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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 %
LJAC
2201
L.J. Altfest & Co
New York
$234K -$7.85K -20 -3%
EFN
2202
Equita Financial Network
Pennsylvania
$234K +$234K +597 New
HFAS
2203
Hummer Financial Advisory Services
Illinois
$234K +$234K +593 New
LI
2204
Lafayette Investments
Maryland
$234K – – –
DFA
2205
DHJJ Financial Advisors
Illinois
$233K +$5.5K +14 +2%
HW
2206
Hedeker Wealth
Illinois
$233K +$11.8K +30 +5%
NL
2207
NVWM LLC
Pennsylvania
$233K -$157K -398 -40%
LCM
2208
Lazari Capital Management
California
$231K -$27.5K -70 -11%
KWA
2209
Kellett Wealth Advisors
Ohio
$230K +$13.7K +35 +6%
HWA
2210
Heritage Wealth Advisors
Virginia
$228K – – –
KOCAA
2211
Knights of Columbus Asset Advisors
Connecticut
$228K – – –
OWA
2212
One Wealth Advisors
California
$227K -$4.32K -11 -2%
KCM
2213
KRS Capital Management
Michigan
$226K – – –
OPWM
2214
Oxinas Partners Wealth Management
Indiana
$226K – – –
KIG
2215
Kennedy Investment Group
New Jersey
$225K -$119K -304 -35%
IFPG
2216
Intrepid Financial Planning Group
Indiana
$225K +$225K +574 New
TAM
2217
Townsend Asset Management
North Carolina
$225K – – –
HVIA
2218
Hudson Valley Investment Advisors
New York
$225K +$225K +572 New
PWM
2219
Palumbo Wealth Management
New York
$224K +$393 +1 +0.2%
SWA
2220
Strata Wealth Advisors
Texas
$223K +$223K +568 New
FVWA
2221
Foster Victor Wealth Advisors
South Carolina
$222K +$222K +561 New
OPPS
2222
Obsidian Personal Planning Solutions
Maryland
$221K -$5.11K -13 -2%
KFP
2223
KMG Fiduciary Partners
Ohio
$221K +$18.5K +47 +9%
ACG
2224
Allen Capital Group
Nebraska
$221K -$17.3K -44 -7%
HBW
2225
Hazlett, Burt & Watson
West Virginia
$220K +$114K +289 +107%
87 88
89
90 91