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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 %
I2I
2251
Insight 2811 Inc
Illinois
$206K +$2.36K +6 +1%
MRCM
2252
M&R Capital Management
New Jersey
$205K – – –
DSA
2253
Droms Strauss Advisors
Missouri
$205K +$784 +2 +0.4%
PCG
2254
Prosperity Consulting Group
Maryland
$205K +$205K +521 New
SP
2255
Successful Portfolios
Florida
$204K -$1.18K -3 -0.6%
DWA
2256
Delap Wealth Advisory
Oregon
$204K – – –
LCGC
2257
Legacy Capital Group California
California
$203K – – –
NG
2258
NatWest Group
United Kingdom
$203K – – –
ECM
2259
Exchange Capital Management
Michigan
$203K – – –
KC
2260
Kingfisher Capital
North Carolina
$203K – – –
NC
2261
NinePointTwo Capital
California
$202K +$10.2K +26 +5%
UL
2262
Unionview LLC
Washington
$201K +$785 +2 +0.4%
TPA
2263
Trivium Point Advisory
Connecticut
$200K -$43.7K -113 -18%
PWMG
2264
Prestige Wealth Management Group
New Jersey
$197K -$5.12K -13 -3%
AIM
2265
Arcadia Investment Management
Michigan
$197K -$73K -186 -27%
PGAM
2266
Princeton Global Asset Management
New Jersey
$191K -$513K -1,306 -73%
CAL
2267
Capital Analysts LLC
Pennsylvania
$190K +$53.2K +136 +39%
TLA
2268
Tanglewood Legacy Advisors
Texas
$188K – – –
MHR
2269
Matthew Hamilton Rosenberg
$176K – – –
IIL
2270
Insight Inv LLC
California
$174K – – –
AWA
2271
Authentikos Wealth Advisory
California
$165K +$165K +419 New
USB
2272
Union Savings Bank
Connecticut
$159K – – –
OCM
2273
Orion Capital Management
California
$158K +$158K +402 New
GPI
2274
General Partner Inc
Pennsylvania
$157K – – –
WFA
2275
Wells Financial Advisors
Massachusetts
$157K – – –
89 90
91
92 93