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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 %
BMCM
1126
Bryn Mawr Capital Management
Pennsylvania
$2.86M +$339K +862 +13%
CIA
1127
Capital Investment Advisors
Georgia
$2.86M +$2.86M +7,277 New
OSAM
1128
O'Shaughnessy Asset Management
Connecticut
$2.85M -$3.14K -8 -0.1%
ADL
1129
Asset Dedication LLC
California
$2.85M +$19.6K +50 +0.7%
FSC
1130
Full Sail Capital
Oklahoma
$2.84M +$114K +290 +4%
SF
1131
Safeguard Financial
Wisconsin
$2.83M +$603K +1,535 +27%
OC
1132
Oarsman Capital
Wisconsin
$2.82M +$246K +626 +10%
JGIA
1133
Jackson Grant Investment Advisers
Connecticut
$2.82M +$7.07K +18 +0.3%
CWM
1134
ClientFirst Wealth Management
Arkansas
$2.79M – – –
BCM
1135
Becker Capital Management
Oregon
$2.79M -$58.3K -148 -2%
BA
1136
Bristlecone Advisors
Washington
$2.78M -$149K -379 -5%
BPFA
1137
Barnes Pettey Financial Advisors
Mississippi
$2.77M -$79.7K -203 -3%
QCG
1138
Quadrant Capital Group
Ohio
$2.77M -$24.7K -63 -0.9%
CCA
1139
Cobblestone Capital Advisors
New York
$2.76M +$13.4K +34 +0.5%
IC
1140
Iconiq Capital
California
$2.76M -$9.43K -24 -0.3%
AWM
1141
Avondale Wealth Management
Texas
$2.74M – – –
FA
1142
Flagstar Advisors
New York
$2.74M +$31.5K +80 +1%
LFS
1143
Legacy Financial Strategies
Kansas
$2.73M +$143K +357 +6%
RWP
1144
RWA Wealth Partners
Massachusetts
$2.71M +$220K +560 +9%
RIM
1145
RW Investment Management
Idaho
$2.71M -$151K -385 -5%
SWM
1146
Stockman Wealth Management
Montana
$2.7M -$187K -476 -6%
CCP
1147
Clarkston Capital Partners
Michigan
$2.67M – – –
IIC
1148
Integrated Investment Consultants
Michigan
$2.67M -$477K -1,214 -15%
SF
1149
Symphony Financial
Texas
$2.66M +$53.8K +137 +2%
FWA
1150
FOCUS Wealth Advisors
Texas
$2.65M +$1.36M +3,474 +106%
44 45
46
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