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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 %
GHAM
2426
Gilman Hill Asset Management
Connecticut
$400K – – –
SFP
2427
Shepherd Financial Partners
Massachusetts
$399K +$18.5K +35 +5%
HFS
2428
Hantz Financial Services
Michigan
$399K -$23.2K -44 -6%
LGA
2429
Lebenthal Global Advisors
New York
$398K +$27.4K +52 +7%
CI
2430
Ceera Investments
Texas
$398K +$58K +110 +17%
WAM
2431
Weatherly Asset Management
California
$398K – – –
SIC
2432
Sterling Investment Counsel
New York
$397K -$8.97K -17 -2%
TA
2433
TrueWealth Advisors
Alabama
$397K +$527 +1 +0.1%
CF
2434
Concorde Financial
Texas
$396K +$396K +749 New
CSA
2435
Cottage Street Advisors
Massachusetts
$396K +$1.58K +3 +0.4%
CCG
2436
Catalina Capital Group
California
$395K +$90.2K +171 +30%
CFP
2437
Cypress Financial Planning
New Jersey
$393K -$1.58K -3 -0.4%
SFP
2438
Strategic Financial Planning
Texas
$392K +$392K +742 New
AWMG
2439
Alliance Wealth Management Group
New Jersey
$391K +$1.58K +3 +0.4%
GCM
2440
Gables Capital Management
Florida
$390K – – –
SEM
2441
Suncoast Equity Management
Florida
$390K +$390K +739 New
FOA
2442
Five Oceans Advisors
California
$388K +$1.06K +2 +0.3%
WAG
2443
Windsor Advisory Group
Ohio
$387K +$335K +634 +634%
WCA
2444
Westover Capital Advisors
Delaware
$387K +$387K +734 New
NIWA
2445
New Insight Wealth Advisors
California
$385K +$50.6K +96 +15%
IAP
2446
Indie Asset Partners
Indiana
$384K +$60.2K +114 +19%
HSWS
2447
Higgins & Schmidt Wealth Strategies
Colorado
$384K – – –
ECM
2448
Exchange Capital Management
Michigan
$384K +$61.2K +116 +19%
LL
2449
LWMG LLC
Minnesota
$382K -$10K -19 -3%
HA
2450
Herold Advisors
New York
$377K +$377K +714 New
96 97
98
99 100