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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 %
FWP
1101
FAS Wealth Partners
Kansas
$3.06M +$11.4K +29 +0.4%
FOFP
1102
Fee-Only Financial Planning
South Carolina
$3.05M – – –
TCA
1103
Transcend Capital Advisors
New Jersey
$3.04M +$1.96K +5 +0.1%
TCOO
1104
Trust Company of Oklahoma
Oklahoma
$3.04M +$3.93K +10 +0.1%
RI
1105
Ridgewood Investments
New Jersey
$3.02M -$26.7K -68 -0.9%
AIM
1106
Avity Investment Management
Connecticut
$3.01M -$5.9M -15,019 -66%
XWM
1107
Xcel Wealth Management
Florida
$3.01M -$459K -1,169 -13%
GSIS
1108
Global Strategic Investment Solutions
Arizona
$3.01M +$3.53K +9 +0.1%
CWM
1109
Concentric Wealth Management
California
$3M +$11.8K +30 +0.4%
LSPW
1110
Lake Street Private Wealth
Illinois
$3M +$99.6K +253 +3%
TCM
1111
Traynor Capital Management
Pennsylvania
$2.99M +$394K +1,004 +15%
FNBT
1112
FineMark National Bank & Trust
Florida
$2.99M +$296K +753 +11%
SCA
1113
Sage Capital Advisors
South Dakota
$2.97M +$31K +79 +1%
FCA
1114
Fortis Capital Advisors
Kansas
$2.94M +$496K +1,263 +20%
FB
1115
Fulton Bank
Pennsylvania
$2.93M +$1.95M +4,971 +199%
TI
1116
Trexquant Investment
Connecticut
$2.93M -$26.7K -68 -0.9%
BMA
1117
Brooks Moore & Associates
Tennessee
$2.92M +$145K +368 +5%
KOC
1118
Koss-Olinger Consulting
Florida
$2.91M -$97K -247 -3%
LMKC
1119
L.M. Kohn & Company
Ohio
$2.91M +$89.5K +228 +3%
CWP
1120
CFM Wealth Partners
Texas
$2.9M +$31.8K +81 +1%
ACM
1121
Advisors Capital Management
New Jersey
$2.9M +$1.37M +3,489 +90%
SAM
1122
SP Asset Management
California
$2.89M +$466K +1,187 +19%
CPP
1123
Capasso Planning Partners
South Carolina
$2.88M -$218K -554 -7%
WIM
1124
Warwick Investment Management
Texas
$2.87M – – –
BFO
1125
Boston Family Office
Massachusetts
$2.86M +$322K +821 +13%
43 44
45
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