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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 %
FIA
476
Foundations Investment Advisors
Arizona
$19.4M +$3.82M +9,720 +25%
CWC
477
Carolinas Wealth Consulting
North Carolina
$19.3M -$3.75M -9,767 -16%
BHWM
478
Beaird Harris Wealth Management
Texas
$19.3M +$1.43M +3,650 +8%
CFB
479
Cullen/Frost Bankers
Texas
$19.2M -$288K -733 -1%
MPW
480
MGO Private Wealth
California
$19.2M +$2.99M +7,623 +18%
IAN
481
Integrated Advisors Network
Texas
$19.2M +$2.59M +6,596 +16%
GWM
482
Geneos Wealth Management
Colorado
$19.1M +$4.77M +12,144 +33%
BCM
483
Brookstone Capital Management
Illinois
$19.1M +$1.85M +4,716 +11%
WJWM
484
Williams Jones Wealth Management
New York
$19M +$161K +409 +0.9%
CFSG
485
Clark Financial Services Group
Missouri
$18.9M -$49.5K -126 -0.3%
FMP
486
Financial Management Professionals
Texas
$18.8M +$1.26M +3,207 +7%
BAM
487
Belpointe Asset Management
Nevada
$18.8M +$2.68M +6,828 +17%
CAG
488
Crestwood Advisors Group
Massachusetts
$18.6M +$5.73M +14,580 +44%
FFC
489
First Financial Corp
Indiana
$18.6M -$130K -331 -0.7%
FHA
490
First Horizon Advisors
Tennessee
$18.6M -$1.12M -2,843 -6%
HSA
491
HBK Sorce Advisory
Pennsylvania
$18.4M -$128K -325 -0.7%
CWM
492
Congress Wealth Management
Massachusetts
$18.2M -$367K -934 -2%
AWA
493
Arkadios Wealth Advisors
Georgia
$18.2M +$16M +40,841 +755%
SF
494
Synovus Financial
Georgia
$18.2M -$713K -1,814 -4%
ZIG
495
Zurich Insurance Group
Switzerland
$18.1M -$337K -856 -2%
KHLMTHM
496
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$18.1M – – –
CFFNO
497
Common Fund For Nonprofit Organizations
Connecticut
$18.1M -$657K -1,672 -4%
EWA
498
EP Wealth Advisors
California
$17.9M +$16.9M +43,073 +1,727%
SB
499
Strategic Blueprint
Georgia
$17.8M +$3.42M +8,717 +24%
SAG
500
SageView Advisory Group
California
$17.7M +$3.5M +8,905 +25%
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