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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 %
BRWA
376
B. Riley Wealth Advisors
Florida
$29.6M +$929K +2,358 +3%
GT
377
Greenleaf Trust
Michigan
$29.6M +$595K +1,514 +2%
BBVA
378
Banco Bilbao Vizcaya Argentaria
Spain
$29.5M +$27.6M +573,529 +1,434%
BF
379
BOK Financial
Oklahoma
$29.4M +$2.03M +5,284 +7%
FG
380
Fiduciary Group
Georgia
$29.4M -$397K -1,012 -1%
MA
381
Mutual Advisors
Nebraska
$29.2M +$101K +256 +0.3%
SAM
382
Secure Asset Management
Michigan
$29M +$23.3M +59,280 +409%
PFA
383
Pure Financial Advisors
California
$28.9M +$5.9M +15,031 +26%
OWM
384
Olympus Wealth Management
Utah
$28.7M -$1.26M -3,200 -4%
IA
385
IFG Advisory
Georgia
$28.5M +$951K +2,422 +3%
SAM
386
Securian Asset Management
Minnesota
$28.5M +$334K +850 +1%
LFGH
387
Lee Financial Group Hawaii
Hawaii
$28M +$5.48M +13,951 +24%
CB
388
Commerce Bank
Missouri
$28M -$1.32M -3,357 -5%
TPCW
389
TD Private Client Wealth
New York
$28M +$6.38M +16,241 +30%
MWC
390
MBM Wealth Consultants
Missouri
$27.9M +$490K +1,236 +2%
SFA
391
Souders Financial Advisors
Ohio
$27.9M -$1.08M -2,743 -4%
AW
392
Avion Wealth
Texas
$27.8M +$876K +2,231 +3%
AA
393
Aufman Associates
Pennsylvania
$27.7M -$437K -1,112 -2%
AAM
394
Ameraudi Asset Management
New York
$27.6M +$1.75M +4,467 +7%
B
395
Bailard
California
$27.6M +$19.9M +50,548 +258%
CW
396
CIC Wealth
Maryland
$27.5M +$1.95M +4,966 +8%
JFG
397
JDM Financial Group
Texas
$27.3M -$676K -1,721 -2%
Carson Wealth (CWM LLC)
398
Carson Wealth (CWM LLC)
Nebraska
$26.7M -$155K -394 -0.6%
LWMNY
399
Landmark Wealth Management (New York)
New York
$26.6M +$26.6M +67,862 New
RA
400
Resolute Advisors
California
$26.6M -$3.5M -8,872 -12%
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