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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 %
MPM
1476
MBB Public Markets
Illinois
$1.16M – – –
HPIA
1477
Hamilton Point Investment Advisors
North Carolina
$1.16M – – –
ACM
1478
Anfield Capital Management
California
$1.16M -$2.49M -6,352 -68%
I
1479
IMPACTfolio
Colorado
$1.15M -$13.7K -35 -1%
VCAM
1480
Van Cleef Asset Management
Ohio
$1.13M -$1.96K -5 -0.2%
BMO
1481
Beck Mack & Oliver
New York
$1.13M -$36.9K -94 -3%
BFC
1482
Bedel Financial Consulting
Indiana
$1.13M +$54.6K +139 +5%
VFIC
1483
Valley Forge Investment Consultants
Pennsylvania
$1.12M +$1.12M +2,856 New
RPCA
1484
Running Point Capital Advisors
California
$1.12M +$186K +474 +20%
BCA
1485
Bray Capital Advisors
Florida
$1.11M +$785 +2 +0.1%
SOS
1486
Silver Oak Securities
Tennessee
$1.11M -$97.8K -249 -8%
CPC
1487
Consolidated Planning Corp
Georgia
$1.11M -$3.66M -9,312 -77%
ST
1488
Spinnaker Trust
Maine
$1.1M -$30.2K -77 -3%
TFM
1489
TFC Financial Management
Massachusetts
$1.1M +$17.7K +45 +2%
CA
1490
CGN Advisors
Kansas
$1.1M +$113K +288 +11%
LWM
1491
LJI Wealth Management
Indiana
$1.1M +$56.9K +145 +5%
ZAM
1492
Zevin Asset Management
Massachusetts
$1.1M +$1.1M +2,789 New
VF
1493
VitalStone Financial
Texas
$1.09M -$586K -1,448 -35%
HWA
1494
HHM Wealth Advisors
Tennessee
$1.09M +$393 +1 +0%
WMG
1495
WESCAP Management Group
California
$1.08M -$36.1K -92 -3%
CGA
1496
Crescent Grove Advisors
Illinois
$1.08M +$62.3K +158 +6%
ZB
1497
Zions Bancorporation
Utah
$1.07M – – –
BCA
1498
Bernzott Capital Advisors
California
$1.07M -$13.4K -34 -1%
PAS
1499
Professional Advisory Services
Florida
$1.07M -$3.53K -9 -0.3%
TWM
1500
Tolleson Wealth Management
Texas
$1.07M – – –
58 59
60
61 62