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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 %
AIP
701
Almanack Investment Partners
Pennsylvania
$9.05M +$529K +1,347 +6%
PTC
702
Philadelphia Trust Company
Pennsylvania
$8.97M +$1.87M +4,755 +26%
FFA
703
Farther Finance Advisors
California
$8.93M +$6.63M +16,883 +289%
Amundi
704
Amundi
France
$8.82M +$2.42M +6,125 +38%
FNBSF
705
First National Bank Sioux Falls
South Dakota
$8.81M +$1.05M +2,686 +14%
RWA
706
Ropes Wealth Advisors
Massachusetts
$8.81M -$24K -61 -0.3%
BBWP
707
Beacon Bridge Wealth Partners
Pennsylvania
$8.77M +$5.89K +15 +0.1%
MWM
708
Merriman Wealth Management
Washington
$8.66M -$123K -312 -1%
WAM
709
WNY Asset Management
New York
$8.65M +$482K +1,227 +6%
WFA
710
West Financial Advisors
Iowa
$8.6M -$292K -744 -3%
MI
711
Mercer Investments
Massachusetts
$8.58M -$778K -1,982 -8%
FCC
712
Flower City Capital
New York
$8.57M +$204K +517 +2%
NAS
713
Nicolet Advisory Services
Wisconsin
$8.53M +$93.7K +240 +1%
GT
714
Glenview Trust
Kentucky
$8.53M -$575K -1,464 -6%
SFS
715
Security Financial Services
Indiana
$8.52M +$683K +1,740 +9%
LFAS
716
Level Four Advisory Services
Texas
$8.49M +$365K +930 +4%
AIA
717
Alera Investment Advisors
Illinois
$8.45M -$274K -698 -3%
KW
718
KWB Wealth
California
$8.45M -$161K -395 -2%
CA
719
Crewe Advisors
Utah
$8.42M -$36.1K -92 -0.4%
CWP
720
Curated Wealth Partners
California
$8.4M +$4.39M +11,180 +109%
TI
721
Truepoint Inc
Ohio
$8.39M +$1.12M +2,858 +15%
GD
722
Grandfield & Dodd
New York
$8.38M +$46.7K +119 +0.6%
JIC
723
Johnson Investment Counsel
Ohio
$8.38M +$983K +2,503 +13%
SFG
724
Sunburst Financial Group
Alabama
$8.37M – – –
FFN
725
Focus Financial Network
Minnesota
$8.31M +$1.18M +2,984 +16%
27 28
29
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