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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 %
AWM
1926
Atticus Wealth Management
Florida
$438K +$393 +1 +0.1%
LF
1927
Lee Financial
Texas
$437K +$1.97K +5 +0.5%
WA
1928
Wealth Advisors
California
$437K – – –
SAM
1929
Strategy Asset Managers
California
$437K +$119K +303 +37%
UIA
1930
Ulland Investment Advisors
Minnesota
$437K +$90.7K +231 +26%
ERWM
1931
Elk River Wealth Management
Colorado
$437K – – –
AIFAIM
1932
American Institute for Advanced Investment Management
Arizona
$435K -$39.3K -100 -8%
CWM
1933
Cahill Wealth Management
Michigan
$433K +$1.57K +4 +0.4%
HSG
1934
Helen Stephens Group
Texas
$433K +$786 +2 +0.2%
CAM
1935
Campion Asset Management
Virginia
$432K – – –
SPI
1936
Santori & Peters Inc
Pennsylvania
$432K +$123K +314 +40%
T
1937
TRUADVICE
Florida
$432K +$66.4K +164 +18%
GFA
1938
Gallagher Fiduciary Advisors
Illinois
$431K +$72.7K +185 +20%
MW
1939
MBL Wealth
North Carolina
$430K -$10.6K -27 -2%
MTIC
1940
Missouri Trust & Investment Company
Missouri
$429K -$5.89K -15 -1%
VC
1941
Vestor Capital
Illinois
$429K +$241K +615 +129%
MCM
1942
Maple Capital Management
Vermont
$429K -$207K -528 -33%
CA
1943
Cresta Advisors
Texas
$427K +$29.1K +74 +7%
RMC
1944
Resources Management Corp
Connecticut
$427K +$3.14K +8 +0.7%
SWP
1945
Strategic Wealth Partners
Ohio
$427K -$71.9K -183 -14%
ONST
1946
Old North State Trust
North Carolina
$426K +$426K +1,085 New
AWG
1947
Altus Wealth Group
Colorado
$426K – – –
SS
1948
Sunbelt Securities
Texas
$425K -$47.9K -122 -10%
BAM
1949
Bayshore Asset Management
Florida
$425K – – –
MWP
1950
Meredith Wealth Planning
Illinois
$424K +$785 +2 +0.2%
76 77
78
79 80