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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 %
SAM
326
Sompo Asset Management
Japan
$35.1M -$1.58M -4,017 -4%
CPW
327
Crestmont Private Wealth
Texas
$35M +$987K +2,513 +3%
MIC
328
Means Investment Company
Maine
$35M +$7.74M +19,699 +28%
DK
329
David Kennon
Florida
$34.9M +$208K +530 +0.6%
HSBC Holdings
330
HSBC Holdings
United Kingdom
$34.8M -$1.4M -3,558 -4%
AAMA
331
Advanced Asset Management Advisors
Ohio
$34.7M -$80.9K -206 -0.2%
FTS
332
Fifth Third Securities
Ohio
$34.7M +$2.51M +6,377 +8%
BS
333
Banco Santander
Spain
$34.4M -$4.86M -12,368 -12%
FCI
334
Financial Counselors Inc
Kansas
$34.4M +$1.77M +4,507 +5%
SWM
335
SigFig Wealth Management
California
$34.4M -$1.64M -4,175 -5%
ICG
336
InterOcean Capital Group
Tennessee
$34.2M -$11.4M -28,989 -25%
BCI
337
Brinker Capital Investments
Pennsylvania
$34.2M -$466K -1,187 -1%
OPS
338
Orion Portfolio Solutions
Nebraska
$34.2M -$466K -1,187 -1%
FSA
339
Financial Sense Advisors
California
$34.2M +$8.29M +21,109 +32%
KV
340
Kickstand Ventures
New York
$34M +$34M +86,468 New
SLI
341
Sumitomo Life Insurance
Japan
$33.4M +$23.6M +58,500 +239%
GWP
342
Gateway Wealth Partners
Wisconsin
$33.4M +$2.18M +5,547 +7%
NSAM
343
North Star Asset Management
Wisconsin
$33.1M -$564K -1,436 -2%
CG
344
CFO4Life Group
Texas
$33.1M +$896K +2,282 +3%
IWC
345
Integrated Wealth Concepts
Massachusetts
$33.1M -$1.02M -2,610 -3%
OL
346
Optas LLC
Texas
$33.1M +$2.31M +5,880 +8%
RC
347
Roundview Capital
New Jersey
$32.8M +$4.27M +10,881 +15%
3IP
348
3Chopt Investment Partners
Virginia
$32.8M +$12.7M +32,238 +63%
FWIA
349
Fort Washington Investment Advisors
Ohio
$32.7M -$69.9K -178 -0.2%
OWP
350
Obermeyer Wealth Partners
Colorado
$32.5M +$3.31M +8,440 +11%
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