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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 %
Members Trust
1826
Members Trust
Florida
$551K -$180K -458 -25%
LA
1827
Lakeside Advisors
Washington
$550K – – –
AAS
1828
Annex Advisory Services
Wisconsin
$546K -$44.8K -114 -8%
SRWM
1829
Shira Ridge Wealth Management
California
$544K – – –
RWM
1830
Refined Wealth Management
Utah
$542K +$3.14K +8 +0.6%
IF
1831
Ironwood Financial
Arizona
$540K +$96.2K +245 +22%
VWA
1832
VERITY Wealth Advisors
United States
$538K – – –
VOYA Investment Management
1833
VOYA Investment Management
Georgia
$538K +$196K +500 +58%
WKWM
1834
Walter & Keenan Wealth Management
Indiana
$535K +$3.93K +10 +0.7%
IIA
1835
IPG Investment Advisors
California
$533K -$33.9K -86 -6%
PWIA
1836
Porter White Investment Advisors
Alabama
$530K -$70.7K -180 -12%
MAM
1837
McLean Asset Management
Virginia
$529K +$16.8K +42 +3%
BFG
1838
Bouchey Financial Group
New York
$527K +$113K +287 +27%
GAM
1839
Gould Asset Management
California
$525K – – –
ACM
1840
Advance Capital Management
Michigan
$524K +$168K +427 +47%
RW
1841
REDW Wealth
New Mexico
$524K – – –
PFG
1842
Pacific Financial Group
Washington
$522K -$9.82K -25 -2%
FCFC
1843
First Citizens Financial Corp
Iowa
$522K +$3.93K +10 +0.8%
BFIC
1844
Bedell Frazier Investment Counselling
California
$521K -$5.11K -13 -1%
OWM
1845
Opes Wealth Management
California
$520K -$7.85K -20 -1%
XF
1846
XML Financial
Maryland
$517K +$27.5K +70 +6%
NSG
1847
Nalls Sherbakoff Group
Tennessee
$516K – – –
MA
1848
MONECO Advisors
Connecticut
$515K +$80.1K +204 +18%
SWM
1849
Sugarloaf Wealth Management
Georgia
$514K +$47.9K +122 +10%
RWM
1850
Revisor Wealth Management
Ohio
$513K +$513K +1,306 New
72 73
74
75 76