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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 %
PIA
2551
Powell Investment Advisors
Florida
$108K +$874 +2 +0.8%
BWP
2552
Baldwin Wealth Partners
Massachusetts
$107K -$49.8K -114 -32%
TCG
2553
Transcendent Capital Group
Oklahoma
$106K +$106K +243 New
ME
2554
McIlrath & Eck
Washington
$103K -$18.8K -43 -15%
AWM
2555
AllSquare Wealth Management
New York
$103K +$30.6K +70 +42%
OIA
2556
Optimum Investment Advisors
Illinois
$102K -$10.5K -24 -9%
RFG
2557
REAP Financial Group
Texas
$101K +$101K +231 New
JHCP
2558
Jackson Hole Capital Partners
Oklahoma
$100K – – –
BFS
2559
Burkett Financial Services
South Carolina
$96.4K +$96.4K +221 New
PP
2560
PFS Partners
New Jersey
$95.2K +$873 +2 +0.9%
KA
2561
Kozak & Associates
Colorado
$92.2K +$82.2K +188 +817%
TC
2562
Trust Company
Kansas
$90.9K – – –
GPFA
2563
Game Plan Financial Advisors
Ohio
$90K +$90K +206 New
WAM
2564
WFA Asset Management
Wisconsin
$89.1K +$437 +1 +0.5%
GIM
2565
Gold Investment Management
Alberta, Canada
$86.9K +$86.9K +199 New
OC
2566
Oakworth Capital
Alabama
$85.2K -$6.99K -16 -8%
IA
2567
IFS Advisors
Kansas
$84.7K +$7.86K +18 +10%
VCM
2568
Versant Capital Management
Arizona
$84.1K +$43.8K +100 +109%
PS
2569
Planned Solutions
California
$74.3K +$74.3K +170 New
AP
2570
Arlington Partners
Alabama
$73.4K – – –
CB
2571
CNB Bank
Pennsylvania
$71.6K – – –
JGCM
2572
Joseph Group Capital Management
Ohio
$71.6K – – –
GAG
2573
Goodman Advisory Group
Massachusetts
$69.5K – – –
BAM
2574
Byrne Asset Management
New Jersey
$67.9K – – –
FCMT
2575
Founders Capital Management (Texas)
Texas
$67.7K +$55.9K +128 +474%
101 102
103
104 105