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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 %
1WA
1426
180 Wealth Advisors
Washington
$1.33M -$9.03K -23 -0.7%
WAG
1427
Winthrop Advisory Group
Massachusetts
$1.32M -$13.8K -35 -1%
HA
1428
HFG Advisors
Ohio
$1.32M -$68.3K -174 -5%
CWP
1429
Core Wealth Partners
California
$1.32M – – –
CPRC
1430
Consolidated Portfolio Review Corp
New York
$1.32M +$251K +640 +24%
OP
1431
ORG Partners
Indiana
$1.31M -$13.6M -34,694 -91%
LS
1432
Leelyn Smith
Illinois
$1.31M – – –
IA
1433
Insight Advisors
Pennsylvania
$1.3M +$56.2K +143 +5%
Qube Research & Technologies (QRT)
1434
Qube Research & Technologies (QRT)
United Kingdom
$1.29M -$3.25M -8,288 -72%
WE
1435
Wealth Effects
Massachusetts
$1.29M +$48.7K +124 +4%
MWM
1436
Maripau Wealth Management
Indiana
$1.29M +$74.6K +190 +6%
NWM
1437
Northwest Wealth Management
Iowa
$1.28M -$174K -442 -12%
TAM
1438
TCP Asset Management
Ohio
$1.27M -$45.9K -117 -3%
RGC
1439
Roberts, Glore & Co
Illinois
$1.27M -$3.14K -8 -0.2%
FRA
1440
Frank Rimerman Advisors
California
$1.27M +$393 +1 +0%
LA
1441
LVW Advisors
New York
$1.26M +$301K +766 +31%
AGWCA
1442
Annis Gardner Whiting Capital Advisors
Florida
$1.26M +$1.26M +3,197 New
PNAA
1443
Pictet North America Advisors
Switzerland
$1.26M -$1.33M -3,393 -51%
WP
1444
WealthShield Partners
North Carolina
$1.26M -$398K -1,011 -24%
W
1445
Wealthquest
Ohio
$1.25M -$33.8K -86 -3%
CTA
1446
Chesley Taft & Associates
Illinois
$1.25M +$69.1K +176 +6%
SM
1447
Sensible Money
Arizona
$1.25M -$5.11K -13 -0.4%
RFS
1448
Retirement Financial Solutions
Tennessee
$1.25M +$1.25M +3,177 New
FWM
1449
Fortress Wealth Management
California
$1.25M – – –
BWA
1450
Beam Wealth Advisors
Louisiana
$1.24M +$727K +1,851 +142%
56 57
58
59 60