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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
+$8.34B
2
Goldman Sachs
Goldman Sachs
New York
+$1.72B
3
Cerity Partners
Cerity Partners
New York
+$1.09B
4
Vanguard Group
Vanguard Group
Pennsylvania
+$539M
5
Wolverine Trading
Wolverine Trading
Illinois
+$346M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3.4B
2
FA
Fiducient Advisors
Illinois
-$891M
3
UCFA
United Capital Financial Advisors
Texas
-$847M
4
CI
Clal Insurance
Israel
-$729M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$413M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
2476
Waycross Investment Management
Washington
$220K -$94.3K -216 -30%
HA
2477
Hofer & Associates
California
$220K +$220K +503 New
CWP
2478
Concord Wealth Partners
Virginia
$219K +$55K +126 +34%
CIS
2479
Continental Investors Services
Washington
$219K +$219K +501 New
AIM
2480
Arcadia Investment Management
Michigan
$219K – – –
PWMG
2481
Prestige Wealth Management Group
New Jersey
$219K – – –
ECAM
2482
East Coast Asset Management
Massachusetts
$218K +$218K +500 New
AWA
2483
ARQ Wealth Advisors
Arizona
$218K +$218K +500 New
MRCM
2484
M&R Capital Management
New Jersey
$218K -$10.9K -25 -5%
RWM
2485
Revisor Wealth Management
Ohio
$217K -$353K -808 -62%
KLI
2486
Kelman-Lazarov Inc
Tennessee
$217K +$217K +496 New
SWM
2487
Silverlake Wealth Management
Vermont
$216K +$216K +495 New
SAM
2488
Seelaus Asset Management
New Jersey
$216K +$216K +495 New
ALWM
2489
Andrews Lucia Wealth Management
California
$216K +$216K +494 New
CIP
2490
Capital Insight Partners
Arizona
$215K +$215K +493 New
HVIA
2491
Hudson Valley Investment Advisors
New York
$215K -$34.9K -80 -14%
TFF
2492
The Family Firm
Maryland
$214K +$214K +490 New
CA
2493
Carson Advisory
Georgia
$214K +$214K +490 New
EA
2494
Everpar Advisors
Oklahoma
$213K +$213K +488 New
HWMC
2495
Heritage Wealth Management (California)
California
$213K +$213K +488 New
CWG
2496
Crown Wealth Group
North Carolina
$212K -$570K -1,306 -73%
MKA
2497
M. Kulyk & Associates
Georgia
$211K +$211K +484 New
MSA
2498
Marino Stram & Associates
Massachusetts
$211K +$211K +483 New
CA
2499
Callahan Advisors
Texas
$210K +$210K +482 New
AHC
2500
Anderson Hoagland & Co
Missouri
$210K +$210K +480 New
98 99
100
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