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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 %
FNBOO
451
First National Bank of Omaha
Nebraska
$21.2M +$516K +1,313 +2%
VC
452
Vicus Capital
Pennsylvania
$21.1M -$1.36M -3,461 -6%
State Street
453
State Street
Massachusetts
$21.1M -$906K -2,306 -4%
CSIA
454
Carl Stuart Investment Advisor
Texas
$21M -$80.9K -206 -0.4%
BCM
455
Basso Capital Management
Connecticut
$20.8M +$310K +790 +2%
KPWS
456
Kestra Private Wealth Services
Texas
$20.7M +$4.86M +12,386 +31%
AF
457
Allworth Financial
California
$20.6M -$823K -2,097 -4%
FHB
458
First Hawaiian Bank
Hawaii
$20.5M +$266K +678 +1%
GG
459
GenWealth Group
New Jersey
$20.5M -$527K -1,343 -3%
TPWA
460
TRUE Private Wealth Advisors
Oregon
$20.5M +$20.5M +52,183 New
Franklin Resources
461
Franklin Resources
California
$20.4M +$548K +1,396 +3%
OHWP
462
Oak Harbor Wealth Partners
North Carolina
$20.2M +$859K +2,187 +4%
EWM
463
Evercore Wealth Management
New York
$20.2M -$232K -592 -1%
SWA
464
SOA Wealth Advisors
New York
$20.1M +$134K +342 +0.7%
PFA
465
Professional Financial Advisors
Nebraska
$19.9M +$6.36M +16,191 +47%
Principal Financial Group
466
Principal Financial Group
Iowa
$19.9M +$3.24M +8,242 +19%
TSW
467
Thompson Siegel & Walmsley
Virginia
$19.9M +$154K +391 +0.8%
SAA
468
Southeast Asset Advisors
Georgia
$19.8M +$131K +334 +0.7%
PWLP
469
Prio Wealth Limited Partnership
Massachusetts
$19.8M +$310K +789 +2%
Retirement Systems of Alabama
470
Retirement Systems of Alabama
Alabama
$19.7M +$14.5M +37,040 +283%
TA
471
TRB Advisors
New York
$19.6M -$118M -300,000 -86%
OC
472
Oppenheimer & Co
New York
$19.6M +$660K +1,681 +3%
BAM
473
Banta Asset Management
California
$19.5M -$1.05M -2,680 -5%
BWM
474
Boyd Wealth Management
California
$19.4M +$2.72M +6,921 +16%
GFP
475
Guardian Financial Partners
California
$19.4M +$19.4M +49,372 New
17 18
19
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