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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 %
PAM
1276
Private Asset Management
California
$1.84M +$22.8K +58 +1%
CHA
1277
Cooper/Haims Advisors
New York
$1.84M +$5.11K +13 +0.3%
SNB
1278
Security National Bank
Nebraska
$1.83M -$54.3K -138 -3%
LP
1279
LGL Partners
Pennsylvania
$1.82M +$3.93K +10 +0.2%
HCA
1280
Horan Capital Advisors
Ohio
$1.82M +$1.18K +3 +0.1%
PIMG
1281
Patriot Investment Management Group
Tennessee
$1.81M -$493K -1,255 -21%
PA
1282
Planning Alternatives
Michigan
$1.81M +$1.81M +4,613 New
SW
1283
Simplicity Wealth
New Jersey
$1.81M +$211K +537 +13%
MWM
1284
Mascoma Wealth Management
New Hampshire
$1.81M – – –
BDF
1285
Black Diamond Financial
Maryland
$1.8M -$1.96K -5 -0.1%
LW
1286
Linscomb Wealth
Texas
$1.8M -$536K -1,364 -23%
VFP
1287
Verus Financial Partners
Virginia
$1.8M +$1.19K +3 +0.1%
HL
1288
HeadInvest LLC
Maine
$1.8M -$3.93K -10 -0.2%
FAIM
1289
Financial Advocates Investment Management
Washington
$1.79M +$896K +2,462 +100%
SWA
1290
Strategies Wealth Advisors
Michigan
$1.78M +$117K +298 +7%
SCA
1291
STALEY CAPITAL ADVISERS
Pennsylvania
$1.78M -$18.1K -46 -1%
WCG
1292
Weaver Consulting Group
California
$1.78M +$65.6K +167 +4%
WFA
1293
Wellspring Financial Advisors
Ohio
$1.78M +$1.57K +4 +0.1%
SW
1294
SkyOak Wealth
Michigan
$1.77M -$30.2K -77 -2%
CHA
1295
Carmichael Hill & Associates
Maryland
$1.77M +$68.3K +174 +4%
GIA
1296
GHP Investment Advisors
Colorado
$1.76M +$2.38K +6 +0.1%
GCA
1297
Guardian Capital Advisors
Ontario, Canada
$1.76M +$1.76M +4,390 New
TCMP
1298
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.75M -$71.9K -183 -4%
9WM
1299
9258 Wealth Management
Ohio
$1.74M -$5.11K -13 -0.3%
M
1300
MYeCFO
California
$1.74M +$1.38M +3,508 +377%
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