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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 %
KAS
1201
KPP Advisory Services
Kentucky
$2.26M +$2.26M +5,746 New
FSA
1202
Fort Sheridan Advisors
Illinois
$2.25M +$109K +278 +5%
CIA
1203
Compass Ion Advisors
Pennsylvania
$2.25M +$2.25M +5,732 New
PAIM
1204
Punch & Associates Investment Management
Minnesota
$2.25M +$79.7K +203 +4%
SIM
1205
Stratos Investment Management
Ohio
$2.24M +$2.24M +5,712 New
FA
1206
Faithward Advisors
Pennsylvania
$2.24M -$107K -265 -5%
SAM
1207
SignalPoint Asset Management
Missouri
$2.23M +$491K +1,250 +28%
BBA
1208
BLB&B Advisors
Pennsylvania
$2.23M +$400K +1,018 +22%
WWM
1209
Wolff Wiese Magana
California
$2.2M +$99K +252 +5%
TWM
1210
Tradition Wealth Management
Minnesota
$2.2M -$4.16M -10,587 -65%
RLWM
1211
RF&L Wealth Management
Massachusetts
$2.2M +$57.7K +147 +3%
DFC
1212
DBK Financial Counsel
Ohio
$2.2M +$96.2K +245 +5%
S
1213
SignatureFD
Georgia
$2.19M -$15.3K -39 -0.7%
CWA
1214
Consilio Wealth Advisors
Washington
$2.18M -$127K -329 -6%
HI
1215
Horizon Investments
North Carolina
$2.18M +$389K +990 +22%
FP
1216
Financial Perspectives
Minnesota
$2.17M +$22.4K +57 +1%
S
1217
Syntrinsic
Colorado
$2.17M +$2.17M +5,529 New
NCM
1218
Next Capital Management
New York
$2.16M +$778K +1,980 +56%
GW
1219
GW & Wade
Massachusetts
$2.15M -$65.2K -166 -3%
JIP
1220
Jaffetilchin Investment Partners
Florida
$2.15M +$136K +347 +7%
PTP
1221
Platform Technology Partners
New York
$2.13M -$144K -366 -6%
WA
1222
Waddell & Associates
Tennessee
$2.12M +$4.71K +12 +0.2%
BI
1223
Berkeley Inc
Idaho
$2.12M +$249K +635 +13%
CAM
1224
Columbia Asset Management
Michigan
$2.11M +$101K +1,220 +5%
WF
1225
WoodTrust Financial
Wisconsin
$2.11M +$48.3K +123 +2%
47 48
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