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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 %
IWS
1901
Insight Wealth Strategies
California
$466K +$26.3K +67 +6%
TWM
1902
Triton Wealth Management
Arizona
$466K -$25.2K -63 -5%
VAM
1903
Verity Asset Management
North Carolina
$465K +$103K +262 +28%
PPC
1904
Park Place Capital
Alabama
$462K +$785 +2 +0.2%
MFS
1905
Madrona Financial Services
Washington
$458K -$41.2K -105 -8%
SKK
1906
Shepherd Kaplan Krochuk
Massachusetts
$457K +$393 +1 +0.1%
BHBT
1907
Burke & Herbert Bank & Trust
Virginia
$456K -$23.6K -60 -5%
DCBT
1908
Dakota Community Bank & Trust
North Dakota
$451K – – –
CSB
1909
City State Bank
Iowa
$450K +$167K +426 +59%
FAG
1910
Fortitude Advisory Group
Washington
$449K +$10.2K +26 +2%
LHWM
1911
Lake Hills Wealth Management
Texas
$449K – – –
KAM
1912
Knightsbridge Asset Management
California
$449K +$49.9K +127 +13%
EGA
1913
Eagle Global Advisors
Texas
$448K +$393 +1 +0.1%
WA
1914
Wealth Alliance
New York
$448K -$47.1K -120 -10%
APF
1915
Alaska Permanent Fund
Alaska
$447K – – –
WHG
1916
Westwood Holdings Group
Texas
$446K -$24K -61 -5%
SEIA
1917
Signature Estate & Investment Advisors
California
$446K +$34.9K +89 +9%
EWM
1918
Executive Wealth Management
Michigan
$445K +$1.57K +4 +0.4%
BRG
1919
Bay Rivers Group
Virginia
$444K +$39.3K +100 +10%
3F
1920
360 Financial
Minnesota
$443K – – –
FA
1921
Financial Advisors
Massachusetts
$443K +$393 +1 +0.1%
JPWM
1922
Jamison Private Wealth Management
Georgia
$443K +$443K +1,128 New
RFG
1923
Range Financial Group
Oregon
$443K +$785 +2 +0.2%
EL
1924
Essex LLC
Illinois
$439K +$58.9K +150 +16%
CWM
1925
Cahaba Wealth Management
Georgia
$438K +$90.8K +231 +26%
75 76
77
78 79