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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 %
WCM
1751
Washburn Capital Management
Florida
$644K – – –
MWPCG
1752
Measured Wealth Private Client Group
New Hampshire
$642K +$642K +1,635 New
BP
1753
Broadleaf Partners
Ohio
$640K +$126K +322 +25%
OPWM
1754
Oakwell Private Wealth Management
Texas
$639K +$29.8K +76 +5%
PCA
1755
Prosperity Capital Advisors
Ohio
$638K +$23.2K +59 +4%
MIM
1756
Moseley Investment Management
Florida
$636K -$3.93K -10 -0.6%
SCM
1757
SCS Capital Management
Massachusetts
$635K – – –
MLL
1758
Moody Lynn & Lieberson
Massachusetts
$635K – – –
CF
1759
Clarity Financial
Texas
$632K -$27.1K -69 -4%
CGF
1760
Constant Guidance Financial
Massachusetts
$632K +$632K +2,539 New
WFMPM
1761
Woodley Farra Manion Portfolio Management
Indiana
$631K -$70.2K -178 -10%
CFS
1762
CRA Financial Services
New Jersey
$630K +$15.7K +40 +3%
GC
1763
Gibson Capital
Pennsylvania
$629K – – –
FTDI
1764
First Trust Direct Indexing
Massachusetts
$628K +$249K +634 +66%
HVP
1765
Hudson Value Partners
Florida
$627K +$19.6K +50 +3%
MCM
1766
Morton Capital Management
California
$622K +$1.96K +5 +0.3%
WP
1767
WealthPLAN Partners
Nebraska
$620K +$453K +1,153 +271%
CAM
1768
Concorde Asset Management
Michigan
$619K +$28.3K +72 +5%
RCWMU
1769
Rothschild & Co Wealth Management (UK)
United Kingdom
$619K – – –
RPSA
1770
Richard P. Slaughter Associates
Texas
$616K – – –
IFA
1771
Interactive Financial Advisors
Illinois
$615K -$1.9M -4,843 -76%
PBC
1772
Pavion Blue Capital
California
$614K +$121K +307 +24%
BFM
1773
Boston Financial Management
Massachusetts
$612K – – –
FNWM
1774
Financial Network Wealth Management
Utah
$611K +$18.5K +47 +3%
AA
1775
Ashford Advisors
New York
$609K +$327K +832 +116%
69 70
71
72 73