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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 %
FLPIM
901
F.L. Putnam Investment Management
Massachusetts
$5.09M +$139K +354 +3%
FFWM
902
Future Financial Wealth Management
Ohio
$5.04M +$2.36K +6 +0%
BCG
903
Breakwater Capital Group
New Jersey
$5.04M +$526K +1,354 +12%
BCA
904
Bay Colony Advisors
Massachusetts
$5.03M +$1.24M +3,153 +33%
PWS
905
Private Wealth Strategies
Ohio
$5.01M -$91.1K -232 -2%
RWP
906
Ridgecrest Wealth Partners
California
$5M -$36.9K -94 -0.7%
AFO
907
Allie Family Office
Florida
$4.99M -$2.07M -5,269 -29%
CWS
908
Cypress Wealth Services
California
$4.99M +$7.85K +20 +0.2%
KWS
909
Keystone Wealth Services
California
$4.98M +$255K +649 +5%
LIA
910
Luken Investment Analytics
Tennessee
$4.97M -$75.4K -192 -1%
PP
911
Patten & Patten
Tennessee
$4.95M +$5.5K +14 +0.1%
TRCT
912
Tower Research Capital (TRC)
New York
$4.94M -$123M -312,337 -96%
SC
913
Saiph Capital
New Jersey
$4.93M +$14.1K +36 +0.3%
SIAG
914
Safeguard Investment Advisory Group
California
$4.91M +$283K +719 +6%
BWM
915
BCGM Wealth Management
Indiana
$4.9M -$995K -2,535 -17%
CAS
916
Coppell Advisory Solutions
Texas
$4.88M +$182K +519 +4%
WAM
917
Wakefield Asset Management
Colorado
$4.88M -$250K -637 -5%
CFO
918
Collective Family Office
Pennsylvania
$4.86M -$134K -342 -3%
CIA
919
Choate Investment Advisors
Massachusetts
$4.85M +$2.93M +7,458 +152%
PIFP
920
Partners in Financial Planning
Virginia
$4.85M -$5.11K -13 -0.1%
NAMP
921
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.85M +$45.2K +115 +0.9%
CC
922
Courier Capital
New York
$4.83M -$816K -2,077 -14%
FEG
923
Financial Enhancement Group
Indiana
$4.8M -$490K -1,223 -9%
AC
924
Avestar Capital
New York
$4.8M +$4.32M +10,950 +900%
RCIM
925
Red Cedar Investment Management
Michigan
$4.77M +$4.19M +10,658 +717%
35 36
37
38 39