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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 %
HTC
651
Haverford Trust Company
Pennsylvania
$10.4M -$13K -33 -0.1%
LODC
652
Lanham O'Dell & Company
West Virginia
$10.3M +$560K +1,425 +6%
KFGK
653
Keystone Financial Group (Kentucky)
Kentucky
$10.3M +$211K +537 +2%
G
654
Gainplan
Michigan
$10.3M +$393K +1,001 +4%
AP
655
Adero Partners
California
$10.3M -$2.36M -6,018 -19%
OCM
656
One Capital Management
California
$10.2M +$631K +1,606 +7%
SC
657
Schoolcraft Capital
Colorado
$10.2M -$53.4K -136 -0.5%
NG
658
Northstar Group
New York
$10.2M +$506K +1,289 +5%
GWANC
659
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.2M +$174K +442 +2%
AC
660
Abbrea Capital
California
$10.1M +$432K +1,096 +4%
UI
661
Unconventional Investor
New Hampshire
$10.1M +$13K +33 +0.1%
CS
662
Comerica Securities
Michigan
$10.1M +$388K +984 +4%
AAG
663
Armstrong Advisory Group
Massachusetts
$10M -$909K -2,315 -8%
MCM
664
MAI Capital Management
Ohio
$10M +$505K +1,285 +5%
BWIA
665
Bryant Woods Investment Advisors
New York
$10M +$1.37M +3,486 +16%
BL
666
Balentine LLC
Georgia
$10M -$65.2K -166 -0.6%
BWM
667
BCS Wealth Management
Tennessee
$9.94M +$9.94M +25,305 New
FPAS
668
Focus Partners Advisor Solutions
Missouri
$9.93M +$912K +2,322 +10%
OFS
669
OneAscent Financial Services
Alabama
$9.9M +$9.9M +25,111 New
CA
670
CSM Advisors
Pennsylvania
$9.89M -$118K -300 -1%
RFP
671
Roth Financial Partners
Texas
$9.87M +$171K +435 +2%
CIM
672
Corda Investment Management
Texas
$9.87M +$5.89K +15 +0.1%
RPC
673
Rossmore Private Capital
Connecticut
$9.75M +$380K +968 +4%
Legal & General Group
674
Legal & General Group
United Kingdom
$9.73M -$1.1M -2,790 -10%
DCM
675
Disciplina Capital Management
Tennessee
$9.72M – – –
25 26
27
28 29