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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 %
FAM
2076
Family Asset Management
South Carolina
$327K -$6.68K -17 -2%
CT
2077
Colonial Trust
South Carolina
$326K -$3.14K -8 -1%
C
2078
CEDRUS
Colorado
$326K -$393 -1 -0.1%
AC
2079
AlphaCore Capital
California
$324K +$159K +403 +96%
IPW
2080
Inlet Private Wealth
Florida
$324K -$25.5K -65 -7%
LWM
2081
Lodestone Wealth Management
Washington
$321K +$786 +2 +0.2%
OCM
2082
Orleans Capital Management
Louisiana
$320K – – –
WBC
2083
West Branch Capital
Massachusetts
$320K – – –
SEI Investments
2084
SEI Investments
Pennsylvania
$320K -$185K -472 -37%
KIG
2085
Kowal Investment Group
Wisconsin
$319K -$61.7K -157 -16%
PCM
2086
Pennsylvania Capital Management
Pennsylvania
$318K – – –
PAMG
2087
Patton Albertson Miller Group
Tennessee
$316K -$64.4K -164 -17%
GWM
2088
GDS Wealth Management
Texas
$316K +$82.5K +210 +35%
BF
2089
Brogan Financial
Tennessee
$316K +$394 +1 +0.1%
MC
2090
Matisse Capital
Oregon
$315K +$315K +803 New
FW
2091
FirstPurpose Wealth
Utah
$315K -$18.8K -48 -6%
WKSWA
2092
White Knight Strategic Wealth Advisors
New Jersey
$314K -$393 -1 -0.1%
VPIM
2093
Vanguard Personalized Indexing Management
California
$314K +$77K +196 +32%
LL
2094
LWMG LLC
Minnesota
$314K -$3.93K -10 -1%
WIM
2095
Westside Investment Management
California
$312K +$83.7K +213 +37%
HG
2096
Harbor Group
New Hampshire
$309K +$15.3K +39 +5%
IWP
2097
IAG Wealth Partners
Wisconsin
$309K -$425K -1,083 -58%
AFS
2098
Access Financial Services
Minnesota
$309K +$309K +786 New
GF
2099
Gries Financial
Ohio
$307K +$307K +783 New
SIC
2100
Sterling Investment Counsel
New York
$306K +$47.1K +120 +18%
82 83
84
85 86