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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 %
BB
276
Bell Bank
North Dakota
$47.3M -$576K -1,468 -1%
AAS
277
Avantax Advisory Services
Texas
$47.1M +$1.42M +3,622 +3%
WPC
278
Wedmont Private Capital
Pennsylvania
$46.5M +$6.31M +15,883 +16%
CGL
279
Clarius Group LLC
Washington
$46.1M -$3.32M -8,459 -7%
CA
280
CoreCap Advisors
Michigan
$45.2M -$1.29M -3,273 -3%
GFG
281
Goldstone Financial Group
Illinois
$44.9M +$629K +1,603 +1%
AI
282
Atria Investments
North Carolina
$44.8M +$1.62M +4,113 +4%
WAP
283
Wealthcare Advisory Partners
Pennsylvania
$44.7M -$1.23M -3,142 -3%
KAH
284
Kathryn A. Hall
$44.6M – – –
GC
285
Garde Capital
Washington
$44.4M +$16.5M +41,930 +59%
PLU
286
Performa Ltd (US)
South Carolina
$44.4M +$2.68M +6,823 +6%
DWM
287
Dechtman Wealth Management
Colorado
$44.3M +$4.83M +12,291 +12%
MA
288
MJP Associates
Connecticut
$44.2M +$25.8M +65,777 +140%
CFGSD
289
Compass Financial Group (South Dakota)
South Dakota
$43.6M +$2.53M +6,452 +6%
Comerica Bank
290
Comerica Bank
Texas
$43.5M +$43.5M +110,769 New
BP
291
Ballentine Partners
Massachusetts
$43.4M +$19.2K +49 +0%
ML
292
Mayport LLC
Massachusetts
$43.1M +$3.08M +7,847 +8%
FFA
293
Fragasso Financial Advisors
Pennsylvania
$42.7M +$485K +1,236 +1%
RWP
294
Reliant Wealth Planning
Kentucky
$42.5M -$1.6M -4,078 -4%
BC
295
Brio Consultants
California
$42.4M +$1.04M +2,655 +3%
BP
296
BCK Partners
New York
$41.8M +$543K +1,384 +1%
RG
297
Rathbones Group
United Kingdom
$41.3M +$15.6M +39,672 +60%
NFG
298
Nadler Financial Group
Illinois
$41.2M +$492K +1,253 +1%
PNC Financial Services Group
299
PNC Financial Services Group
Pennsylvania
$40.5M +$1,000K +2,546 +3%
TCM
300
Twele Capital Management
Minnesota
$40M -$67.9K -173 -0.2%
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