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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 %
OMC
1526
Overbrook Management Corp
New York
$993K +$427K +1,087 +75%
PIP
1527
Peachtree Investment Partners
Florida
$992K -$4.35M -11,079 -81%
NRC
1528
New Republic Capital
North Carolina
$992K -$32.7K -83 -3%
EBT
1529
Enterprise Bank & Trust
Massachusetts
$992K -$7.07K -18 -0.7%
BIA
1530
Benchmark Investment Advisors
Illinois
$991K -$90.3K -230 -8%
TAM
1531
Tocqueville Asset Management
New York
$991K -$11.4K -29 -1%
CB
1532
Community Bank
New York
$990K -$60.9K -155 -6%
VBFP
1533
Valtinson Bruner Financial Planning
Minnesota
$990K +$393 +1 +0%
SWM
1534
SFG Wealth Management
Maryland
$989K -$71.5K -182 -7%
Simplex Trading
1535
Simplex Trading
Illinois
$989K +$989K +2,519 New
BWM
1536
BlackDiamond Wealth Management
New York
$989K +$49.6K +130 +5%
NMG
1537
New Millennium Group
Utah
$987K -$67.1K -171 -6%
RC
1538
Rovin Capital
Arizona
$987K -$21.6K -55 -2%
I
1539
INVST
Indiana
$986K +$25.5K +65 +3%
EF
1540
Empirical Finance
Pennsylvania
$984K +$637K +1,622 +183%
MM
1541
Meridian Management
Arkansas
$983K – – –
KCPG
1542
Kavar Capital Partners Group
Kansas
$982K – – –
SIS
1543
Sound Income Strategies
Florida
$980K +$322K +819 +49%
FNFDCM
1544
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$980K +$17.7K +45 +2%
WMR
1545
Wealth Management Resources
Rhode Island
$979K – – –
DWA
1546
Douglass Winthrop Advisors
New York
$978K +$3.93K +10 +0.4%
TTWM
1547
TCV Trust & Wealth Management
Virginia
$975K -$48.3K -123 -5%
TA
1548
TKG Advisors
Indiana
$973K -$67.6K -172 -6%
NA
1549
Nottingham Advisors
New York
$972K +$533K +1,356 +121%
SCA
1550
Stokes Capital Advisors
South Carolina
$968K -$117K -298 -11%
60 61
62
63 64