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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 %
CBFP
1576
Cedar Brook Financial Partners
Ohio
$932K +$23.2K +59 +3%
CG
1577
Corundum Group
Colorado
$926K -$348K -887 -27%
CWM
1578
Cherrydale Wealth Management
New Jersey
$921K +$3.53K +9 +0.4%
MIG
1579
McGuire Investment Group
Rhode Island
$920K – – –
TAM
1580
Taurus Asset Management
New York
$917K -$275K -700 -23%
NCM
1581
Northwest Capital Management
Oregon
$910K +$785 +2 +0.1%
FPCG
1582
Fort Pitt Capital Group
Pennsylvania
$909K -$9.03K -23 -1%
GWA
1583
Geometric Wealth Advisors
District of Columbia
$908K -$75.4K -192 -8%
EFMH
1584
E Fund Management (HK)
Hong Kong
$901K +$663K +1,689 +279%
EFM
1585
E Fund Management
China
$901K +$663K +1,689 +279%
FCB
1586
First County Bank
Connecticut
$901K – – –
AW
1587
Alaethes Wealth
Nevada
$900K -$29.1K -74 -3%
NWMG
1588
National Wealth Management Group
Ohio
$900K – – –
KA
1589
Kooman & Associates
Pennsylvania
$900K +$14.9K +38 +2%
HW
1590
Hancock Whitney
Mississippi
$896K +$15.3K +39 +2%
CWA
1591
Clarity Wealth Advisors
California
$895K +$1.57K +4 +0.2%
MSAM
1592
Moloney Securities Asset Management
Missouri
$894K -$27.9K -71 -3%
CWS
1593
Confluence Wealth Services
Pennsylvania
$893K +$53K +135 +6%
WAL
1594
W Advisors LLC
Tennessee
$892K +$134K +340 +18%
SAS
1595
SMI Advisory Services
Indiana
$892K +$892K +2,203 New
CCM
1596
Cutler Capital Management
Massachusetts
$891K +$267K +680 +43%
OA
1597
Operose Advisors
Wisconsin
$888K +$853K +2,173 +2,498%
CAG
1598
Curtis Advisory Group
California
$887K -$362K -922 -29%
PFA
1599
Plotkin Financial Advisors
Maryland
$886K +$58.1K +148 +7%
WAM
1600
Worth Asset Management
Texas
$885K +$885K +2,254 New
62 63
64
65 66