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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 %
CW
851
CreativeOne Wealth
Kansas
$5.65M -$2.15M -5,464 -28%
CAG
852
Csenge Advisory Group
Florida
$5.63M +$90.3K +230 +2%
IAA
853
Ironsides Asset Advisors
North Carolina
$5.63M – – –
GFPC
854
Global Financial Private Client
Florida
$5.62M -$84.8K -216 -1%
KFG
855
Kingdom Financial Group
Arizona
$5.61M +$300K +763 +6%
MWM
856
Meridian Wealth Management
Kentucky
$5.61M +$258K +656 +5%
LSIA
857
LaSalle St. Investment Advisors
Illinois
$5.59M +$1.73M +4,397 +45%
MPW
858
Monterey Private Wealth
California
$5.58M -$586K -1,493 -10%
YIA
859
YHB Investment Advisors
Connecticut
$5.58M +$188K +479 +3%
DWM
860
Dakota Wealth Management
Florida
$5.56M +$14.9K +38 +0.3%
GWM
861
Greenwich Wealth Management
Connecticut
$5.55M +$446K +1,136 +9%
MWM
862
Mission Wealth Management
California
$5.52M +$819K +2,085 +17%
AIC
863
Ayalon Insurance Company
Israel
$5.51M +$129K +328 +2%
SWM
864
Soundmark Wealth Management
Washington
$5.49M +$594K +1,513 +12%
HIA
865
Harbor Investment Advisory
Maryland
$5.49M -$106K -270 -2%
CDH
866
Charles D. Hyman
$5.49M +$31.8K +81 +0.6%
SFA
867
Semmax Financial Advisors
North Carolina
$5.45M +$5.45M +13,479 New
UW
868
Unique Wealth
Florida
$5.45M -$78.5K -200 -1%
FFS
869
Founders Financial Securities
Maryland
$5.45M +$1.1M +2,808 +25%
BWP
870
BSW Wealth Partners
Colorado
$5.45M -$128K -327 -2%
SIC
871
Salem Investment Counselors
North Carolina
$5.44M -$73.3K -186 -1%
AQR Capital Management
872
AQR Capital Management
Connecticut
$5.44M +$5.44M +13,855 New
CB
873
Cadence Bank
Mississippi
$5.43M +$858K +2,184 +19%
WP
874
WealthSource Partners
California
$5.4M +$38.9K +99 +0.7%
CCM
875
Coerente Capital Management
Ontario, Canada
$5.38M – – –
33 34
35
36 37