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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 %
SFG
426
Sage Financial Group
Pennsylvania
$23.5M +$16.5K +42 +0.1%
IAA
427
Independent Advisor Alliance
North Carolina
$23.5M +$2.36M +6,005 +11%
BSW
428
Buckingham Strategic Wealth
Missouri
$23.4M +$864K +2,199 +4%
CH
429
Canton Hathaway
Rhode Island
$23.3M – – –
RFM
430
Royal Fund Management
Florida
$23.3M +$1.34M +3,400 +6%
CWA
431
CM Wealth Advisors
Ohio
$23.3M -$2.07M -5,017 -8%
IMPI
432
Ilmarinen Mutual Pension Insurance
Finland
$23.3M +$5.19M +13,213 +29%
PAI
433
Pittenger & Anderson Inc
Nebraska
$23.3M +$760K +1,935 +3%
FPCP
434
Fort Point Capital Partners
California
$23.2M +$235K +599 +1%
TA
435
Tiedemann Advisors
New York
$23.1M -$372K -944 -2%
RWG
436
Ratio Wealth Group
Colorado
$23M +$206K +525 +0.9%
AA
437
Alta Advisers
United Kingdom
$22.7M -$347K -884 -2%
JWM
438
Jackson Wealth Management
Florida
$22.4M +$820K +2,088 +4%
AWM
439
Avior Wealth Management
Nebraska
$22.3M -$36.1K -92 -0.2%
WFAG
440
Wescott Financial Advisory Group
Pennsylvania
$22.2M -$25.1K -64 -0.1%
VA
441
Vident Advisory
Georgia
$22.1M +$22.1M +56,277 New
UOC
442
University of Chicago
Illinois
$22.1M -$10.6M -26,834 -32%
AWA
443
AmeriServ Wealth Advisors
Pennsylvania
$21.9M +$1.51M +3,852 +7%
New York State Common Retirement Fund
444
New York State Common Retirement Fund
New York
$21.8M -$2.36M -6,021 -10%
ACA
445
Aspire Capital Advisors
Washington
$21.7M +$1.41M +3,601 +7%
UF
446
Univest Financial
Pennsylvania
$21.6M – – –
CW
447
Cook Wealth
North Carolina
$21.4M +$8.25M +21,770 +63%
WPA
448
West Paces Advisors
Georgia
$21.3M +$194K +493 +0.9%
RA
449
Rational Advisors
New York
$21.2M -$2.91M -7,421 -12%
PCMC
450
Private Capital Management (Colorado)
Colorado
$21.2M -$601K -1,530 -3%
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