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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 %
SF
1226
Slagle Financial
Illinois
$2.11M -$25.9K -66 -1%
TWA
1227
TCI Wealth Advisors
Arizona
$2.09M +$328K +835 +19%
AI
1228
Arrien Investments
Idaho
$2.07M -$105K -268 -5%
BIA
1229
Bell Investment Advisors
California
$2.06M +$393 +1 +0%
BST
1230
Bath Savings Trust
Maine
$2.06M +$102K +259 +5%
EFS
1231
Essex Financial Services
Connecticut
$2.06M -$130K -330 -6%
DCM
1232
DGS Capital Management
New Jersey
$2.04M -$10.2K -26 -0.5%
CMANY
1233
Capital Management Associates (New York)
New York
$2.04M -$16.9K -43 -0.8%
LSA
1234
Lion Street Advisors
Texas
$2.04M +$12.6K +32 +0.6%
MC
1235
Moors & Cabot
Massachusetts
$2.03M +$267K +679 +15%
MWA
1236
Martel Wealth Advisors
Washington
$2.03M -$152K -386 -7%
TIM
1237
Tortoise Investment Management
New York
$2.03M +$632K +1,608 +45%
ECG
1238
EPIQ Capital Group
California
$2.02M +$421K +1,068 +26%
MPWT
1239
MassMutual Private Wealth & Trust
Connecticut
$2.02M +$46.7K +119 +2%
FPB
1240
First PREMIER Bank
South Dakota
$2.02M – – –
PWP
1241
Principle Wealth Partners
Connecticut
$2.01M +$393 +1 +0%
WLPWM
1242
Walled Lake Planning & Wealth Management
Illinois
$2.01M +$26.3K +67 +1%
SC
1243
Sawyer & Company
Massachusetts
$2.01M +$382K +973 +23%
PWP
1244
Perfromance Wealth Partners
Illinois
$2M -$169K -431 -8%
ML
1245
McAdam LLC
Pennsylvania
$1.99M +$39.7K +101 +2%
MCA
1246
MSH Capital Advisors
Arizona
$1.99M -$33.4K -85 -2%
IIC
1247
Ironwood Investment Counsel
Arizona
$1.97M +$901K +2,294 +84%
AI
1248
Accredited Investors
Minnesota
$1.97M +$5.5K +14 +0.3%
WFA
1249
Websterrogers Financial Advisors
South Carolina
$1.96M -$260K -663 -12%
YWS
1250
Yarger Wealth Strategies
Ohio
$1.95M -$38.1K -97 -2%
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50
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