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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 %
SAM
1326
Silvercrest Asset Management
New York
$1.64M +$507K +1,292 +45%
RIS
1327
Retirement Income Solutions
Michigan
$1.64M +$13.4K +34 +0.8%
AWM
1328
Aspire Wealth Management
Massachusetts
$1.63M +$1.22M +3,107 +300%
DAM
1329
Derbend Asset Management
Georgia
$1.63M – – –
GSEP
1330
Golden State Equity Partners
California
$1.63M +$39.3K +100 +2%
PWM
1331
Penobscot Wealth Management
Maine
$1.62M -$58.9K -150 -4%
RIA
1332
Realta Investment Advisors
Delaware
$1.62M +$24K +59 +2%
CANC
1333
Culbertson A N & Co
Virginia
$1.62M -$156K -397 -9%
WA
1334
WBH Advisory
Maryland
$1.62M +$1.18K +3 +0.1%
EGA
1335
E&G Advisors
Texas
$1.62M – – –
SFA
1336
Source Financial Advisors
New York
$1.61M +$1.61M +4,111 New
DWM
1337
Drive Wealth Management
Utah
$1.61M +$78.4K +199 +5%
NFG
1338
Northeast Financial Group
Pennsylvania
$1.61M +$70.7K +180 +5%
IWN
1339
Independent Wealth Network
Iowa
$1.61M +$913K +2,326 +132%
CWM
1340
Cedar Wealth Management
California
$1.61M +$23.6K +60 +1%
EW
1341
Enzi Wealth
Texas
$1.6M -$266K -671 -14%
EF
1342
Empowered Funds
Pennsylvania
$1.6M +$63.6K +162 +4%
HIA
1343
HTG Investment Advisors
Connecticut
$1.6M – – –
AFG
1344
AFS Financial Group
Maryland
$1.6M +$785 +2 +0%
PGA
1345
Portland Global Advisors
Maine
$1.6M +$5.5K +14 +0.3%
DWM
1346
Destination Wealth Management
California
$1.59M +$190K +484 +14%
AWM
1347
Aries Wealth Management
Maine
$1.59M +$88.1K +220 +6%
VC
1348
Veery Capital
Delaware
$1.59M +$27.9K +71 +2%
TSWM
1349
Tyler-Stone Wealth Management
Ohio
$1.59M -$11K -28 -0.7%
CWA
1350
Clearview Wealth Advisors
Oregon
$1.59M -$29.5K -75 -2%
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