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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
+$801M
2
RJA
Raymond James & Associates
Florida
+$605M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$484M
4
PFO
Pathstone Family Office
New Jersey
+$465M
5
CI
Clal Insurance
Israel
+$316M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.57B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$937M
3
Cerity Partners
Cerity Partners
New York
-$397M
4
CS
Credit Suisse
Switzerland
-$267M
5
UCFA
United Capital Financial Advisors
Texas
-$213M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCA
251
Scott Capital Advisors
Oregon
$53.2M +$5.16M +12,891 +11%
MNG
252
Manning & Napier Group
New York
$53.1M -$53.5M – –
TWM
253
Trevian Wealth Management
Massachusetts
$52.5M +$52.5M +133,756 New
EW
254
Evoke Wealth
California
$51.9M +$1.77M +4,485 +4%
EGWAG
255
Elwood & Goetz Wealth Advisory Group
Georgia
$51.2M -$1.88M -4,794 -4%
FPTW
256
Franklin, Parlapiano, Turner & Welch
Texas
$51M +$898K +2,288 +2%
Canada Life
257
Canada Life
Manitoba, Canada
$50.8M -$1.27M -3,261 -2%
RWB
258
RMR Wealth Builders
New Jersey
$50.6M +$2.56M +6,515 +5%
RH
259
RFG Holdings
Texas
$50.5M +$530K +1,350 +1%
JRP
260
Jasper Ridge Partners
California
$50.3M -$10.2M -26,040 -17%
SL
261
Salomon & Ludwin
Virginia
$50.2M +$189K +483 +0.4%
WSWA
262
Warren Street Wealth Advisors
California
$49.7M -$566K -1,442 -1%
AIP
263
Ameritas Investment Partners
Nebraska
$49.6M -$3.95M -10,052 -7%
AO
264
Advisor OS
Illinois
$49.6M +$25.5M +64,947 +106%
SC
265
Stephens Consulting
Michigan
$49.2M +$66.8K +170 +0.1%
P3I
266
Progeny 3 Inc
Washington
$49.2M – – –
SFO
267
Standard Family Office
South Dakota
$49.1M – – –
AFS
268
Amtrust Financial Services
New York
$48.7M – – –
OFS
269
Oldfather Financial Services
Nebraska
$48.7M +$247K +628 +0.5%
LFG
270
Larson Financial Group
Missouri
$48.7M +$3.24M +8,249 +7%
HNB
271
Huntington National Bank
Ohio
$48.7M -$187M – –
SS
272
Simplicity Solutions
Minnesota
$48.6M +$245K +625 +0.5%
SWM
273
Selective Wealth Management
Virginia
$48.5M -$249K -639 -0.5%
AGA
274
Arkos Global Advisors
Texas
$48.1M -$12.3M -31,430 -20%
SAM
275
Standpoint Asset Management
Arizona
$48.1M +$1.57M +4,000 +3%
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