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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 %
SIA
301
Strategic Investment Advisors
Michigan
$39.7M -$38.6M -98,223 -49%
TF
302
Trek Financial
Arizona
$38.9M +$7.1M +18,084 +22%
JAWM
303
J. Arnold Wealth Management
Ohio
$38.5M +$38.5M +98,060 New
GLA
304
Good Life Advisors
Pennsylvania
$38.5M +$489K +1,246 +1%
HWA
305
Hillcrest Wealth Advisors
New Jersey
$38M +$911K +2,320 +2%
SWA
306
Safir Wealth Advisors
New Hampshire
$37.9M -$906K -2,307 -2%
LFA
307
Level Financial Advisors
New York
$37.6M +$204K +519 +0.5%
MMA
308
Miracle Mile Advisors
California
$37.6M -$3.42M -8,715 -8%
SW
309
SVB Wealth
Massachusetts
$37.5M -$7.43M -18,924 -17%
IRAG
310
Investment Research & Advisory Group
Georgia
$37.4M +$6.03M +15,344 +19%
GBT
311
Grove Bank & Trust
Florida
$37.4M -$331K -842 -0.9%
EP
312
Eudaimonia Partners
Tennessee
$37.2M +$1.5M +3,808 +4%
KA
313
Kearns & Associates
California
$37.1M -$137K -350 -0.4%
HIF
314
Hill Island Financial
Michigan
$36.6M +$24.7K +63 +0.1%
PG
315
Proffitt & Goodson
Tennessee
$36.5M +$69.9K +178 +0.2%
AC
316
ASB Consultores
Florida
$36.4M +$26.8M +68,354 +280%
SC
317
Sierra Capital
Florida
$36.4M -$247K -630 -0.7%
GIA
318
Gladstone Institutional Advisory
Florida
$35.8M +$1.25M +3,173 +4%
Wellington Management Group
319
Wellington Management Group
Massachusetts
$35.8M +$7.19M +18,314 +25%
SMA
320
Sage Mountain Advisors
Georgia
$35.8M -$1.31M -3,347 -4%
1832 Asset Management
321
1832 Asset Management
Ontario, Canada
$35.8M -$906K -2,306 -2%
OH
322
Oikos Holdings
New York
$35.7M – – –
FCH
323
Freestone Capital Holdings
Washington
$35.5M -$451K -1,148 -1%
SC
324
Steph & Co
Wisconsin
$35.4M -$759K -1,932 -2%
Legacy Financial Group (Iowa)
325
Legacy Financial Group (Iowa)
Iowa
$35.2M +$7.92M +20,170 +29%
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