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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 %
FD
926
Financial Designs
California
$4.76M -$215K -547 -4%
LC
927
Landaas & Company
Wisconsin
$4.76M +$49.5K +126 +1%
CFGS
928
Concourse Financial Group Securities
Alabama
$4.75M +$39.9K +131 +0.8%
DOA
929
D'Orazio & Associates
Virginia
$4.75M +$367K +935 +8%
VCP
930
Verus Capital Partners
Arizona
$4.74M +$919K +2,340 +24%
PCA
931
Pallas Capital Advisors
Massachusetts
$4.73M +$719K +1,882 +18%
LRWA
932
Long Run Wealth Advisors
New York
$4.72M -$157K -400 -3%
MSWMA
933
Market Street Wealth Management Advisors
Indiana
$4.72M +$177K +450 +4%
CCT
934
Capital City Trust
Florida
$4.69M +$745K +1,896 +19%
HPM
935
Hoxton Planning & Management
West Virginia
$4.65M -$263K -671 -5%
AFO
936
Arrowroot Family Office
California
$4.62M -$60.5K -154 -1%
Susquehanna International Group
937
Susquehanna International Group
Pennsylvania
$4.61M +$3.5M +8,902 +314%
DS
938
DRW Securities
Illinois
$4.61M +$4.61M +11,735 New
PNC
939
Park National Corp
Ohio
$4.61M -$25.9K -66 -0.6%
FA
940
Fermata Advisors
California
$4.6M -$123K -312 -3%
PPP
941
Private Portfolio Partners
New Jersey
$4.54M -$355K -904 -7%
RT
942
Rockland Trust
Massachusetts
$4.53M -$205K -521 -4%
BBPWM
943
Blue Bell Private Wealth Management
Pennsylvania
$4.5M +$259K +660 +6%
TBWA
944
Three Bridge Wealth Advisors
California
$4.49M +$775K +1,965 +21%
GFS
945
GYL Financial Synergies
Connecticut
$4.48M +$97.8K +249 +2%
PMG
946
ProVise Management Group
Florida
$4.48M -$497K -1,265 -10%
AWAG
947
ARS Wealth Advisors Group
Florida
$4.47M -$135K -345 -3%
T. Rowe Price Associates
948
T. Rowe Price Associates
Maryland
$4.46M – – –
BMD
949
Better Money Decisions
New Mexico
$4.44M +$117K +297 +3%
PWM
950
Prosperity Wealth Management
California
$4.42M +$1.04M +2,658 +31%
36 37
38
39 40