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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 %
CF
776
Copperwynd Financial
Arizona
$6.87M -$34.6K -88 -0.5%
BHB
777
Bank Hapoalim BM
Israel
$6.84M -$371K -944 -5%
BFG
778
Berger Financial Group
Minnesota
$6.84M -$325K -828 -5%
FC
779
Family CFO
California
$6.84M -$43.6K -111 -0.6%
MHIC
780
Marble Harbor Investment Counsel
Massachusetts
$6.83M -$157K -400 -2%
SL
781
Stevard LLC
Illinois
$6.79M -$67.2K -171 -1%
BJL
782
Brighton Jones LLC
Washington
$6.79M +$757K +1,927 +13%
NEPWA
783
New England Private Wealth Advisors
Massachusetts
$6.78M +$71.5K +182 +1%
NW
784
NewEdge Wealth
Pennsylvania
$6.78M +$938K +2,388 +16%
WSCM
785
Wellington Shields Capital Management
New York
$6.76M -$635K -1,617 -9%
SMG
786
Smart Money Group
Texas
$6.72M -$223K -567 -3%
CWM
787
Connecticut Wealth Management
Connecticut
$6.72M +$64.4K +164 +1%
SFO
788
Stokes Family Office
Louisiana
$6.71M -$256K -653 -4%
SFA
789
Sequoia Financial Advisors
Ohio
$6.71M +$907K +2,308 +16%
ACP
790
Aveo Capital Partners
Colorado
$6.7M +$223K +569 +3%
PFBT
791
Parkside Financial Bank & Trust
Missouri
$6.69M -$65.6K -167 -1%
TCM
792
TD Capital Management
Tennessee
$6.67M -$149K -379 -2%
KA
793
Kovack Advisors
Florida
$6.67M -$714K -1,817 -10%
PFG
794
PAX Financial Group
Texas
$6.66M -$247K -630 -4%
PFS
795
Prospera Financial Services
Texas
$6.6M +$13K +33 +0.2%
DIA
796
Dana Investment Advisors
Wisconsin
$6.57M +$456K +1,160 +7%
NWA
797
Navis Wealth Advisors
New York
$6.54M – – –
MAM
798
Marotta Asset Management
Virginia
$6.53M -$180K -458 -3%
AMI
799
Amica Mutual Insurance
Rhode Island
$6.51M – – –
AWM
800
Activest Wealth Management
Florida
$6.46M -$607K -1,547 -9%
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