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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 %
KCM
1726
Kanawha Capital Management
Virginia
$692K +$197K +502 +40%
VHAM
1727
Van Hulzen Asset Management
California
$690K +$1.97K +5 +0.3%
MFA
1728
Morling Financial Advisors
California
$690K -$249K -634 -27%
BC
1729
Barrett & Company
Rhode Island
$686K +$39.3K +100 +6%
KWA
1730
Kingswood Wealth Advisors
California
$686K -$35.4K -32 -5%
ACM
1731
Alpha Capital Management
Texas
$678K -$1.77M -4,517 -72%
FFA
1732
Founders Financial Alliance
North Carolina
$675K +$785 +2 +0.1%
MCM
1733
McRae Capital Management
New Jersey
$674K – – –
CWM
1734
Collaborative Wealth Management
Florida
$673K – – –
CFA
1735
Capstone Financial Advisors
Illinois
$673K +$8.25K +21 +1%
HBT
1736
Hills Bank & Trust
Iowa
$670K +$151K +384 +29%
MAS
1737
Meeder Advisory Services
Ohio
$667K -$52.2K -133 -7%
PWA
1738
Peterson Wealth Advisors
Utah
$666K +$2.75K +7 +0.4%
QC
1739
Quent Capital
New York
$666K – – –
WFA
1740
Wade Financial Advisory
California
$665K – – –
SFG
1741
Synergy Financial Group
California
$664K +$10.6K +27 +2%
BFM
1742
Broadview Financial Management
Wisconsin
$663K +$2.36K +6 +0.4%
AWA
1743
Amplius Wealth Advisors
Pennsylvania
$661K – – –
GCP
1744
Gill Capital Partners
Colorado
$657K -$4.71K -12 -0.7%
EWA
1745
Etesian Wealth Advisors
Oregon
$657K +$786 +2 +0.1%
SI
1746
Shaker Investments
Ohio
$653K +$16.1K +41 +3%
EA
1747
Eclectic Associates
California
$652K +$12.2K +31 +2%
GAM
1748
Griffin Asset Management
New York
$652K -$3.93K -10 -0.6%
FFL
1749
Financial Freedom LLC
Ohio
$646K – – –
TCWM
1750
Total Clarity Wealth Management
Illinois
$646K +$237K +603 +58%
68 69
70
71 72