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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 %
DWMG
2626
DB Wealth Management Group
California
$15.7K – – –
RCM
2627
Raleigh Capital Management
North Carolina
$15.5K +$432 +1 +3%
DWA
2628
Delos Wealth Advisors
Texas
$14.9K – – –
MIA
2629
Milestone Investment Advisors
Wisconsin
$14.9K – – –
MPCG
2630
Matrix Private Capital Group
New York
$13.1K -$33.2K -76 -72%
CTA
2631
Colonial Trust Advisors
South Carolina
$12.8K +$12.8K +29 New
FF
2632
Friedenthal Financial
New Jersey
$12.4K +$12.4K +28 New
TIM
2633
Thompson Investment Management
Wisconsin
$12.2K – – –
AIMA
2634
Ables Iannone Moore & Associates
Georgia
$10.9K +$10.9K +25 New
IRC
2635
Investors Research Corp
Georgia
$8.56K +$428 +1 +5%
CWM
2636
Compass Wealth Management
Connecticut
$7.86K – – –
MSWM
2637
McGlone Suttner Wealth Management
Wisconsin
$7.86K +$7.86K +18 New
EWM
2638
EPG Wealth Management
Georgia
$6.81K – – –
RF
2639
Robbins Farley
New Hampshire
$5.24K -$19.7K -45 -79%
AA
2640
AlphaMark Advisors
Kentucky
$5K -$6.67K -16 -57%
MCA
2641
Maryland Capital Advisors
Maryland
$4.81K – – –
HCP
2642
Hexagon Capital Partners
Arkansas
$4.42K +$804 +2 +22%
MWM
2643
MGB Wealth Management
Texas
$4.37K +$4.37K +10 New
FBC
2644
Fairfield, Bush & Co
Connecticut
$4.37K +$4.37K +10 New
FFA
2645
Fairfield Financial Advisors
Massachusetts
$3.99K – – –
BCPWM
2646
Bradley & Co Private Wealth Management
Florida
$3.93K +$874 +2 +29%
RWPA
2647
Richard W. Paul & Associates
Michigan
$3.51K +$3.51K +8 New
CIM
2648
Contravisory Investment Management
Massachusetts
$3.49K – – –
BHWM
2649
Bay Harbor Wealth Management
Maryland
$3.49K – – –
CFG
2650
CKW Financial Group
Hawaii
$3K – – –
104 105
106
107 108