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Vanguard S&P 500 ETF
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Overview Fund Activity

2,399 hedge funds and large institutions have $128B invested in Vanguard S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 140 funds opening new positions, 1,156 increasing their positions, 769 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,399
Holders Change
+28
Holders Change %
+1.18%
% of All Funds
38.25%
Holding in Top 10
557
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+0.36%
% of All Funds
8.88%
New
140
Increased
1,156
Reduced
769
Closed
84
Calls
$1.06B
Puts
$766M
Net Calls
+$296M
Net Calls Change
+$33.7M

Top Buyers

1
FA
Fiducient Advisors
Illinois
$848M
2
RJA
Raymond James & Associates
Florida
$8.96B
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.48B
4
PFO
Pathstone Family Office
New Jersey
$520M
5
CI
Clal Insurance
Israel
$688M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.31B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.31B
3
Cerity Partners
Cerity Partners
New York
$367M
4
CS
Credit Suisse
Switzerland
$480M
5
UCFA
United Capital Financial Advisors
Texas
$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
226
Acorn Financial Advisory Services
Virginia
$61.4M +$95K +242 +0.2%
CA
227
Crane Advisory
California
$61.3M +$7.98M +20,101 +15%
CCA
228
Column Capital Advisors
Indiana
$61.1M -$21M -319,918 -26%
WFA
229
WestHill Financial Advisors
California
$61M -$1.42M -3,608 -2%
PCP
230
Proficio Capital Partners
Massachusetts
$60.3M +$17.8M +45,337 +42%
IL
231
Investure LLC
Virginia
$59.9M -$7.92M -20,157 -12%
CF
232
Cantor Fitzgerald
New York
$59.5M -$2.58M -6,580 -4%
TA
233
Tectonic Advisors
Texas
$58.3M +$3.46M +8,819 +6%
WT
234
Washington Trust
Rhode Island
$58.2M +$258K +658 +0.4%
AFIMH
235
American Family Insurance Mutual Holding
Wisconsin
$58M – – –
AL
236
Aspiriant LLC
California
$58M -$875K -2,228 -1%
EWM
237
Evermay Wealth Management
Virginia
$57.7M -$1.29M -3,276 -2%
HCC
238
Hirtle Callaghan & Co
Pennsylvania
$56.9M +$4.06M +10,328 +8%
FA
239
FDx Advisors
Illinois
$56.8M -$2.66M -6,772 -4%
FF
240
Francis Financial
$56.4M +$3.39M +8,638 +6%
ANTB
241
AMG National Trust Bank
Colorado
$56.4M -$102K -261 -0.2%
Prudential Financial
242
Prudential Financial
New Jersey
$55.9M +$6.7M +17,074 +14%
FU
243
Fairfield University
Connecticut
$55.3M +$210K +534 +0.4%
PWM
244
Perigon Wealth Management
California
$55M +$4.45M +11,343 +9%
MDSL
245
M.D. Sass LLC
New York
$54.2M +$9.6M +24,445 +22%
AM
246
AGF Management
Ontario, Canada
$54.2M -$2.07M -5,274 -4%
SIS
247
Strategic Investment Solutions
Illinois
$53.9M +$53.1M +129,929 +6,632%
HCM
248
Hollencrest Capital Management
California
$53.8M +$1.34M +3,401 +3%
WB
249
Webster Bank
Connecticut
$53.7M -$384K -978 -0.7%
AWM
250
Angeles Wealth Management
California
$53.4M +$24M +61,139 +82%
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