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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 %
WTC
501
WhitTier Trust Company
Nevada
$17.7M -$19.6K -50 -0.1%
GBWM
502
Granite Bay Wealth Management
New Hampshire
$17.6M +$17.6M +42,990 New
CLG
503
Cooperman Leon G
$17.6M – – –
MWM
504
Madison Wealth Management
Ohio
$17.6M +$1.73M +4,412 +11%
RIM
505
Redwood Investment Management
Arizona
$17.6M +$9.43M +24,008 +116%
PCM
506
Parsons Capital Management
Rhode Island
$17.5M +$742K +1,889 +4%
CG
507
Clifford Group
Massachusetts
$17.5M +$694K +1,767 +4%
MNBTD
508
Moody National Bank Trust Division
Texas
$17.3M +$3.32M +8,457 +24%
FCAS
509
First Command Advisory Services
Texas
$17.1M +$17.1M +43,646 New
ACA
510
Aptus Capital Advisors
Alabama
$17.1M +$3.24M +8,249 +23%
WPW
511
Waldron Private Wealth
Pennsylvania
$17.1M -$651K -1,652 -4%
National Bank of Canada
512
National Bank of Canada
Quebec, Canada
$17.1M -$266K -678 -2%
CFO
513
CVA Family Office
Colorado
$17M +$252K +641 +1%
CWA
514
Core Wealth Advisors
Florida
$17M +$384K +979 +2%
Berkshire Hathaway
515
Berkshire Hathaway
Nebraska
$16.9M – – –
AF
516
Advisornet Financial
Minnesota
$16.8M +$576K +1,466 +4%
LIM
517
Leavell Investment Management
Alabama
$16.8M +$461K +1,169 +3%
FCBT
518
First Citizens Bank & Trust
North Carolina
$16.7M +$119K +304 +0.7%
AL
519
ADE LLC
Maryland
$16.7M +$436K +1,109 +3%
CWM
520
Certus Wealth Management
California
$16.6M +$2.48M +6,318 +18%
GVAG
521
Great Valley Advisor Group
Delaware
$16.6M -$957K -2,438 -5%
SCA
522
Sandy Cove Advisors
Massachusetts
$16.3M +$100K +255 +0.6%
HNWAG
523
High Net Worth Advisory Group
Florida
$16.3M +$136K +346 +0.8%
BFA
524
Beaumont Financial Advisors
Massachusetts
$16.1M -$1.09M -2,774 -6%
OPW
525
Oxler Private Wealth
New York
$15.9M +$51.5K +131 +0.3%
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