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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 %
EHC
726
Everett Harris & Co
California
$8.3M -$93.1K -237 -1%
Nomura Asset Management
727
Nomura Asset Management
Japan
$8.29M -$441K -1,123 -5%
SIA
728
Schear Investment Advisers
Ohio
$8.28M +$2.99M +7,622 +57%
WI
729
Wintrust Investments
Illinois
$8.26M +$1.06M +2,702 +15%
SWPG
730
Strategic Wealth Partners Group
Illinois
$8.22M -$238K -603 -3%
GC
731
GFG Capital
Florida
$8.21M -$13.2M -33,722 -62%
ACM
732
Alamar Capital Management
California
$8.17M -$732K -1,865 -8%
KL
733
KilterHowling LLC
Colorado
$8.14M +$210K +535 +3%
FFP
734
FourThought Financial Partners
Florida
$8.11M +$194K +494 +2%
FHA
735
Flagship Harbor Advisors
Massachusetts
$8.08M -$14.9K -38 -0.2%
RCA
736
Resonant Capital Advisors
Wisconsin
$8.04M -$471K -1,194 -6%
HIIFS
737
Harel Insurance Investments & Financial Services
Israel
$8.03M +$4.51M +11,501 +128%
WTA
738
Washington Trust Advisors
Massachusetts
$8.02M -$66.8K -170 -0.8%
TFS
739
Thoroughbred Financial Services
Tennessee
$7.99M +$2.11M +5,370 +36%
WG
740
Welch Group
Alabama
$7.97M -$44K -112 -0.5%
ACI
741
Alpha Cubed Investments
California
$7.96M -$282K -718 -3%
WC
742
Waterloo Capital
Texas
$7.96M +$587K +1,494 +8%
AWE
743
Avidian Wealth Enterprises
Texas
$7.93M -$524K -1,334 -6%
DF
744
Dunhill Financial
United Kingdom
$7.92M +$2.91M +7,294 +58%
HPWM
745
High Pines Wealth Management
Massachusetts
$7.85M -$864K -2,199 -10%
CG
746
Cynosure Group
Utah
$7.82M +$3.36M +8,562 +75%
ZCM
747
Ziegler Capital Management
Illinois
$7.78M +$23.6K +60 +0.3%
LPT
748
Legacy Private Trust
Wisconsin
$7.77M +$572K +1,456 +8%
FFA
749
First Foundation Advisors
California
$7.69M -$363K -925 -5%
EAM
750
Evanson Asset Management
California
$7.63M +$580K +1,476 +8%
28 29
30
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