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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 %
CCM
351
Ciovacco Capital Management
Georgia
$32.3M +$1.18M +3,016 +4%
AA
352
AJ Advisors
Tennessee
$32.2M +$1.27M +3,243 +4%
FT
353
Fiduciary Trust
Massachusetts
$32.2M -$1.44M -3,656 -4%
MFIMFI
354
Mesirow Financial Investment Management - Fixed Income
Illinois
$31.9M -$769K -1,957 -2%
RCS
355
Retirement Capital Strategies
California
$31.9M +$19.5M +49,656 +158%
SPC
356
Sigma Planning Corp
Michigan
$31.9M +$1.62M +4,121 +5%
F4L
357
Fortune 45 LLC
Louisiana
$31.8M +$651K +1,657 +2%
RFC
358
Regions Financial Corp
Alabama
$31.8M +$555K +1,414 +2%
RA
359
RFG Advisory
Alabama
$31.7M +$8.7M +22,149 +38%
NIM
360
Northeast Investment Management
Massachusetts
$31.6M +$410K +1,044 +1%
B
361
Bridgeworth
Alabama
$31.5M -$29.9M -76,099 -49%
HTI
362
Hikari Tsushin Inc
Japan
$31.2M – – –
OHIS
363
Oak Harvest Investment Services
Texas
$31.2M -$1.15M -2,916 -4%
PIA
364
Pinion Investment Advisors
Kansas
$31M +$3.81M +9,691 +14%
EWP
365
Engrave Wealth Partners
Texas
$30.9M +$469K +1,195 +2%
CL
366
Choreo LLC
Illinois
$30.8M -$278K -706 -0.9%
PGWM
367
Parisi Gray Wealth Management
New Jersey
$30.7M -$595K -1,514 -2%
CGPCS
368
Capital Group Private Client Services
California
$30.4M +$759K +1,933 +3%
SC
369
Scotia Capital
Ontario, Canada
$30.4M -$2.64M -6,731 -8%
BP
370
BBR Partners
New York
$30.4M +$785 +2 +0%
CTC
371
Central Trust Company
Missouri
$30.3M +$1.57M +4,005 +5%
Deutsche Bank
372
Deutsche Bank
Germany
$30.1M +$1.48M +3,780 +5%
TCB
373
Texas Capital Bancshares
Texas
$30M +$2.13M +5,427 +8%
PFM
374
Phillips Financial Management
Indiana
$29.8M +$108K +275 +0.4%
FWM
375
ForthRight Wealth Management
Georgia
$29.7M -$101K -257 -0.3%
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