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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 %
DIA
1651
Davidson Investment Advisors
Montana
$809K +$530K +1,350 +190%
SAF
1652
Smith Anglin Financial
Texas
$807K -$477K -1,216 -37%
GP
1653
Greenline Partners
New York
$806K – – –
GLLW
1654
Graves Light Lenhart Wealth
Virginia
$802K -$1.97K -5 -0.2%
HA
1655
HC Advisors
Georgia
$799K +$78.5K +200 +11%
TC
1656
Telemus Capital
Michigan
$799K +$62.4K +159 +8%
EIA
1657
Edgemoor Investment Advisors
Maryland
$797K – – –
IDA
1658
Intelligence Driven Advisers
California
$796K -$550K -1,410 -41%
Financial Engines Advisors
1659
Financial Engines Advisors
California
$795K +$172K +436 +28%
GCM
1660
Glaxis Capital Management
Florida
$794K +$3.14K +8 +0.4%
SN
1661
Sittner & Nelson
Oregon
$791K +$295K +750 +59%
CFS
1662
Cannon Financial Strategists
Georgia
$787K – – –
6F
1663
626 Financial
Michigan
$787K +$1.18K +3 +0.2%
WA
1664
Wealth Architects
California
$786K +$196K +500 +33%
FF
1665
Financial Futures
New Jersey
$784K +$187K +475 +31%
IAS
1666
IMA Advisory Services
Colorado
$783K – – –
MWM
1667
Moulton Wealth Management
Washington
$781K -$25.2K -63 -3%
SIA
1668
Schechter Investment Advisors
Michigan
$779K +$393 +1 +0.1%
GEA
1669
Glen Eagle Advisors
New Jersey
$777K +$43.2K +110 +6%
CI
1670
CPR Investments
Michigan
$775K +$16.9K +43 +2%
WCM
1671
Wealthcare Capital Management
Virginia
$775K +$133K +338 +21%
IW
1672
Imprint Wealth
South Carolina
$773K -$772K -1,965 -50%
TFA
1673
Toth Financial Advisory
Virginia
$772K +$2.36K +6 +0.3%
PWG
1674
Portside Wealth Group
Utah
$771K -$13.8K -35 -2%
HI
1675
Hudock Inc
Pennsylvania
$769K +$769K +1,958 New
65 66
67
68 69