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Vanguard S&P 500 ETF
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Overview Fund Activity

2,655 hedge funds and large institutions have $152B invested in Vanguard S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 364 funds opening new positions, 1,255 increasing their positions, 771 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,655
Holders Change
+256
Holders Change %
+10.67%
% of All Funds
38.92%
Holding in Top 10
627
Holding in Top 10 Change
+70
Holding in Top 10 Change %
+12.57%
% of All Funds
9.19%
New
364
Increased
1,255
Reduced
771
Closed
71
Calls
$1.03B
Puts
$791M
Net Calls
+$238M
Net Calls Change
-$57.8M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$15.8B
2
Goldman Sachs
Goldman Sachs
New York
$6.58B
3
Cerity Partners
Cerity Partners
New York
$1.22B
4
Vanguard Group
Vanguard Group
Pennsylvania
$9.98B
5
Wolverine Trading
Wolverine Trading
Illinois
$694M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.74B
2
FA
Fiducient Advisors
Illinois
$52.8M
3
UCFA
United Capital Financial Advisors
Texas
$883M
4
CI
Clal Insurance
Israel
$33.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.49B
Name Holding Trade Value Shares
Change 		Shares
Change %
KHLMVGHM
226
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$72M -$4.73M -10,831 -6%
MDSL
227
M.D. Sass LLC
New York
$71.9M +$11.6M +26,502 +19%
SW
228
SVB Wealth
Massachusetts
$71.7M +$29.9M +68,527 +72%
II
229
Ironclad Investments
Florida
$71.1M +$71.1M +162,858 New
CG
230
Caprock Group
Idaho
$70.7M +$1.38M +3,157 +2%
CWA
231
CJM Wealth Advisers
Virginia
$69.9M +$128K +294 +0.2%
QWP
232
Quotient Wealth Partners
Texas
$69.9M +$69.9M +159,988 New
CA
233
Cambridge Advisors
Nebraska
$69.7M -$1.06M -2,421 -1%
PWM
234
Perigon Wealth Management
California
$69.2M +$8.07M +18,471 +13%
Prudential Financial
235
Prudential Financial
New Jersey
$69.2M +$6.95M +15,919 +11%
CA
236
Crane Advisory
California
$68.8M +$2.41M +5,605 +4%
KAH
237
Kathryn A. Hall
$68.7M +$19.2M +43,845 +39%
TA
238
Tectonic Advisors
Texas
$68.3M +$3.47M +7,949 +5%
WFA
239
WestHill Financial Advisors
California
$68.3M +$413K +945 +0.6%
SWM
240
SilverOak Wealth Management
Minnesota
$68.2M +$68.2M +156,115 New
CSIA
241
Conrad Siegel Investment Advisors
Pennsylvania
$67.6M -$1.07M -2,449 -2%
SCM
242
Stordahl Capital Management
Colorado
$67.1M -$2.09M -4,775 -3%
LSAG
243
Lake Street Advisors Group
New Hampshire
$66.5M -$5.69M -13,016 -8%
AL
244
Aspiriant LLC
California
$66.5M +$1.96M +4,480 +3%
AM
245
AGF Management
Ontario, Canada
$65.9M +$5.62M +12,868 +9%
AF
246
Affiance Financial
Minnesota
$65.2M +$56.9M +130,279 +685%
AFAS
247
Acorn Financial Advisory Services
Virginia
$65M -$3.29M -7,540 -5%
FF
248
Francis Financial
$64.9M +$2.17M +4,958 +3%
JFG
249
Jefferies Financial Group
New York
$64.6M +$47.4M +108,543 +277%
ANTB
250
AMG National Trust Bank
Colorado
$64.1M +$1.33M +3,039 +2%
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