capital
Florida
$428K – – –
ODFS
2394
O'Donnell Financial Services
California
$428K +$1.58K +3 +0.4%
GWSG
2395
GPS Wealth Strategies Group
Colorado
$427K -$13.2K -25 -3%
PP
2396
Pacifica Partners
Canada
$426K -$96K -182 -18%
CISOA
2397
Capital Investment Services of America
Wisconsin
$425K +$20.6K +39 +5%
KIG
2398
Kowal Investment Group
Wisconsin
$424K +$1.06K +2 +0.2%
WKSWA
2399
White Knight Strategic Wealth Advisors
New Jersey
$421K -$528 -1 -0.1%
DCBT
2400
Dakota Community Bank & Trust
North Dakota
$421K +$52.8K +100 +14%
94 95
96
97 98