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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 %
PP
2176
Pacifica Partners
Canada
$248K +$58.5K +150 +31%
PAWA
2177
Palo Alto Wealth Advisors
California
$247K – – –
AAM
2178
Aureus Asset Management
Massachusetts
$247K – – –
LWAM
2179
Legacy Wealth Asset Management
Minnesota
$245K – – –
RL
2180
Rogco LP
Oklahoma
$245K +$245K +623 New
TCPWM
2181
Traverso Chambers Private Wealth Management
California
$244K – – –
CWM
2182
CCG Wealth Management
California
$244K -$284K -723 -54%
SEM
2183
Strategic Equity Management
Arizona
$243K +$243K +620 New
JWM
2184
Jessup Wealth Management
Ohio
$243K -$9.04K -23 -4%
SI
2185
Saxon Interests
Texas
$242K -$3.83M -9,755 -94%
CWMU
2186
Caliber Wealth Management (Utah)
Utah
$242K +$242K +615 New
RW
2187
RVW Wealth
California
$241K – – –
SA
2188
Sicart Associates
New York
$241K +$2.37K +6 +1%
PSB
2189
Piscataqua Savings Bank
New Hampshire
$240K – – –
TCA
2190
Trifecta Capital Advisors
Illinois
$240K -$6.68K -17 -3%
SCI
2191
S&CO Inc
Massachusetts
$239K +$239K +610 New
CWM
2192
CIBC World Markets
New York
$238K +$238K +607 New
PPWP
2193
Proquility Private Wealth Partners
Nevada
$238K +$238K +607 New
MWP
2194
MYCIO Wealth Partners
Pennsylvania
$237K +$1.96K +5 +0.8%
SMDAM
2195
Sumitomo Mitsui DS Asset Management
Japan
$236K +$236K +601 New
LC
2196
Lincoln Capital
Nebraska
$235K +$3.15K +8 +1%
LCM
2197
Lunt Capital Management
Utah
$235K – – –
IWP
2198
Innova Wealth Partners
Pennsylvania
$235K +$235K +598 New
BA
2199
Bridge Advisory
California
$234K -$212K -540 -47%
PFG
2200
Prosperity Financial Group
California
$234K +$1.96K +5 +0.8%
86 87
88
89 90