Vault-13

Vanguard S&P 500 ETF SHS

ETF · CUSIP 922908413

2 institutional holders +1 vs Q1 2024
29,91429.9k shares reported held*
$14.5mreported value*
1 new 0 added 1 reduced 0 sold out net sold ≈ $586.9k (-1.2k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $485.58.

Trends to Q2 2024

Institutional holders

Managers reporting a position, each quarter

024Q3 22: 3Q4 22: 4Q1 23: 4Q2 23: 3Q3 23: 3Q4 23: 3Q1 24: 1Q2 24: 22Q3 22Q1 23Q3 23Q1 24Q2 24
Numbers
QuarterHolders
Q3 20223
Q4 20224
Q1 20234
Q2 20233
Q3 20233
Q4 20233
Q1 20241
Q2 20242

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q4 22: 2 bought or addedQ4 22: 0 cut or sold outQ4 22Q1 23: 3 bought or addedQ1 23: 1 cut or sold outQ2 23: 0 bought or addedQ2 23: 1 cut or sold outQ2 23Q3 23: 2 bought or addedQ3 23: 0 cut or sold outQ4 23: 0 bought or addedQ4 23: 1 cut or sold outQ4 23Q1 24: 1 bought or addedQ1 24: 1 cut or sold outQ2 24: 1 bought or addedQ2 24: 1 cut or sold outQ2 24
Numbers
QuarterBought or addedCut or sold out
Q4 202220
Q1 202331
Q2 202301
Q3 202320
Q4 202301
Q1 202411
Q2 202411

Biggest buyers

Grey Fox Wealth Advisors, LLC New +480+480

Biggest sellers

Custom Portfolio Group LLC Reduced -1,669-1.7k

Holders, Q2 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Custom Portfolio Group LLC 11.25% of their portfolio ENGLEWOOD, CO 29,43429.4k $14.3m $14.3m 11.25% Reduced -1.7k -1,669
2 Grey Fox Wealth Advisors, LLC 0.08% of their portfolio ROCKLAND, DE 480480 $240.9k $240.9k 0.08% New