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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 %
RA
1401
Rockingstone Advisors
Massachusetts
$1.41M -$101K -256 -7%
ITIM
1402
Indiana Trust & Investment Management
Indiana
$1.4M +$1.4M +3,577 New
GIA
1403
Guyasuta Investment Advisors
Pennsylvania
$1.4M +$3.53K +9 +0.3%
SAM
1404
S.A. Mason
Michigan
$1.4M -$35.3K -90 -2%
PPW
1405
Parcion Private Wealth
Washington
$1.4M – – –
LWANC
1406
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.4M +$1.18K +3 +0.1%
IF
1407
Intrua Financial
Texas
$1.39M -$1.01M -2,568 -42%
AWM
1408
Accel Wealth Management
Iowa
$1.39M +$317K +808 +29%
SIMG
1409
Sonora Investment Management Group
Arizona
$1.39M +$393 +1 +0%
RMDI
1410
R.M. Davis Inc
Maine
$1.39M +$51.8K +132 +4%
CCB
1411
Country Club Bank
Missouri
$1.38M – – –
FCCM
1412
First City Capital Management
Georgia
$1.38M +$74.2K +189 +6%
SVCP
1413
Silicon Valley Capital Partners
California
$1.38M +$74.6K +190 +6%
CPCM
1414
Cardinal Point Capital Management
Ontario, Canada
$1.38M +$92.6K +235 +7%
FSWA
1415
Financial Synergies Wealth Advisors
Texas
$1.37M -$138K -351 -9%
SFPG
1416
Stonebridge Financial Planning Group
Florida
$1.37M +$41.2K +105 +3%
PAG
1417
Paladin Advisory Group
Iowa
$1.37M -$36.1K -92 -3%
FCA
1418
FLC Capital Advisors
California
$1.36M +$1.08M +2,738 +378%
LRIA
1419
Leonard Rickey Investment Advisors
Washington
$1.36M +$13K +33 +1%
HFW
1420
Horizon Family Wealth
Illinois
$1.35M -$40.1K -102 -3%
PA
1421
Paragon Advisors
Texas
$1.34M -$950K -2,419 -41%
SIA
1422
Sage Investment Advisers
New York
$1.34M – – –
PWA
1423
Physician Wealth Advisors
Utah
$1.34M +$1.99K +5 +0.1%
BW
1424
BIP Wealth
Georgia
$1.33M +$330K +840 +33%
JWM
1425
Janiczek Wealth Management
Colorado
$1.33M +$394 +1 +0%
55 56
57
58 59