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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 %
WW
951
Waterfront Wealth
Kansas
$4.41M +$95.5K +247 +2%
CA
952
Cullinan Associates
Kentucky
$4.4M – – –
CWA
953
Continuum Wealth Advisors
New York
$4.37M -$8.02M -20,421 -65%
PWW
954
Pettyjohn Wood & White
Virginia
$4.36M +$77K +196 +2%
PL
955
Parthenon LLC
Kentucky
$4.36M -$5.89K -15 -0.1%
NDSI
956
Newman Dignan & Sheerar Inc
Rhode Island
$4.35M +$133K +339 +3%
SMA
957
Seven Mile Advisory
New Jersey
$4.35M +$1.74M +4,432 +67%
NEWAS
958
N.E.W. Advisory Services
Wisconsin
$4.34M +$1.38M +3,509 +47%
FPF
959
First Pacific Financial
Washington
$4.32M -$37.3K -95 -0.9%
PVI
960
Pine Valley Investments
New Jersey
$4.31M +$66.8K +170 +2%
EFL
961
ERn Financial LLC
Wisconsin
$4.31M +$8.25K +21 +0.2%
KBFS
962
Kohmann Bosshard Financial Services
Ohio
$4.31M +$196K +498 +5%
SCM
963
SevenOneSeven Capital Management
Pennsylvania
$4.3M -$72.4K -179 -2%
EWM
964
Empirical Wealth Management
Washington
$4.28M +$77.4K +197 +2%
C
965
Certuity
Florida
$4.28M +$1.02M +2,594 +31%
GCL
966
Gouws Capital LLC
North Carolina
$4.28M -$115K -293 -3%
WIP
967
WealthCare Investment Partners
Rhode Island
$4.26M +$69.1K +176 +2%
GCM
968
Genus Capital Management
British Columbia, Canada
$4.25M +$668K +1,700 +19%
BA
969
Bluesphere Advisors
Pennsylvania
$4.24M +$401K +1,021 +10%
LBC
970
Lowe Brockenbrough & Co
Virginia
$4.23M +$723K +1,835 +21%
PFGIA
971
Patriot Financial Group Insurance Agency
Massachusetts
$4.22M -$29.8K -76 -0.7%
WFPG
972
Waller Financial Planning Group
Ohio
$4.21M -$104K -264 -2%
IAIM
973
International Assets Investment Management
Florida
$4.21M +$736K +1,874 +21%
BFS
974
Bradley Foster & Sargent
Connecticut
$4.2M – – –
MMH
975
Menora Mivtachim Holdings
Israel
$4.19M +$1.18M +3,000 +39%
37 38
39
40 41