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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 %
WTFG
1876
Wells Trecaso Financial Group
Ohio
$481K – – –
NHT
1877
New Hampshire Trust
New Hampshire
$481K – – –
WC
1878
Weil Company
California
$481K +$277K +705 +136%
AFG
1879
Atomi Financial Group
New York
$481K +$92.7K +236 +24%
BCP
1880
Berkeley Capital Partners
Georgia
$480K +$4.32K +11 +0.9%
FCM
1881
Family Capital Management
Michigan
$480K +$61.3K +156 +15%
TVWM
1882
Tower View Wealth Management
Wisconsin
$480K +$73.4K +187 +18%
AWA
1883
Alta Wealth Advisors
Massachusetts
$480K – – –
TFO
1884
Tarbox Family Office
California
$478K – – –
CFAM
1885
Center For Asset Management
Florida
$477K -$32.6K -83 -6%
RFP
1886
Root Financial Partners
California
$476K +$2.75K +7 +0.6%
BHIC
1887
Bassett Hargrove Investment Counsel
Delaware
$476K -$14.1K -36 -3%
STCOSD
1888
Sageworth Trust Company of South Dakota
South Dakota
$476K – – –
ES
1889
ETF Store
Kansas
$475K +$475K +1,201 New
HG
1890
Herbst Group
Connecticut
$474K +$474K +1,208 New
DWMS
1891
Dominguez Wealth Management Solutions
Virginia
$474K +$785 +2 +0.2%
ICP
1892
Ironvine Capital Partners
Nebraska
$473K – – –
NAM
1893
NTV Asset Management
West Virginia
$472K +$16.1K +41 +4%
WOSD
1894
WFA of San Diego
California
$472K – – –
IIA
1895
Integral Investment Advisors
California
$472K -$2.75K -7 -0.6%
MCCP
1896
Mission Creek Capital Partners
California
$470K +$52.6K +134 +13%
TGAM
1897
TBH Global Asset Management
Tennessee
$469K +$393 +1 +0.1%
MPIA
1898
Mountain Pacific Investment Advisers
Idaho
$468K +$4.71K +12 +1%
MM
1899
Main Management
California
$468K -$1.57K -4 -0.3%
SPAS
1900
Spectrum Planning & Advisory Services
California
$467K – – –
74 75
76
77 78