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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 %
CP
2026
Castleview Partners
Texas
$366K +$24.3K +62 +7%
NFSG
2027
Newbridge Financial Services Group
Florida
$365K +$155K +395 +74%
GCP
2028
GSA Capital Partners
United Kingdom
$364K +$84.1K +214 +30%
BLC
2029
Brown, Lisle/Cummings
Rhode Island
$362K – – –
EIA
2030
Eldridge Investment Advisors
New Hampshire
$362K -$11.8K -30 -3%
PA
2031
Perennial Advisors
New York
$362K +$11.8K +30 +3%
RVPG
2032
Relative Value Partners Group
$362K +$108K +275 +43%
MJRIC
2033
Mogy Joel R Investment Counsel
California
$361K -$7.07K -18 -2%
RA
2034
Riversedge Advisors
Delaware
$360K +$786 +2 +0.2%
APW
2035
Austin Private Wealth
Texas
$357K +$1.18K +3 +0.3%
APWA
2036
Atlas Private Wealth Advisors
New Jersey
$356K +$1.18K +3 +0.3%
LFP
2037
Leeward Financial Partners
Washington
$353K +$76.2K +194 +28%
BA
2038
Bellwether Advisors
Nebraska
$352K +$1.57K +4 +0.4%
AT
2039
Avalon Trust
New Mexico
$351K – – –
PG
2040
Patten Group
Tennessee
$350K – – –
APW
2041
Atlantic Private Wealth
North Carolina
$350K +$350K +891 New
DWM
2042
Darwin Wealth Management
Florida
$349K -$155K -394 -31%
OWA
2043
Octavia Wealth Advisors
Ohio
$348K +$82K +208 +31%
ODG
2044
O'Dell Group
Ohio
$348K +$393 +1 +0.1%
PCMC
2045
Paragon Capital Management (Colorado)
Colorado
$347K +$347K +884 New
SFS
2046
Stiles Financial Services
Minnesota
$347K – – –
FF
2047
Fluent Financial
Texas
$347K +$145K +370 +72%
CCM
2048
Carlson Capital Management
Minnesota
$346K +$785 +2 +0.2%
WAM
2049
Walker Asset Management
Missouri
$346K – – –
IHWM
2050
Iron Horse Wealth Management
Iowa
$346K +$346K +880 New
80 81
82
83 84