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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 %
CAM
2226
Covenant Asset Management
New Jersey
$219K -$114K -290 -34%
EWM
2227
Elevatus Welath Management
New York
$218K +$20.4K +52 +10%
BWM
2228
Brown Wealth Management
Illinois
$218K -$484K -1,233 -69%
CA
2229
Cornerstone Advisory
Maryland
$218K -$141K -359 -39%
BA
2230
Ballew Advisors
Mississippi
$218K -$38.6K -99 -15%
SNBOSCI
2231
Security National Bank of Sioux City Iowa
Iowa
$216K -$3.93K -10 -2%
OPA
2232
Old Port Advisors
Maine
$216K +$216K +551 New
HWP
2233
Heritage Wealth Partners
Ohio
$216K +$18.1K +46 +9%
MAM
2234
Morse Asset Management
Connecticut
$216K – – –
CHP
2235
Cable Hill Partners
Oregon
$216K -$24K -61 -10%
IWM
2236
Integris Wealth Management
California
$216K -$13K -33 -6%
REMPR
2237
Roof Eidam Maycock Peralta (REMP)
California
$214K – – –
SWM
2238
Seaside Wealth Management
California
$214K – – –
ASC
2239
Atalanta Sosnoff Capital
New York
$214K – – –
MFS
2240
McNamara Financial Services
Massachusetts
$214K – – –
PFA
2241
Pathway Financial Advisers
Indiana
$214K +$214K +545 New
WF
2242
Whelan Financial
California
$211K +$211K +537 New
GFWA
2243
Grey Fox Wealth Advisors
Delaware
$210K +$210K +534 New
QPBE
2244
Quintet Private Bank (Europe)
Luxembourg
$210K +$210K +535 New
GA
2245
Gateway Advisory
New Jersey
$208K +$208K +531 New
PFM
2246
Patton Fund Management
Texas
$208K – – –
FA
2247
Fagan Associates
New York
$208K -$9.83K -25 -5%
SC
2248
Stolper & Co
Oklahoma
$207K – – –
MKC
2249
M. Kraus & Co
Vermont
$206K -$108K -275 -34%
PCA
2250
Private Capital Advisors
Connecticut
$206K – – –
88 89
90
91 92