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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 %
American Century Companies
576
American Century Companies
Missouri
$13.4M +$1.06M +2,700 +9%
BC
577
Bowman & Company
Wisconsin
$13.3M +$3.91M +9,945 +41%
FPWM
578
FSB Premier Wealth Management
Iowa
$13.3M -$29.8K -76 -0.2%
LFP
579
Lakeshore Financial Planning
Michigan
$13.2M +$13.2M +33,576 New
SWA
580
Stratos Wealth Advisors
Ohio
$13.2M +$1.58M +4,014 +14%
CIC
581
Carnegie Investment Counsel
Ohio
$13.1M -$57.7K -147 -0.4%
GEM
582
Global Endowment Management
North Carolina
$13M -$91.1K -232 -0.7%
SEP
583
Southland Equity Partners
Missouri
$13M +$357K +909 +3%
CSWM
584
Cassady Schiller Wealth Management
Ohio
$13M +$681K +1,733 +6%
MFGP
585
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.9M -$482K -1,228 -4%
WWA
586
WCG Wealth Advisors
Nevada
$12.8M +$12.8M +32,474 New
BSA
587
Braun Stacey Associates
New York
$12.7M +$61.7K +157 +0.5%
Luther King Capital Management (LKCM)
588
Luther King Capital Management (LKCM)
Texas
$12.6M -$12.9M – –
Toronto Dominion Bank
589
Toronto Dominion Bank
Ontario, Canada
$12.4M – – –
TFP
590
TrueWealth Financial Partners
Washington
$12.4M +$373K +951 +3%
SWA
591
Sutton Wealth Advisors
Florida
$12.3M +$670K +1,707 +6%
TA
592
TruWealth Advisors
Louisiana
$12.3M +$128K +326 +1%
BC
593
Burney Company
Virginia
$12.2M +$22K +56 +0.2%
ATC
594
Argent Trust Co
Tennessee
$12.1M -$1.54M -3,910 -11%
SHJ
595
Sharkey, Howes & Javer
Colorado
$12.1M +$2.42M +6,170 +25%
PA
596
Parallel Advisors
California
$12M +$813K +2,069 +7%
BOSSRA
597
B.O.S.S. Retirement Advisors
Utah
$12M -$42K -107 -0.3%
CA
598
Crumly & Associates
Illinois
$11.9M +$654K +1,665 +6%
STB
599
S&T Bank
Pennsylvania
$11.9M -$234K -595 -2%
PA
600
Parkside Advisors
California
$11.8M -$471K -1,195 -4%
22 23
24
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