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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 %
MSFS
1301
Main Street Financial Solutions
Pennsylvania
$1.74M +$9.82K +25 +0.6%
RBC
1302
Roble Belko & Company
Pennsylvania
$1.73M -$16.1K -41 -0.9%
TC
1303
TAP Consulting
Missouri
$1.73M -$11K -28 -0.6%
PIAS
1304
PCA Investment Advisory Services
Ohio
$1.73M -$53.8K -137 -3%
QCM
1305
Quantinno Capital Management
New York
$1.73M +$708K +1,803 +70%
WFA
1306
WMG Financial Advisors
Tennessee
$1.71M – – –
WA
1307
Wealthstream Advisors
New York
$1.71M -$32.2K -82 -2%
PWMG
1308
Pioneer Wealth Management Group
Texas
$1.71M – – –
PP
1309
PDS Planning
Ohio
$1.71M +$34.2K +87 +2%
Jane Street
1310
Jane Street
New York
$1.7M -$47.7M -121,552 -97%
CCC
1311
Chelsea Counsel Company
California
$1.7M – – –
CWM
1312
Cornerstone Wealth Management
Missouri
$1.69M +$17.3K +44 +1%
HA
1313
Harfst & Associates
Wyoming
$1.69M -$190K -485 -10%
BRC
1314
Bishop Rock Capital
New York
$1.69M -$2.16M -5,510 -56%
TL
1315
Tradewinds LLC
North Carolina
$1.69M -$29.5K -75 -2%
FBA
1316
Front Barnett Associates
Illinois
$1.69M – – –
PWA
1317
Provenance Wealth Advisors
Florida
$1.68M +$1.68M +4,290 New
GC
1318
Gratus Capital
Georgia
$1.68M +$1.68M +4,282 New
PBK
1319
Peoples Bank (Kansas)
Kansas
$1.67M +$1.67M +4,243 New
WP
1320
WMS Partners
Maryland
$1.66M -$41.2K -105 -2%
RWP
1321
Revolve Wealth Partners
New Jersey
$1.66M -$124K -317 -7%
CW
1322
Channel Wealth
California
$1.66M +$274K +697 +20%
BWA
1323
Burt Wealth Advisors
Maryland
$1.65M – – –
GC
1324
Guidance Capital
Kentucky
$1.65M +$541K +1,397 +49%
ZIG
1325
Zullo Investment Group
Pennsylvania
$1.65M – – –
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