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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 %
SIC
1001
Sigma Investment Counselors
Michigan
$3.98M -$38.1K -97 -0.9%
CAMG
1002
CWA Asset Management Group
Florida
$3.95M +$104K +266 +3%
RZH
1003
Relyea Zuckerberg Hanson
Connecticut
$3.95M +$486K +1,238 +14%
PAA
1004
Peregrine Asset Advisers
Oregon
$3.92M +$3.92M +9,979 New
EP
1005
Edgestream Partners
New Jersey
$3.91M +$724K +1,844 +23%
2L
1006
25 LLC
Missouri
$3.9M -$140K -356 -3%
PAG
1007
Private Advisory Group
Washington
$3.89M -$5.55M -14,136 -59%
MG
1008
Mather Group
Illinois
$3.88M -$18.3M -46,655 -83%
RIM
1009
Rockbridge Investment Management
New York
$3.87M +$113K +287 +3%
GWA
1010
GGM Wealth Advisors
Maryland
$3.86M +$332K +841 +9%
GC
1011
Grimes & Company
Massachusetts
$3.85M +$536K +1,366 +16%
WMA
1012
West Michigan Advisors
Michigan
$3.81M +$161K +411 +4%
TWM
1013
Tanager Wealth Management
United Kingdom
$3.81M +$44.9K +114 +1%
PAS
1014
Park Avenue Securities
New York
$3.8M +$3.8M +9,683 New
HT
1015
Headlands Technologies
Illinois
$3.79M +$2.91M +7,419 +332%
JEST
1016
JTC Employer Solutions Trustee
Jersey
$3.77M – – –
VCP
1017
Vista Capital Partners
Oregon
$3.77M +$238K +606 +7%
HIP
1018
HUB Investment Partners
Texas
$3.76M +$269K +686 +8%
PP
1019
Pegasus Partners
Wisconsin
$3.75M +$931K +2,371 +33%
KC
1020
Kinloch Capital
Virginia
$3.74M +$1.44M +3,668 +63%
BONH
1021
Bank of New Hampshire
New Hampshire
$3.73M +$64.4K +164 +2%
FFA
1022
Fi3 Financial Advisors
Indiana
$3.72M +$55.8K +142 +2%
ACIM
1023
Azimuth Capital Investment Management
Michigan
$3.72M -$236K -600 -6%
CA
1024
Continuum Advisory
Idaho
$3.72M +$544K +1,385 +17%
TFA
1025
Trinity Financial Advisors
Ohio
$3.72M +$302K +770 +9%
39 40
41
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