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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 %
CT
876
Coastline Trust
Rhode Island
$5.36M +$1.31M +3,345 +32%
Cohen & Steers
877
Cohen & Steers
New York
$5.35M +$2.48M +6,322 +86%
SFCL
878
Strengthening Families & Communities LLC
Massachusetts
$5.32M -$255K -649 -5%
BBA
879
Braun-Bostich & Associates
Pennsylvania
$5.31M +$5.31M +13,525 New
AG
880
Ascent Group
Virginia
$5.31M -$91.7K -230 -2%
PCIA
881
Prime Capital Investment Advisors
Kansas
$5.31M -$130K -332 -2%
MFS
882
Monetta Financial Services
Illinois
$5.3M – – –
CFAM
883
Coury Firm Asset Management
Pennsylvania
$5.3M +$1.02M +2,610 +24%
PA
884
Pinnacle Associates
New York
$5.29M -$315K -803 -6%
GCA
885
Gradient Capital Advisors
California
$5.28M -$1.13M -2,885 -18%
FWI
886
Facet Wealth Inc
Maryland
$5.27M -$297K -773 -5%
MA
887
Modus Advisors
Minnesota
$5.27M +$69.1K +176 +1%
MAA
888
Matrix Asset Advisors
New York
$5.23M -$628K -1,600 -11%
APC
889
Asset Planning Corporation
Tennessee
$5.22M -$186K -473 -3%
BAG
890
Bridgewealth Advisory Group
California
$5.22M +$1.14M +2,894 +28%
CMBA
891
C.M. Bidwell & Associates
Hawaii
$5.21M -$27.1K -69 -0.5%
CC
892
Chicago Capital
Illinois
$5.19M +$521K +1,327 +11%
IBOK
893
Independence Bank of Kentucky
Kentucky
$5.18M -$1.86M -4,724 -26%
KWM
894
Keebeck Wealth Management
Illinois
$5.15M – – –
HF
895
Halpern Financial
Virginia
$5.15M +$4.07M +10,356 +376%
Empower Advisory Group
896
Empower Advisory Group
Colorado
$5.15M +$56.5K +144 +1%
WLIM
897
White Lighthouse Investment Management
Massachusetts
$5.12M +$401K +1,022 +9%
SAS
898
Stelac Advisory Services
New York
$5.12M +$253K +640 +5%
MWM
899
Modera Wealth Management
New Jersey
$5.12M -$866K -2,205 -14%
BG
900
Bollard Group
Massachusetts
$5.09M +$18.5K +47 +0.4%
34 35
36
37 38