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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 %
RI
2151
Rinkey Investments
California
$263K -$267K -680 -50%
IGGA
2152
Iron Gate Global Advisors
Utah
$263K -$147K -372 -36%
HHRDM
2153
H&H Retirement Design & Management
Nevada
$262K +$262K +660 New
NCG
2154
Newport Capital Group
New Jersey
$262K -$51.1K -130 -16%
FWP
2155
Falcon Wealth Planning
California
$261K +$261K +665 New
OIS
2156
Okabena Investment Services
Minnesota
$260K -$116K -295 -31%
RA
2157
Rodgers & Associates
Pennsylvania
$258K +$20K +51 +8%
CAM
2158
Carret Asset Management
New York
$258K -$19.6K -50 -7%
CWA
2159
Cornerstone Wealth Advisors
Minnesota
$258K – – –
GLA
2160
Great Lakes Advisors
Illinois
$256K +$256K +652 New
SIG
2161
Sargent Investment Group
Maryland
$256K +$59.7K +152 +30%
MCIA
2162
Mountain Capital Investment Advisors
Colorado
$256K -$81K -200 -24%
PCH
2163
PGIM Custom Harvest
New Jersey
$255K -$43.6K -111 -15%
TCM
2164
Telos Capital Management
California
$255K -$3.93K -10 -2%
DP
2165
Denver PWM
Colorado
$254K -$1.57K -4 -0.6%
GWAM
2166
Guardian Wealth Advisors (Minnesota)
Minnesota
$254K +$2.75K +7 +1%
WWM
2167
WT Wealth Management
Arizona
$253K +$8.66K +22 +4%
CI
2168
Ceera Investments
Texas
$253K +$253K +645 New
SPWG
2169
Syntegra Private Wealth Group
Missouri
$253K +$23.2K +59 +10%
NLP
2170
Next Level Private
New York
$252K – – –
CIC
2171
Chilton Investment Company
Connecticut
$252K +$252K +641 New
ACA
2172
Affinity Capital Advisors
California
$252K +$2.75K +7 +1%
JE
2173
JMAC Enterprises
Pennsylvania
$250K -$7.07K -18 -3%
CHC
2174
City Holding Co
West Virginia
$249K – – –
TVAMP
2175
Tennessee Valley Asset Management Partners
Tennessee
$249K +$10.2K +26 +4%
85 86
87
88 89