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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 %
VFA
526
Valeo Financial Advisors
Indiana
$15.8M +$154K +391 +1%
FFH
527
Fairfax Financial Holdings
Ontario, Canada
$15.7M -$17.3M -44,000 -52%
EWA
528
Exencial Wealth Advisors
Oklahoma
$15.7M +$337K +859 +2%
ELI
529
Empire Life Investments
Ontario, Canada
$15.6M -$3.18M -8,087 -17%
TWC
530
TD Waterhouse Canada
Ontario, Canada
$15.6M +$1.5M +3,778 +11%
IFS
531
Intelligent Financial Strategies
Minnesota
$15.6M +$155K +394 +1%
AWA
532
Arete Wealth Advisors
Illinois
$15.5M -$9.48M -24,137 -38%
PL
533
Plancorp LLC
Missouri
$15.5M +$2.55M +6,501 +20%
HAC
534
Harbor Advisory Corp
New Hampshire
$15.4M -$58.1K -148 -0.4%
JFG
535
Jefferies Financial Group
New York
$15.4M +$274K +699 +2%
GH
536
GAM Holding
Switzerland
$15.4M -$528K -1,345 -3%
AWMS
537
Advocacy Wealth Management Services
Georgia
$15.4M -$582K -1,482 -4%
BSAM
538
Blue Square Asset Management
New York
$15.3M -$311K -793 -2%
IA
539
IFG Advisors
Missouri
$15.3M +$3.1M +7,893 +25%
KWM
540
Kingsview Wealth Management
Oregon
$15.2M +$2.04M +5,186 +15%
CFA
541
CWS Financial Advisors
Michigan
$15.1M +$1.09M +2,781 +8%
FMC
542
First Merchants Corp
Indiana
$15.1M +$317K +806 +2%
MMPW
543
Mitchell McLeod Pugh & Williams
Alabama
$15M +$487K +1,239 +3%
AF
544
Apexium Financial
Texas
$15M -$432K -1,098 -3%
PFM
545
Peak Financial Management
Massachusetts
$14.8M -$421K -1,071 -3%
SFG
546
StrategIQ Financial Group
Indiana
$14.8M -$1M -2,554 -6%
FNT
547
First National Trust
Pennsylvania
$14.8M -$135K -343 -0.9%
SFPM
548
Sensible Financial Planning & Management
Massachusetts
$14.8M -$5.89K -15 -0%
AWM
549
Apollon Wealth Management
South Carolina
$14.7M -$168K -429 -1%
CIA
550
Caerus Investment Advisors
Texas
$14.7M +$237K +603 +2%
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