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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 %
NFG
1351
Nations Financial Group
Iowa
$1.59M -$9.13M -23,243 -85%
AR
1352
Apeiron RIA
Texas
$1.59M +$634K +1,614 +66%
MBT
1353
Montecito Bank & Trust
California
$1.59M -$135K -343 -8%
CRC
1354
Curi RMB Capital
Illinois
$1.58M -$266K -677 -14%
ACM
1355
AlphaStar Capital Management
North Carolina
$1.58M -$467K -1,188 -23%
PAM
1356
PVG Asset Management
Colorado
$1.58M -$108K -276 -6%
RTC
1357
Riverview Trust Company
Washington
$1.58M – – –
BMM
1358
Buffington Mohr McNeal
Idaho
$1.58M +$30.6K +78 +2%
AWA
1359
Aaron Wealth Advisors
Illinois
$1.57M – – –
CI
1360
CX Institutional
Indiana
$1.56M +$242K +617 +18%
SWA
1361
SFMG Wealth Advisors
Texas
$1.55M +$45.9K +117 +3%
MCWS
1362
McKinley Carter Wealth Services
West Virginia
$1.54M +$58.1K +148 +4%
Lazard Asset Management
1363
Lazard Asset Management
New York
$1.54M – – –
LWMM
1364
Legacy Wealth Management (Mississippi)
Mississippi
$1.53M – – –
CCIA
1365
Cherry Creek Investment Advisors
Colorado
$1.53M +$58.5K +149 +4%
ETIA
1366
Epic Trust Investment Advisors
Washington
$1.53M +$77K +196 +5%
RWM
1367
Ritholtz Wealth Management
New York
$1.51M -$38.1K -97 -2%
EI
1368
Ellevest Inc
New York
$1.5M -$194K -493 -11%
VCM
1369
Violich Capital Management
California
$1.5M -$58.9K -150 -4%
AIC
1370
Archer Investment Corporation
Indiana
$1.5M +$133K +338 +10%
APIM
1371
Agate Pass Investment Management
Washington
$1.49M +$106K +271 +8%
GHA
1372
GW Henssler & Associates
Georgia
$1.49M +$85.6K +218 +6%
MWP
1373
Meridian Wealth Partners
Pennsylvania
$1.49M +$540K +1,374 +57%
IAG
1374
Investment Advisory Group
Massachusetts
$1.48M +$267K +681 +22%
DT
1375
Daniels + Tansey
Delaware
$1.48M -$7.3M -144,778 -83%
53 54
55
56 57