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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 %
WFA
2526
Wells Financial Advisors
Massachusetts
$175K – – –
RFA
2527
Resurgent Financial Advisors
Georgia
$173K +$3.93K +9 +2%
WC
2528
Westwind Capital
New Mexico
$168K – – –
DJSG
2529
D.J. St. Germain
Massachusetts
$161K +$8.74K +20 +6%
BCV
2530
Banque Cantonale Vaudoise
Switzerland
$159K -$9.61K -22 -6%
PCWA
2531
Pacific Capital Wealth Advisors
California
$149K +$149K +341 New
GTAM
2532
Global Trust Asset Management
Florida
$147K -$4.37K -10 -3%
PCA
2533
Providence Capital Advisors
North Carolina
$145K -$2.63K -6 -2%
MSWM
2534
Mowery & Schoenfeld Wealth Management
Illinois
$142K +$142K +326 New
IF
2535
Integrity Financial
Wyoming
$131K -$1.48M -3,386 -92%
CAL
2536
Capital Advisors Ltd
Ohio
$131K -$3.92K -9 -3%
ACA
2537
American Capital Advisory
Idaho
$128K +$128K +293 New
HWM
2538
Horizons Wealth Management
North Carolina
$128K -$3.93K -9 -3%
SWC
2539
Spectrum Wealth Counsel
Indiana
$127K +$127K +290 New
NFA
2540
Northwest Financial Advisors
Virginia
$126K +$126K +289 New
KFP
2541
Keener Financial Planning
Texas
$124K +$124K +284 New
ECM
2542
Elgethun Capital Management
South Dakota
$123K -$437 -1 -0.4%
SCA
2543
Stuart Chaussee & Associates
California
$123K – – –
WBC
2544
West Branch Capital
Massachusetts
$121K -$234K -537 -66%
IWMA
2545
Ironwood Wealth Management (Arizona)
Arizona
$120K -$874 -2 -0.7%
RP
2546
Rowlandmiller & Partners
Georgia
$117K +$437 +1 +0.4%
CI
2547
Cordant Inc
Oregon
$116K +$116K +265 New
CICI
2548
Capital Investment Counsel Inc
North Carolina
$114K – – –
WCMN
2549
Westchester Capital Management (Nebraska)
Nebraska
$109K -$39.3K -90 -26%
GIS
2550
Grayhawk Investment Strategies
Alberta, Canada
$109K – – –
100 101
102
103 104