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Vanguard S&P 500 ETF
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Overview Fund Activity

2,062 hedge funds and large institutions have $114B invested in Vanguard S&P 500 ETF in 2022 Q3 according to their latest regulatory filings, with 105 funds opening new positions, 1,015 increasing their positions, 658 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,062
Holders Change
-18
Holders Change %
-0.87%
% of All Funds
35.66%
Holding in Top 10
496
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+3.33%
% of All Funds
8.58%
New
105
Increased
1,015
Reduced
658
Closed
93
Calls
$950M
Puts
$3.46B
Net Calls
-$2.51B
Net Calls Change
-$558M

Top Buyers

1
ERSOT
Employees Retirement System of Texas
Texas
+$445M
2
Goldman Sachs
Goldman Sachs
New York
+$329M
3
RJA
Raymond James & Associates
Florida
+$208M
4
Twin Tree Management
Twin Tree Management
Texas
+$196M
5
RC
RegentAtlantic Capital
New Jersey
+$193M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$299M
2
Jane Street
Jane Street
New York
-$263M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$250M
4
NB
Norinchukin Bank
Japan
-$175M
5
WS
Wedbush Securities
California
-$171M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
1426
Peterson Wealth Advisors
Utah
$737K -$59.1K -180 -7%
GAM
1427
Griffin Asset Management
New York
$732K -$396K -1,205 -35%
CWG
1428
Crown Wealth Group
North Carolina
$731K +$14.8K +45 +2%
CNBTD
1429
Citizens National Bank Trust Department
Mississippi
$730K – – –
MCM
1430
MV Capital Management
Maryland
$729K – – –
CIAS
1431
Capital Investment Advisory Services
North Carolina
$727K +$243K +739 +50%
OCM
1432
Osterweis Capital Management
California
$720K -$760K – –
WAM
1433
Weinberger Asset Management
California
$719K +$3.61K +11 +0.5%
PWA
1434
Providence Wealth Advisors
Illinois
$719K -$39.5K -113 -5%
WA
1435
WP Advisors
California
$718K +$75.5K +230 +12%
PGIM
1436
Pacific Global Investment Management
California
$717K – – –
BIA
1437
Bigelow Investment Advisors
Maine
$715K +$11.2K +34 +2%
FPCG
1438
Forum Private Client Group
Indiana
$711K -$23.6K -72 -3%
LWMG
1439
Levy Wealth Management Group
Pennsylvania
$711K +$39.4K +120 +6%
PWAG
1440
Polaris Wealth Advisory Group
California
$710K +$710K +2,146 New
STCOSD
1441
Sageworth Trust Company of South Dakota
South Dakota
$709K -$1.65M -5,021 -70%
LC
1442
Lavaca Capital
Texas
$709K – – –
FMTC
1443
Farmers & Merchants Trust Company
California
$706K – – –
WWM
1444
Windsor Wealth Management
Indiana
$703K -$19K -57 -3%
TP
1445
Truvvo Partners
New York
$703K – – –
BCA
1446
Bernzott Capital Advisors
California
$703K +$317K +964 +82%
FWM
1447
Focused Wealth Management
New York
$701K +$71.3K +217 +11%
CB
1448
Community Bank
New York
$699K – – –
IIC
1449
Ironwood Investment Counsel
Arizona
$699K +$153K +467 +28%
BAAM
1450
Baker Avenue Asset Management
California
$698K +$87.7K +267 +14%
56 57
58
59 60