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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 %
FWA
2576
FSC Wealth Advisors
New York
$67.3K – – –
BCM
2577
Bourgeon Capital Management
Connecticut
$67K – – –
ANBT
2578
American National Bank & Trust
Texas
$66K +$1.31K +3 +2%
APW
2579
Acima Private Wealth
Virginia
$65.5K – – –
CWM
2580
CarsonAllaria Wealth Management
Illinois
$65K +$21.1K +48 +48%
LAM
2581
Lummis Asset Management
Texas
$64.2K +$64.2K +147 New
RFA
2582
Register Financial Advisors
Georgia
$61K -$40.1K -92 -40%
PCG
2583
PFC Capital Group
California
$59K +$59K +136 New
Nisa Investment Advisors
2584
Nisa Investment Advisors
Missouri
$59K -$28.4K -65 -33%
CFS
2585
CGC Financial Services
Oregon
$56.8K +$17K +39 +43%
BAM
2586
Bellevue Asset Management
Washington
$54.6K – – –
VL
2587
Vima LLC
Michigan
$53.1K +$53.1K +122 New
DCM
2588
Davis Capital Management
Florida
$52.9K +$52.9K +121 New
CCA
2589
Criterion Capital Advisors
Tennessee
$52.9K +$52.9K +121 New
CAM
2590
Clarity Asset Management
Iowa
$52.4K +$52.4K +120 New
WCAMG
2591
Woodard & Company Asset Management Group
North Carolina
$51.5K +$51.5K +118 New
MAWCM
2592
Mine & Arao Wealth Creation & Management
California
$50.5K +$435 +1 +0.9%
BCM
2593
Blume Capital Management
California
$49.1K – – –
KFS
2594
Kelly Financial Services
Massachusetts
$42.8K +$437 +1 +1%
APC
2595
Aspire Private Capital
North Carolina
$42.4K – – –
MIM
2596
MTM Investment Management
South Carolina
$41.5K – – –
Loomis, Sayles & Company
2597
Loomis, Sayles & Company
Massachusetts
$41K +$41K +95 New
CAM
2598
Costello Asset Management
Pennsylvania
$39.7K – – –
OA
2599
Operose Advisors
Wisconsin
$38.5K -$950K -2,172 -96%
CAM
2600
Creekmur Asset Management
Illinois
$36.7K +$36.7K +84 New
102 103
104
105 106