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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 %
VAF
1251
Values Added Financial
District of Columbia
$1.95M – – –
SW
1252
SteelPeak Wealth
California
$1.95M -$10.3M -26,193 -84%
PPWM
1253
Paragon Private Wealth Management
Kentucky
$1.95M – – –
CAM
1254
Cidel Asset Management
Ontario, Canada
$1.95M – – –
LFA
1255
LifeGuide Financial Advisors
Pennsylvania
$1.94M +$55.8K +142 +3%
LHEI
1256
Leo H. Evart Inc
California
$1.94M -$112K -286 -5%
AC
1257
Apella Capital
Connecticut
$1.94M +$170K +434 +10%
NB
1258
NBT Bank
New York
$1.93M – – –
HSWM
1259
Hubbell Strickland Wealth Management
Louisiana
$1.93M -$8.25K -21 -0.4%
TAM
1260
Todd Asset Management
Kentucky
$1.93M – – –
MFG
1261
Magnus Financial Group
New York
$1.92M +$101K +258 +6%
AAP
1262
Arax Advisory Partners
Colorado
$1.92M +$1.4M +3,574 +271%
EIP
1263
Ellis Investment Partners
Pennsylvania
$1.91M +$7.07K +18 +0.4%
PHIC
1264
Pine Haven Investment Counsel
Massachusetts
$1.88M +$785 +2 +0%
FFM
1265
Forum Financial Management
Illinois
$1.88M +$139K +355 +8%
TFA
1266
Teamwork Financial Advisors
Texas
$1.88M +$64.4K +164 +4%
CC
1267
Copperleaf Capital
North Carolina
$1.88M +$17.3K +44 +0.9%
TDC
1268
Thompson Davis & Co
Virginia
$1.87M -$25.1K -64 -1%
HWM
1269
Howard Wealth Management
Connecticut
$1.87M +$204K +519 +12%
VWA
1270
V Wealth Advisors
Kansas
$1.87M -$10.3M -26,189 -85%
PIA
1271
Perennial Investment Advisors
California
$1.86M +$15.3K +39 +0.8%
BPWM
1272
Badgley Phelps Wealth Managers
Washington
$1.86M -$137K -349 -7%
FC
1273
Fiduciary Counselling
Minnesota
$1.86M – – –
THWM
1274
Taylor Hoffman Wealth Management
Virginia
$1.86M -$3.14K -8 -0.2%
TYCC
1275
Texas Yale Capital Corp
Florida
$1.85M -$302K -768 -14%
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