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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 %
GL
826
Graypoint LLC
New York
$6.15M +$2.67M +6,811 +77%
GAG
827
GM Advisory Group
New York
$6.12M +$941K +2,397 +18%
DWM
828
Defined Wealth Management
Oregon
$6.12M +$230K +586 +4%
TA
829
Tactive Advisors
Florida
$6.09M -$4.79M -12,192 -44%
WWM
830
Western Wealth Management
Colorado
$6.09M +$737K +1,876 +14%
YAVAPFMC
831
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$6.09M – – –
HH
832
Hilltop Holdings
Texas
$6.08M -$161K -410 -3%
SCA
833
Snowden Capital Advisors
New York
$6.08M -$943K -2,402 -13%
MWA
834
Monograph Wealth Advisors
California
$6.05M +$5.16M +13,079 +577%
CCM
835
Canal Capital Management
Virginia
$6.01M – – –
BBNA
836
Bremer Bank National Association
Minnesota
$5.97M – – –
RIL
837
Rothschild Investment LLC
Illinois
$5.93M +$1.23M +3,124 +26%
SAM
838
Sequent Asset Management
Texas
$5.93M -$157K -400 -3%
PSCM
839
Per Stirling Capital Management
Texas
$5.91M +$2.28M +5,811 +63%
PF
840
Prosperitas Financial
California
$5.86M +$5.86M +14,928 New
HCM
841
Howland Capital Management
Massachusetts
$5.85M -$136K -346 -2%
SYBT
842
Stock Yards Bank & Trust
Kentucky
$5.84M -$123K -313 -2%
VCM
843
Vision Capital Management
Oregon
$5.82M -$99K -252 -2%
AFS
844
Annapolis Financial Services
Maryland
$5.81M -$322K -821 -5%
PTC
845
Private Trust Company
Ohio
$5.8M -$8.64K -22 -0.1%
UB
846
UMB Bank
Missouri
$5.76M +$1.71M +4,356 +42%
SMFG
847
Sumitomo Mitsui Financial Group
Japan
$5.73M +$55K +140 +1%
LTL
848
Lowery Thomas LLC
California
$5.71M +$1.17M +2,968 +26%
NB
849
Nicolet Bankshares
Wisconsin
$5.69M +$792K +2,017 +16%
PG
850
Prostatis Group
Maryland
$5.65M -$133M -339,749 -96%
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