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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 %
CIA
2276
Cape Investment Advisory
Georgia
$153K +$7.07K +18 +5%
BCV
2277
Banque Cantonale Vaudoise
Switzerland
$152K – – –
RFA
2278
Resurgent Financial Advisors
Georgia
$152K -$45.9K -117 -23%
WC
2279
Westwind Capital
New Mexico
$151K -$8.24K -21 -5%
CWP
2280
Concord Wealth Partners
Virginia
$148K +$88.3K +225 +149%
VAG
2281
VisionPoint Advisory Group
Texas
$143K +$24.7K +63 +21%
BWP
2282
Baldwin Wealth Partners
Massachusetts
$141K – – –
DJSG
2283
D.J. St. Germain
Massachusetts
$137K – – –
GTAM
2284
Global Trust Asset Management
Florida
$136K +$27.5K +70 +25%
WCMN
2285
Westchester Capital Management (Nebraska)
Nebraska
$134K – – –
PCA
2286
Providence Capital Advisors
North Carolina
$133K -$46K -117 -26%
CAL
2287
Capital Advisors Ltd
Ohio
$122K – – –
TAM
2288
Tucker Asset Management
Colorado
$119K -$15.3K -39 -11%
DAM
2289
Delta Asset Management
Tennessee
$119K – – –
HWM
2290
Horizons Wealth Management
North Carolina
$119K – – –
ECM
2291
Elgethun Capital Management
South Dakota
$111K – – –
SCA
2292
Stuart Chaussee & Associates
California
$110K – – –
ME
2293
McIlrath & Eck
Washington
$110K -$3.93K -10 -3%
IWMA
2294
Ironwood Wealth Management (Arizona)
Arizona
$108K -$19.2K -49 -15%
RP
2295
Rowlandmiller & Partners
Georgia
$105K -$32.3K -82 -23%
SWM
2296
Sanctuary Wealth Management
Idaho
$105K – – –
TCPG
2297
Trivant Custom Portfolio Group
California
$105K +$392 +1 +0.4%
CICI
2298
Capital Investment Counsel Inc
North Carolina
$102K +$102K +260 New
OIA
2299
Optimum Investment Advisors
Illinois
$101K – – –
EA
2300
Evolution Advisers
Virginia
$100K – – –
90 91
92
93 94