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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
$848M
2
RJA
Raymond James & Associates
Florida
$8.96B
3
Vanguard Group
Vanguard Group
Pennsylvania
$8.48B
4
PFO
Pathstone Family Office
New Jersey
$520M
5
CI
Clal Insurance
Israel
$688M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.31B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.31B
3
Cerity Partners
Cerity Partners
New York
$367M
4
CS
Credit Suisse
Switzerland
$480M
5
UCFA
United Capital Financial Advisors
Texas
$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
GIS
2301
Grayhawk Investment Strategies
Alberta, Canada
$98.2K -$707K -1,800 -88%
PIA
2302
Powell Investment Advisors
Florida
$96.3K +$395 +1 +0.4%
WWP
2303
WR Wealth Planners
Missouri
$96.1K +$77.3K +197 +410%
BCM
2304
BluePath Capital Management
Georgia
$94.2K +$94.2K +240 New
SIM
2305
Studio Investment Management
Illinois
$93.1K +$58.8K +149 +171%
CCP
2306
Carmel Capital Partners
California
$92.3K – – –
RFA
2307
Register Financial Advisors
Georgia
$91.1K -$37.3K -95 -29%
MAWA
2308
Moss Adams Wealth Advisors
Washington
$90.7K -$394 -1 -0.4%
JHCP
2309
Jackson Hole Capital Partners
Oklahoma
$90.3K – – –
FCT
2310
First Community Trust
Iowa
$88.8K -$10.2K -26 -10%
CWM
2311
Consultiva Wealth Management
Puerto Rico
$88.4K +$88.4K +225 New
SSWM
2312
Sheets Smith Wealth Management
North Carolina
$88.2K +$88.2K +225 New
FGA
2313
Fortis Group Advisors
New Jersey
$86.8K +$86.8K +221 New
HWP
2314
Hibernia Wealth Partners
Louisiana
$85.8K +$85.8K +218 New
PP
2315
PFS Partners
New Jersey
$84.9K +$393 +1 +0.5%
OC
2316
Oakworth Capital
Alabama
$82.9K -$57.7K -147 -41%
TC
2317
Trust Company
Kansas
$81.7K – – –
WAM
2318
WFA Asset Management
Wisconsin
$79.7K +$5.5K +14 +7%
Nisa Investment Advisors
2319
Nisa Investment Advisors
Missouri
$78.5K -$624K -1,590 -89%
IA
2320
IFS Advisors
Kansas
$69.1K -$13.7K -35 -17%
PC
2321
Pecaut & Co
Iowa
$67.6K +$9.44K +24 +16%
AP
2322
Arlington Partners
Alabama
$66K -$938K -2,388 -93%
AT
2323
Arlington Trust
Alabama
$66K +$66K +168 New
AWM
2324
AllSquare Wealth Management
New York
$64.8K – – –
JGCM
2325
Joseph Group Capital Management
Ohio
$64.4K – – –
91 92
93
94 95