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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 %
CG
1801
Cutler Group
California
$578K +$578K +1,473 New
TNAM
1802
Terra Nova Asset Management
New York
$578K – – –
AWA
1803
Acorn Wealth Advisors
Michigan
$578K +$40.5K +103 +8%
OIM
1804
Opus Investment Management
Massachusetts
$577K – – –
HCMT
1805
Highland Capital Management (Tennessee)
Tennessee
$576K +$39.3K +100 +7%
RPWA
1806
Regent Peak Wealth Advisors
Georgia
$575K -$7.85K -20 -1%
HCM
1807
Hengehold Capital Management
Ohio
$573K +$1.57K +4 +0.3%
1SB
1808
1ST Source Bank
Indiana
$573K -$785 -2 -0.1%
MWP
1809
Madison Wealth Partners
Wisconsin
$573K – – –
LGG
1810
Luts & Greenleigh Group
Maryland
$572K -$83.7K -213 -13%
BWM
1811
Baystate Wealth Management
Massachusetts
$571K +$66.4K +169 +13%
CAM
1812
Congress Asset Management
Massachusetts
$571K – – –
BFP
1813
Beacon Financial Planning
Massachusetts
$570K +$2.36K +6 +0.4%
FWM
1814
Fairhaven Wealth Management
Illinois
$570K – – –
GS
1815
GTS Securities
New York
$569K -$1.52M -3,876 -73%
ASW
1816
Astoria Strategic Wealth
Texas
$565K +$102K +259 +22%
CFG
1817
Cooper Financial Group
California
$564K -$119K -304 -17%
GWSG
1818
GPS Wealth Strategies Group
Colorado
$564K -$18.8K -48 -3%
AWC
1819
Abundance Wealth Counselors
Pennsylvania
$562K +$562K +1,430 New
MIC
1820
Meridian Investment Counsel
California
$560K +$6.28K +16 +1%
BAM
1821
Berkshire Asset Management
Pennsylvania
$558K +$1.18K +3 +0.2%
CA
1822
CapWealth Advisors
Tennessee
$557K -$66K -168 -11%
HPC
1823
HM Payson & Co
Maine
$556K +$216K +549 +63%
CBT
1824
Central Bank & Trust
Kentucky
$556K -$677K -1,725 -55%
MWA
1825
Mills Wealth Advisors
Texas
$556K -$50.7K -129 -8%
71 72
73
74 75