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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 %
RSVP
2051
Ramsay Stattman Vela & Price
Colorado
$343K -$231K -589 -40%
HNW
2052
High Note Wealth
Minnesota
$342K – – –
WCA
2053
Waypoint Capital Advisors
Minnesota
$342K +$30.2K +77 +10%
CWM
2054
Cranbrook Wealth Management
Michigan
$342K +$55K +140 +19%
AJ
2055
Ashburton (Jersey)
Jersey
$341K – – –
GAM
2056
Grandview Asset Management
Pennsylvania
$341K +$341K +868 New
MIAS
2057
Mason Investment Advisory Services
Virginia
$340K -$13.4K -34 -4%
ARG
2058
Advisory Resource Group
Oklahoma
$340K +$91.5K +233 +37%
RWA
2059
Rainsberger Wealth Advisors
Colorado
$339K -$45.6K -116 -12%
PWA
2060
PCG Wealth Advisors
Kansas
$339K – – –
APS
2061
American Planning Services
Florida
$336K +$41.2K +105 +14%
SFI
2062
SPC Financial Inc
Maryland
$335K – – –
FWM
2063
Fingerlakes Wealth Management
New York
$334K +$1.18K +3 +0.4%
HIC
2064
Holderness Investments Company
North Carolina
$333K +$12.6K +32 +4%
HP
2065
Hyperion Partners
Pennsylvania
$332K – – –
SCA
2066
Stonebridge Capital Advisors
Minnesota
$331K -$40.8K -104 -11%
CC
2067
Cypress Capital
Tennessee
$331K +$126K +320 +61%
GCM
2068
Gables Capital Management
Florida
$330K -$78.5K -200 -19%
P
2069
&Partners
Tennessee
$329K -$9.82K -25 -3%
TFP
2070
Triune Financial Partners
Kansas
$329K +$89.1K +227 +37%
MF
2071
Meridian Financial
Massachusetts
$328K +$36.2K +92 +12%
TF
2072
TLWM Financial
Texas
$328K +$131K +334 +67%
CC
2073
Capital Counsel
New York
$328K +$328K +834 New
TIM
2074
Total Investment Management
Arizona
$327K +$327K +833 New
FPGT
2075
Financial Partners Group (Tennessee)
Tennessee
$327K +$25.5K +65 +8%
81 82
83
84 85