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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 %
SC
1051
Syon Capital
California
$3.46M +$3.46M +8,806 New
IAS
1052
Insigneo Advisory Services
Florida
$3.45M +$779K +1,976 +29%
SQA
1053
Simon Quick Advisors
New Jersey
$3.44M -$982K -2,501 -22%
LWM
1054
Liberty Wealth Management
California
$3.44M +$128K +325 +4%
SPP
1055
Single Point Partners
Massachusetts
$3.43M +$3.43M +8,725 New
WIA
1056
World Investment Advisors
California
$3.42M +$225K +570 +7%
ZIC
1057
ZWJ Investment Counsel
Georgia
$3.42M +$168K +428 +5%
TC
1058
TownSquare Capital
Utah
$3.41M -$3.82M -9,737 -53%
WCM
1059
Windham Capital Management
Massachusetts
$3.41M – – –
AA
1060
Advisory Alpha
Michigan
$3.41M +$179K +455 +6%
WRPWM
1061
Werba Rubin Papier Wealth Management
California
$3.41M +$141K +358 +4%
BL
1062
BFSG LLC
California
$3.41M -$18.1K -46 -0.5%
TWP
1063
TFO Wealth Partners
Ohio
$3.4M – – –
SFFS
1064
Stonehage Fleming Financial Services
Jersey
$3.4M +$33.8K +86 +1%
CWM
1065
Capital Wealth Management
Rhode Island
$3.39M -$159K -406 -4%
NL
1066
NWAM LLC
Washington
$3.38M +$649K +1,652 +24%
IIA
1067
ICW Investment Advisors
Arizona
$3.38M +$1.17M +2,992 +53%
EL
1068
EWA LLC
Pennsylvania
$3.37M +$173K +427 +5%
BCM
1069
BTC Capital Management
Iowa
$3.34M – – –
SWM
1070
SeaCrest Wealth Management
New York
$3.33M +$67.9K +173 +2%
BFO
1071
Biltmore Family Office
North Carolina
$3.32M +$82K +208 +3%
AMCA
1072
Arthur M. Cohen & Associates
Illinois
$3.3M +$1.96K +5 +0.1%
PWP
1073
Phillips Wealth Planners
Mississippi
$3.3M +$358K +913 +12%
KA
1074
Klingman & Associates
New York
$3.29M +$9.03K +23 +0.3%
FFG
1075
Frisch Financial Group
New York
$3.28M -$203K -518 -6%
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