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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.

Holders
2,399
Holders Change
+28
Holders Change %
+1.18%
% of All Funds
38.26%
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
1
Fiducient Advisors
Illinois
$848M
2
RJA
2
Raymond James & Associates
Florida
$8.96B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$8.48B
4
PFO
4
Pathstone Family Office
New Jersey
$520M
5
CI
5
Clal Insurance
Israel
$688M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$7.31B
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$5.31B
3
Cerity Partners
3
Cerity Partners
New York
$367M
4
CS
4
Credit Suisse
Switzerland
$480M
5
UCFA
5
United Capital Financial Advisors
Texas
$1.56B
Name Holding Trade Value Shares
Change 		Shares
Change %
KM
2451
Kalos Management
Georgia
– -$335K -822 Closed
S
2452
SimplyRich
California
– -$330K -811 Closed
CCA
2453
Clearwater Capital Advisors
Illinois
– -$311K -764 Closed
VC
2454
Veracity Capital
Georgia
– -$306K -751 Closed
APWM
2455
Atlas Private Wealth Management
New York
– -$295K -724 Closed
WWG
2456
West Wealth Group
California
– -$256K -630 Closed
SPC
2457
Stewart & Patten Company
California
– -$254K -623 Closed
BWA
2458
BlueSky Wealth Advisors
North Carolina
– -$236K -579 Closed
CG
2459
Clarus Group
Texas
– -$233K -573 Closed
AFWM
2460
AMJ Financial Wealth Management
Virginia
– -$230K -565 Closed
MPM
2461
Meritage Portfolio Management
Kansas
– -$223K -547 Closed
TRIA
2462
Trail Ridge Investment Advisors
Colorado
– -$220K -539 Closed
MKA
2463
M. Kulyk & Associates
Georgia
– -$216K -531 Closed
ASFA
2464
All Season Financial Advisors
Colorado
– -$211K -519 Closed
SWIG
2465
Strategic Wealth Investment Group
Kentucky
– -$210K -515 Closed
MWM
2466
Meritas Wealth Management
California
– -$207K -509 Closed
CAM
2467
Claret Asset Management
Quebec, Canada
– -$206K -507 Closed
NA
2468
Navellier & Associates
Nevada
– -$206K -506 Closed
CL
2469
CIM LLC
New York
– -$205K -503 Closed
AWA
2470
ARQ Wealth Advisors
Arizona
– -$204K -500 Closed
ECAM
2471
East Coast Asset Management
Massachusetts
– -$204K -500 Closed
HWM
2472
Horizon Wealth Management
Illinois
– -$203K -498 Closed
SWM
2473
Silverlake Wealth Management
Vermont
– -$201K -495 Closed
CIP
2474
Capital Insight Partners
Arizona
– -$201K -493 Closed
SAM
2475
Seelaus Asset Management
New Jersey
– -$201K -493 Closed
96 97 98
99
100