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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 %
FCM
1851
Firestone Capital Management
Florida
$513K – – –
PCFFS
1852
Pacific Center for Financial Services
California
$513K +$21.2K +54 +4%
SFM
1853
Signet Financial Management
New Jersey
$513K – – –
CIAS
1854
CBIZ Investment Advisory Services
Ohio
$513K – – –
PPW
1855
Presilium Private Wealth
Pennsylvania
$512K +$3.93K +10 +0.8%
LWM
1856
Laidlaw Wealth Management
New York
$510K -$4.38M -11,158 -90%
LA
1857
LexAurum Advisors
Kansas
$508K -$6.28K -16 -1%
CFA
1858
Cahill Financial Advisors
Minnesota
$506K -$52.6K -134 -9%
LAM
1859
Lakewood Asset Management
Illinois
$503K -$45.2K -115 -8%
SFG
1860
SNS Financial Group
Minnesota
$499K -$47.7K -121 -9%
SCM
1861
Schnieders Capital Management
California
$499K -$33.4K -85 -6%
Sumitomo Mitsui Trust Group
1862
Sumitomo Mitsui Trust Group
Japan
$499K -$2.75M -7,000 -85%
IC
1863
Inscription Capital
Texas
$497K – – –
OFP
1864
OLIO Financial Planning
Virginia
$496K -$5.11K -13 -1%
LIA
1865
LS Investment Advisors
Michigan
$495K – – –
FC
1866
Forte Capital
New York
$492K +$393 +1 +0.1%
LA
1867
Lane & Associates
New Jersey
$492K -$42.4K -108 -8%
WA
1868
Waterford Advisors
New York
$491K -$58.9K -150 -11%
WAG
1869
Windsor Advisory Group
Ohio
$490K +$490K +1,249 New
RSA
1870
River Street Advisors
Illinois
$490K – – –
ACA
1871
Atlas Capital Advisors
Wyoming
$489K -$236K -600 -33%
GP
1872
Girard Partners
Pennsylvania
$489K -$17.3K -44 -3%
RFWA
1873
RPg Family Wealth Advisory
Massachusetts
$489K +$92.7K +235 +23%
HIG
1874
Heritage Investment Group
Florida
$487K – – –
OFG
1875
Orcam Financial Group
California
$482K +$19.6K +50 +4%
73 74
75
76 77