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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 %
LFA
551
Landmark Financial Advisors
Kentucky
$14.6M +$152K +388 +1%
MFT
552
Moisand Fitzgerald Tamayo
Florida
$14.6M -$592K -1,507 -4%
SI
553
Stephens Inc
Arkansas
$14.5M -$318K -810 -2%
MA
554
MKT Advisors
California
$14.5M +$912K +2,323 +7%
PIMJS
555
PKO Investment Management Joint-Stock
Poland
$14.4M -$1M -2,559 -7%
VVP
556
Venture Visionary Partners
Ohio
$14.4M +$795K +2,024 +6%
RWMH
557
Riverpoint Wealth Management Holdings
Illinois
$14.3M -$115K -292 -0.8%
MA
558
Mangham Associates
Virginia
$14.3M -$1.4M -3,555 -9%
EWA
559
EverSource Wealth Advisors
Alabama
$14.2M -$21.6K -55 -0.2%
NGA
560
Naples Global Advisors
Florida
$14.2M +$239K +607 +2%
ACM
561
Ategra Capital Management
Virginia
$14.1M -$40.1K -102 -0.3%
FMII
562
Farmers & Merchants Investments Inc
Nebraska
$14.1M -$454K -1,155 -3%
SIG
563
Stonegate Investment Group
Alabama
$14.1M -$11.4K -29 -0.1%
SF
564
Summit Financial
New Jersey
$14M -$3.61M -9,163 -21%
YDMI
565
Y.D. More Investments
Israel
$13.8M -$7.93M -20,197 -36%
NSIM
566
North Star Investment Management
Illinois
$13.8M -$141K -359 -1%
SLF
567
Sun Life Financial
Ontario, Canada
$13.8M -$16.8M -42,660 -55%
FBT
568
First Bank & Trust
South Dakota
$13.8M – – –
BWFA
569
Baltimore-Washington Financial Advisors
Maryland
$13.6M +$3.62M +9,219 +36%
IA
570
IFP Advisors
Florida
$13.6M +$911K +2,320 +7%
RBC
571
Romano Brothers & Co
Illinois
$13.6M +$849K +2,163 +7%
BTWM
572
Baker Tilly Wealth Management
Wisconsin
$13.5M +$1.01M +2,560 +8%
APG
573
Abacus Planning Group
South Carolina
$13.5M +$67.9K +173 +0.5%
BAM
574
Brave Asset Management
New Jersey
$13.4M -$173K -440 -1%
VCA
575
Verdence Capital Advisors
Maryland
$13.4M +$11.4M +28,968 +576%
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