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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 %
CTWM
1551
Cherry Tree Wealth Management
Minnesota
$966K -$97.8K -249 -9%
LC
1552
Lavaca Capital
Texas
$965K -$142K -362 -13%
BW
1553
Bison Wealth
Georgia
$964K -$263K -670 -21%
OWM
1554
OneAscent Wealth Management
Alabama
$964K +$964K +2,446 New
FAM
1555
Formidable Asset Management
Ohio
$964K +$6.68K +17 +0.7%
FGAM
1556
Financial Gravity Asset Management
Texas
$962K +$912K +6,714 +1,800%
MPW
1557
Melone Private Wealth
Michigan
$961K +$393 +1 +0%
RRCM
1558
Rappaport Reiches Capital Management
Illinois
$960K -$25.9K -66 -3%
AMM
1559
American Money Management
California
$958K -$171K -435 -15%
MS
1560
Madden Securities
Texas
$957K – – –
CWA
1561
Centennial Wealth Advisory
Michigan
$956K +$46.3K +118 +5%
JWA
1562
JFS Wealth Advisors
Pennsylvania
$955K +$114K +290 +14%
APP
1563
Avantax Planning Partners
Iowa
$953K +$185K +470 +24%
LA
1564
Latitude Advisors
Florida
$951K +$6.28K +16 +0.7%
CPA
1565
Capital Planning Advisors
California
$949K +$417K +1,063 +79%
AWC
1566
Adamsbrown Wealth Consultants
Kansas
$947K – – –
NHFG
1567
New Harbor Financial Group
Massachusetts
$944K +$944K +2,405 New
CAP
1568
Columbia Advisory Partners
Washington
$944K -$58.9K -150 -6%
RWA
1569
Redhawk Wealth Advisors
Minnesota
$942K +$42K +107 +5%
KCM
1570
Kathmere Capital Management
Pennsylvania
$941K +$2.75K +7 +0.3%
PWP
1571
Private Wealth Partners
California
$939K – – –
FAT
1572
First American Trust
California
$938K +$397K +1,012 +74%
BWP
1573
Balboa Wealth Partners
Arizona
$937K +$238K +607 +34%
TCOT
1574
Trust Company of Toledo
Ohio
$937K -$60.5K -154 -6%
SWA
1575
Sightline Wealth Advisors
Connecticut
$935K -$27.9K -71 -3%
61 62
63
64 65