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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 %
TCM
1501
Triumph Capital Management
Colorado
$1.07M -$259K -658 -20%
SAM
1502
Summit Asset Management
Tennessee
$1.07M – – –
AWM
1503
Austin Wealth Management
Texas
$1.07M +$1.07M +2,546 New
PDM
1504
Penn Davis McFarland
Texas
$1.06M – – –
IAS
1505
Investment Advisory Services
Texas
$1.06M +$225K +572 +27%
VNB
1506
Virginia National Bank
Virginia
$1.05M -$1.87M -4,755 -64%
HGERS
1507
Householder Group Estate & Retirement Specialist
Arizona
$1.05M +$1.05M +2,674 New
PD
1508
Planning Directions
Pennsylvania
$1.05M +$3.93K +10 +0.4%
GAM
1509
GEM Asset Management
Michigan
$1.05M +$3.93K +10 +0.4%
FWA
1510
FSM Wealth Advisors
Ohio
$1.04M +$27.1K +69 +3%
MIP
1511
Marietta Investment Partners
Wisconsin
$1.04M – – –
GFL
1512
Granite FO LLC
New Hampshire
$1.04M +$393 +1 +0%
BFA
1513
Bragg Financial Advisors
North Carolina
$1.03M +$824K +2,098 +393%
HWM
1514
HighMark Wealth Management
Minnesota
$1.02M +$3.93K +10 +0.4%
MHB
1515
Midwest Heritage Bank
Iowa
$1.02M -$45.9K -117 -4%
BHIA
1516
Birch Hill Investment Advisors
Massachusetts
$1.02M -$35.3K -90 -3%
ECM
1517
EagleClaw Capital Management
Massachusetts
$1.02M – – –
SIM
1518
Sterling Investment Management
Arizona
$1.01M – – –
FIM
1519
Freedom Investment Management
Connecticut
$1.01M +$73.4K +187 +8%
AA
1520
Apriem Advisors
California
$1.01M -$25.5K -65 -2%
IAMOG
1521
Investors Asset Management of Georgia
Georgia
$1.01M -$38.3K -98 -4%
BAMG
1522
Brand Asset Management Group
Missouri
$1.01M -$22.8K -58 -2%
CT
1523
Clearstead Trust
Maine
$1M +$393 +1 +0%
SL
1524
SWMG LLC
Texas
$1M +$212K +540 +27%
SFP
1525
Strategic Financial Partners
Oregon
$996K -$218K -555 -18%
59 60
61
62 63