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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 %
VFG
1701
V2 Financial group
Illinois
$720K +$9.03K +23 +1%
VWM
1702
Valley Wealth Managers
New Jersey
$719K +$489K +1,246 +213%
TLP
1703
Trinity Legacy Partners
Texas
$719K +$499K +1,271 +227%
KCFA
1704
Key Client Fiduciary Advisors
New Jersey
$718K +$145K +368 +25%
KIA
1705
KCM Investment Advisors
California
$718K -$187K -476 -21%
CAM
1706
CPA Asset Management
Florida
$718K – – –
AWM
1707
Aprio Wealth Management
Georgia
$717K +$89.9K +229 +14%
RCM
1708
RB Capital Management
Nevada
$716K -$36.5K -93 -5%
CCWM
1709
Cassaday & Co Wealth Management
Virginia
$715K -$1.09M -2,781 -60%
PO
1710
Private Ocean
California
$713K +$210K +534 +42%
VWM
1711
Vigilare Wealth Management
Arizona
$710K +$1.57K +4 +0.2%
PFSC
1712
Peoples Financial Services Corp
Pennsylvania
$708K -$1.18K -3 -0.2%
GM
1713
GeoWealth Management
Illinois
$707K +$42K +107 +6%
WSFS
1714
Wilmington Savings Fund Society
Delaware
$705K -$3.53K -9 -0.5%
CWG
1715
Crown Wealth Group
North Carolina
$703K +$703K +1,791 New
AIA
1716
Arcadia Investment Advisors
Idaho
$703K – – –
FOA
1717
Five Oceans Advisors
California
$702K +$42.4K +108 +6%
TFGT
1718
TS Financial Group (TSFG)
Illinois
$702K -$24.7K -63 -3%
MWA
1719
Meridian Wealth Advisors
Texas
$702K +$786 +2 +0.1%
FNB
1720
Farmers National Bank
Kentucky
$701K -$18.1K -46 -3%
WWM
1721
Windsor Wealth Management
Indiana
$700K +$17.3K +44 +3%
RPG
1722
Resource Planning Group
Georgia
$699K +$699K +1,780 New
KWMG
1723
King Wealth Management Group
Florida
$698K +$391K +995 +127%
ACM
1724
Arlington Capital Management
Illinois
$698K +$26.7K +68 +4%
CWMGP
1725
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$698K -$1.96K -5 -0.3%
67 68
69
70 71