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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 %
SLG
1176
Stanley-Laman Group
Pennsylvania
$2.45M -$43.6K -111 -2%
PAM
1177
Peak Asset Management
Colorado
$2.44M +$73.4K +187 +3%
1WM
1178
1900 Wealth Management
Texas
$2.44M +$893K +2,275 +58%
1W
1179
1776 Wealth
Georgia
$2.42M – – –
PF
1180
Phoenix Financial
Israel
$2.42M +$31.1K +79 +1%
CAG
1181
Compass Advisory Group
New York
$2.4M -$18.9K -48 -0.8%
CF
1182
Centaurus Financial
California
$2.4M -$179K -456 -7%
SBIA
1183
Sheaff Brock Investment Advisors
Indiana
$2.4M +$98.2K +250 +4%
FDCC
1184
Foster Dykema Cabot & Co
Massachusetts
$2.38M -$373K -949 -14%
GAA
1185
Global Assets Advisory
Florida
$2.37M +$70.3K +179 +3%
AFP
1186
Ausdal Financial Partners
Iowa
$2.36M +$69.9K +178 +3%
AGC
1187
Aspen Grove Capital
Colorado
$2.34M – – –
MWM
1188
MorganRosel Wealth Management
Colorado
$2.34M -$12.6K -32 -0.5%
Bank of Nova Scotia
1189
Bank of Nova Scotia
Ontario, Canada
$2.33M +$25.1K +64 +1%
CAC
1190
Certified Advisory Corp
Florida
$2.33M +$520K +1,325 +29%
RJTCONH
1191
Raymond James Trust Company of New Hampshire
New Hampshire
$2.31M -$162K -413 -7%
PPW
1192
PACK Private Wealth
Minnesota
$2.31M +$8.25K +21 +0.4%
HWM
1193
Hemington Wealth Management
Virginia
$2.31M -$346K -882 -13%
DFC
1194
DB Fitzpatrick & Co
Idaho
$2.3M -$976K -2,486 -30%
SWA
1195
Sax Wealth Advisors
New Jersey
$2.29M +$79.3K +202 +4%
ZIM
1196
Zacks Investment Management
Illinois
$2.28M -$78.1K -199 -3%
ISL
1197
Ingalls & Snyder LLC
New York
$2.28M +$8.25K +21 +0.4%
KCM
1198
Kornitzer Capital Management
Kansas
$2.28M +$128K +326 +6%
BF
1199
Brooklyn FI
New York
$2.27M +$37.7K +96 +2%
API
1200
Advisor Partners II
California
$2.27M – – –
46 47
48
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