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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
$848M
2
RJA
Raymond James & Associates
Florida
$8.96B
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.48B
4
PFO
Pathstone Family Office
New Jersey
$520M
5
CI
Clal Insurance
Israel
$688M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.31B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.31B
3
Cerity Partners
Cerity Partners
New York
$367M
4
CS
Credit Suisse
Switzerland
$480M
5
UCFA
United Capital Financial Advisors
Texas
$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
AFFA
151
ALM First Financial Advisors
Texas
$104M +$530K +1,450 +0.5%
AWS
152
Atria Wealth Solutions
New York
$104M +$4.98M +12,650 +5%
Wealth Enhancement Advisory Services
153
Wealth Enhancement Advisory Services
Minnesota
$104M +$99.7M +253,770 +2,407%
HI
154
Human Investing
Oregon
$104M +$2.97M +7,567 +3%
MRC
155
Millburn Ridgefield Corp
New York
$103M +$8.67M +22,069 +9%
CCA
156
Catalyst Capital Advisors
New York
$103M +$8.67M +22,069 +9%
VWM
157
Venturi Wealth Management
Texas
$100M +$18.5M +47,023 +23%
BWL
158
Bogart Wealth LLC
Virginia
$99.7M +$194K +493 +0.2%
IC
159
IEQ Capital
California
$99.5M +$1.16M +2,954 +1%
Cetera Investment Advisers
160
Cetera Investment Advisers
Illinois
$98.7M -$2.35M -5,972 -2%
OIA
161
OneDigital Investment Advisors
Kansas
$97.9M -$2.91M -7,399 -3%
LFS
162
Lutz Financial Services
Nebraska
$97.4M +$1.94M +4,929 +2%
Natixis Advisors
163
Natixis Advisors
Massachusetts
$96.4M +$11.9M +30,339 +14%
FAAM
164
First Ascent Asset Management
Colorado
$96.3M +$6.89M +17,548 +8%
Fidelity Investments
165
Fidelity Investments
Massachusetts
$95.6M +$12M +30,552 +14%
Victory Capital Management
166
Victory Capital Management
Texas
$95.5M +$5.08M +12,928 +6%
AIM
167
Allen Investment Management
New York
$94.9M +$254K +647 +0.3%
HR
168
Hardy Reed
Mississippi
$94.5M +$206K +524 +0.2%
Brown Advisory
169
Brown Advisory
Maryland
$93.7M +$6.61M +16,839 +8%
Betterment LLC
170
Betterment LLC
New York
$93.5M -$2.65M -6,752 -3%
BCWM
171
Bartlett & Co Wealth Management
Ohio
$93.2M -$771K -1,955 -0.8%
BC
172
Bartlett & Co
Ohio
$93.2M -$771K -1,955 -0.8%
MB
173
Mizuho Bank
Japan
$91.2M – – –
SPIA
174
Steward Partners Investment Advisory
New York
$90.5M +$1.87M +4,763 +2%
Bank Julius Baer & Co
175
Bank Julius Baer & Co
Switzerland
$90.3M +$3.86M +9,829 +4%
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