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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 %
IFA
1676
Index Fund Advisors
California
$768K -$56.2K -143 -7%
FWM
1677
Focused Wealth Management
New York
$762K -$9.82K -25 -1%
PWS
1678
Paragon Wealth Strategies
Florida
$760K +$55.4K +141 +8%
WA1
1679
Wimmer Associates 1
California
$758K -$56.9K -145 -7%
APW
1680
Aurora Private Wealth
New Jersey
$758K +$41.6K +106 +6%
AC
1681
Avenir Corporation
Virginia
$758K – – –
SFP
1682
Sandbox Financial Partners
Maryland
$756K -$23.9K -61 -3%
KFC
1683
Klingenstein Fields & Co
New York
$756K – – –
KFS
1684
Kaizen Financial Strategies
California
$754K +$754K +1,920 New
RFG
1685
RFP Financial Group
Georgia
$750K -$195K -497 -21%
AWS
1686
Arkfeld Wealth Strategies
Nebraska
$744K +$34.7K +87 +5%
SC
1687
SRB Corp
Massachusetts
$737K – – –
FC
1688
Financial Consulate
Maryland
$735K -$141K -358 -16%
ACM
1689
Allred Capital Management
Texas
$733K +$108K +275 +17%
DSC
1690
Duncker Streett & Co
Missouri
$732K +$23.6K +60 +3%
NP
1691
NorthRock Partners
Minnesota
$731K -$77.4K -197 -10%
GSIAS
1692
Garden State Investment Advisory Services
New Jersey
$730K -$80.2K -204 -10%
BIM
1693
Bridges Investment Management
Nebraska
$730K -$1.57M -3,998 -68%
AL
1694
ACAS LLC
California
$729K -$16.1K -41 -2%
OCM
1695
Orser Capital Management
Texas
$728K – – –
SW
1696
SlateStone Wealth
Florida
$727K +$393 +1 +0.1%
BWP
1697
Bernardo Wealth Planning
Pennsylvania
$725K -$7.86K -20 -1%
GA
1698
GFS Advisors
Texas
$723K – – –
FM
1699
Family Management
New York
$723K +$43.2K +110 +6%
CWP
1700
Cyndeo Wealth Partners
Florida
$721K -$215K -547 -23%
66 67
68
69 70