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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 %
DCM
1951
Donaldson Capital Management
Indiana
$424K +$56.5K +144 +15%
DA
1952
Drake & Associates
Wisconsin
$423K -$53.4K -136 -11%
AIA
1953
Armor Investment Advisors
North Carolina
$423K – – –
FCA
1954
FinTrust Capital Advisors
South Carolina
$421K +$15.7K +40 +4%
BOPW
1955
Brandywine Oak Private Wealth
Pennsylvania
$415K -$93.4K -238 -18%
AFG
1956
ABLE Financial Group
Arizona
$414K +$76.6K +195 +23%
HWMG
1957
Hurlow Wealth Management Group
Indiana
$414K +$192K +490 +87%
FNBOMD
1958
First National Bank of Mount Dora
Florida
$413K +$13.7K +35 +3%
WPC
1959
White Pine Capital
Minnesota
$412K – – –
JFA
1960
JNBA Financial Advisors
Minnesota
$412K +$88K +224 +27%
PWP
1961
Pursue Wealth Partners
California
$412K +$110K +279 +36%
AP
1962
Appleton Partners
Massachusetts
$411K +$184K +469 +81%
TFP
1963
Tilia Fiduciary Partners
North Carolina
$411K +$1.18K +3 +0.3%
MF
1964
Montis Financial
Massachusetts
$410K -$74.6K -190 -15%
AWA
1965
Aquire Wealth Advisors
Utah
$409K +$16.5K +42 +4%
SFWC
1966
Strategic Family Wealth Counselors
New Jersey
$409K +$16.1K +41 +4%
DP
1967
Dearborn Partners
Illinois
$408K +$56.9K +145 +16%
BFWA
1968
Benchmark Financial Wealth Advisors
Florida
$406K +$3.53K +9 +0.9%
TW
1969
TrinityPoint Wealth
Connecticut
$404K +$27.5K +70 +7%
WGCA
1970
Wolf Group Capital Advisors
Virginia
$403K – – –
AA
1971
AlphaQ Advisors
Florida
$400K -$393K -1,000 -50%
DSN
1972
D. Scott Neal
Kentucky
$400K -$1.18K -3 -0.3%
RFN
1973
RDA Financial Network
Iowa
$399K -$85.6K -218 -18%
GGI
1974
Godsey & Gibb Inc
Virginia
$397K +$43.6K +111 +12%
PBF
1975
Petix & Botte Financial
California
$397K – – –
77 78
79
80 81