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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
$15.8B
2
Goldman Sachs
Goldman Sachs
New York
$6.58B
3
Cerity Partners
Cerity Partners
New York
$1.22B
4
Vanguard Group
Vanguard Group
Pennsylvania
$9.98B
5
Wolverine Trading
Wolverine Trading
Illinois
$694M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.74B
2
FA
Fiducient Advisors
Illinois
$52.8M
3
UCFA
United Capital Financial Advisors
Texas
$883M
4
CI
Clal Insurance
Israel
$33.4M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.49B
Name Holding Trade Value Shares
Change 		Shares
Change %
FA
2701
Financial Alternatives
California
– -$293K -746 Closed
QC
2702
QCM Cayman
Texas
– -$284K -724 Closed
LNWTC
2703
Laird Norton Wetherby Trust Company
Washington
– -$278K -705 Closed
WWM
2704
WT Wealth Management
Arizona
– -$253K -644 Closed
SEM
2705
Strategic Equity Management
Arizona
– -$243K -620 Closed
BA
2706
Bridge Advisory
California
– -$234K -597 Closed
PFG
2707
Prosperity Financial Group
California
– -$234K -596 Closed
FVWA
2708
Foster Victor Wealth Advisors
South Carolina
– -$222K -561 Closed
BWM
2709
Brown Wealth Management
Illinois
– -$218K -556 Closed
OPA
2710
Old Port Advisors
Maine
– -$216K -551 Closed
CHP
2711
Cable Hill Partners
Oregon
– -$216K -550 Closed
ASC
2712
Atalanta Sosnoff Capital
New York
– -$214K -545 Closed
GFWA
2713
Grey Fox Wealth Advisors
Delaware
– -$210K -534 Closed
GA
2714
Gateway Advisory
New Jersey
– -$208K -531 Closed
NG
2715
NatWest Group
United Kingdom
– -$203K -518 Closed
TPA
2716
Trivium Point Advisory
Connecticut
– -$200K -517 Closed
WWP
2717
WR Wealth Planners
Missouri
– -$96.1K -245 Closed
BCM
2718
BluePath Capital Management
Georgia
– -$94.2K -240 Closed
CCP
2719
Carmel Capital Partners
California
– -$92.3K -235 Closed
SSWM
2720
Sheets Smith Wealth Management
North Carolina
– -$88.2K -225 Closed
PC
2721
Pecaut & Co
Iowa
– -$67.6K -172 Closed
NIC
2722
Northwest Investment Counselors
Oregon
– -$63.3K -161 Closed
NC
2723
NewSquare Capital
Pennsylvania
– -$21.6K -55 Closed
YAL
2724
Your Advocates Ltd
Texas
– -$18.9K -48 Closed
ICM
2725
Intrepid Capital Management
Florida
– -$18.9K -48 Closed
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