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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 %
LC
1076
Lindbrook Capital
California
$3.27M -$468K -1,191 -13%
B
1077
Bensler
Washington
$3.26M +$223K +567 +7%
AIM
1078
AMI Investment Management
Indiana
$3.26M -$263K -669 -7%
EDRH
1079
Edmond de Rothschild Holding
Switzerland
$3.25M +$3M +7,650 +1,214%
DBRC
1080
D.B. Root & Company
Pennsylvania
$3.25M +$406K +1,033 +14%
MFA
1081
Mayflower Financial Advisors
Massachusetts
$3.24M -$1.36M -3,464 -30%
WPP
1082
Whalerock Point Partners
Rhode Island
$3.23M +$15.3K +39 +0.5%
TP
1083
Tranquility Partners
Tennessee
$3.22M +$297K +757 +10%
MFG
1084
MidWestOne Financial Group
Iowa
$3.22M +$180K +458 +6%
AWMNH
1085
Arcadia Wealth Management (New Hampshire)
New Hampshire
$3.21M -$1.52M -3,859 -32%
ESB
1086
Essex Savings Bank
Connecticut
$3.21M -$75.8K -193 -2%
RWM
1087
RKL Wealth Management
Pennsylvania
$3.2M +$190K +484 +6%
AWM
1088
Axxcess Wealth Management
California
$3.19M +$2.2M +5,602 +222%
CCM
1089
Chilton Capital Management
Texas
$3.18M +$32.6K +83 +1%
BWAM
1090
Boyd Watterson Asset Management
Ohio
$3.18M – – –
JGUA
1091
John G. Ullman & Associates
New York
$3.15M -$114K -291 -4%
CCFM
1092
Clear Creek Financial Management
Washington
$3.15M +$308K +782 +11%
AP
1093
Americana Partners
Texas
$3.14M +$48K +123 +2%
FIC
1094
Family Investment Center
Missouri
$3.13M -$70.7K -180 -2%
AI
1095
Auour Investments
Massachusetts
$3.12M -$332K -834 -10%
PIA
1096
Panoramic Investment Advisors
Colorado
$3.12M +$3.12M +7,935 New
CAM
1097
Cozad Asset Management
Illinois
$3.11M +$238K +605 +8%
AMR
1098
Asset Management Resources
Massachusetts
$3.09M -$292K -743 -9%
WPC
1099
Waters Parkerson & Co
Louisiana
$3.09M -$107K -273 -3%
GJIA
1100
Glass Jacobson Investment Advisors
Maryland
$3.06M +$372K +948 +14%
42 43
44
45 46