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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 %
CWM
1151
Centurion Wealth Management
Virginia
$2.65M +$474K +1,208 +22%
NAG
1152
Northstar Advisory Group
New Jersey
$2.63M +$1.31M +3,342 +100%
CT
1153
Cambridge Trust
Massachusetts
$2.62M – – –
AR
1154
Advisory Research
Illinois
$2.61M -$573K -1,460 -18%
OAM
1155
Occidental Asset Management
California
$2.61M +$148K +376 +6%
PSP
1156
Principal Street Partners
Tennessee
$2.59M +$1.3M +3,314 +101%
SGI
1157
Summit Global Investments
Utah
$2.57M -$70.7K -180 -3%
KPWG
1158
KFA Private Wealth Group
Virginia
$2.57M +$240K +612 +10%
FHC
1159
First Heartland Consultants
Missouri
$2.56M +$282K +717 +12%
CCA
1160
Childress Capital Advisors
Texas
$2.56M -$65.6K -167 -3%
AMBIA
1161
Allen Mooney & Barnes Investment Advisors
Georgia
$2.55M +$14.5K +37 +0.6%
CPWM
1162
Cypress Point Wealth Management
Texas
$2.55M +$2.55M +6,488 New
AWM
1163
Alterna Wealth Management
Texas
$2.54M -$181K -461 -7%
CCFCSB
1164
Cape Cod Five Cents Savings Bank
Massachusetts
$2.52M +$1.26M +3,198 +99%
MAG
1165
Members Advisory Group
New York
$2.51M +$54.6K +139 +2%
CWM
1166
Calamos Wealth Management
Illinois
$2.49M +$2.49M +6,342 New
CWM
1167
Circle Wealth Management
New Jersey
$2.49M +$9.43K +24 +0.4%
CAAS
1168
Capital Asset Advisory Services
Michigan
$2.48M +$156K +389 +7%
PAM
1169
Palisade Asset Management
Minnesota
$2.48M +$7.07K +18 +0.3%
CCA
1170
Cora Capital Advisors
New Jersey
$2.48M -$120K -305 -5%
BWA
1171
Bordeaux Wealth Advisors
California
$2.48M +$1.91M +4,860 +334%
FCP
1172
Fidelis Capital Partners
Florida
$2.48M +$59.7K +152 +2%
GCM
1173
Gallacher Capital Management
Colorado
$2.47M +$113K +288 +5%
BSG
1174
Black Swift Group
Colorado
$2.46M +$677K +1,725 +38%
R
1175
Rebalance
California
$2.45M – – –
45 46
47
48 49