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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 %
BTIM
601
BancFirst Trust & Investment Management
Oklahoma
$11.8M +$11.3M +28,660 +2,289%
SLT
602
St Louis Trust
Missouri
$11.7M +$1.12M +2,858 +11%
VST
603
Van Strum & Towne
California
$11.7M -$137K -350 -1%
AAS
604
Ameritas Advisory Services
Nebraska
$11.7M +$5.67M +14,374 +94%
WWC
605
Waypoint Wealth Counsel
Georgia
$11.7M +$210K +536 +2%
DDC
606
DF Dent & Co
Maryland
$11.6M +$5.73M +14,581 +97%
RIA
607
Regal Investment Advisors
Michigan
$11.6M -$511K -1,301 -4%
DC
608
DeDora Capital
California
$11.6M -$72.6K -185 -0.6%
WA
609
Waverly Advisors
Alabama
$11.6M -$569K -1,449 -5%
SCP
610
Syntal Capital Partners
Texas
$11.6M +$11.5M +29,233 +36,541%
MW
611
Marcum Wealth
Ohio
$11.5M +$467K +1,190 +4%
SVWAG
612
Sound View Wealth Advisors Group
Georgia
$11.5M +$1.06M +2,697 +10%
LPAM
613
Lodestar Private Asset Management
California
$11.4M -$29.5K -75 -0.3%
EPA
614
Element Pointe Advisors
Florida
$11.4M -$469K -1,194 -4%
LIA
615
LBMC Investment Advisors
Tennessee
$11.3M +$167K +432 +1%
MOS
616
MGO One Seven
Ohio
$11.3M +$4.26M +10,845 +60%
AC
617
Avory & Company
Florida
$11.3M – – –
BBHC
618
Brown Brothers Harriman & Co
New York
$11.3M +$382K +974 +4%
AAMC
619
Asset Allocation & Management Company
Illinois
$11.2M +$137K +350 +1%
EPM
620
Elm Partners Management
Pennsylvania
$11.2M – – –
MA
621
Montag & Associates
Georgia
$11.2M +$426K +1,080 +4%
BFAG
622
Blackston Financial Advisory Group
Florida
$11.2M +$943K +2,402 +9%
MLIC
623
Mandatum Life Insurance Company
Finland
$11.2M +$36.5K +93 +0.3%
CFMC
624
Curbstone Financial Management Corp
New Hampshire
$11.1M +$137K +350 +1%
BNP Paribas Financial Markets
625
BNP Paribas Financial Markets
France
$11.1M +$486K +1,238 +5%
23 24
25
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