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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 %
WSWA
276
Warren Street Wealth Advisors
California
$56.2M +$963K +2,205 +2%
DWM
277
Dechtman Wealth Management
Colorado
$55.9M +$6.62M +15,158 +13%
JF
278
Jump Financial
Illinois
$55.9M +$55.9M +127,943 New
Canada Life
279
Canada Life
Manitoba, Canada
$55.4M -$1.03M -2,387 -2%
LSIA
280
LaSalle St. Investment Advisors
Illinois
$55.1M -$7.05M -1,613 -11%
EGWAG
281
Elwood & Goetz Wealth Advisory Group
Georgia
$55.1M -$1.78M -4,071 -3%
OFS
282
Oldfather Financial Services
Nebraska
$54.7M +$569K +1,303 +1%
P3I
283
Progeny 3 Inc
Washington
$54.7M – – –
SFO
284
Standard Family Office
South Dakota
$54.7M – – –
SAM
285
Standpoint Asset Management
Arizona
$54.6M +$1.14M +2,600 +2%
Bank of Nova Scotia
286
Bank of Nova Scotia
Ontario, Canada
$54.3M +$51.7M +118,407 +1,992%
AAS
287
Avantax Advisory Services
Texas
$54.3M +$1.83M +4,185 +3%
AFS
288
Amtrust Financial Services
New York
$54.2M – – –
SS
289
Simplicity Solutions
Minnesota
$53.9M -$159K -364 -0.3%
CGL
290
Clarius Group LLC
Washington
$53.8M +$2.56M +5,866 +5%
FA
291
Fiducient Advisors
Illinois
$52.8M -$891M -2,039,510 -94%
JWM
292
Jackson Wealth Management
Florida
$52.6M +$27.7M +63,435 +111%
PNC Financial Services Group
293
PNC Financial Services Group
Pennsylvania
$52.4M +$7.35M +16,833 +16%
HNB
294
Huntington National Bank
Ohio
$52.3M -$48.7M – –
ELI
295
Empire Life Investments
Ontario, Canada
$52.3M +$34.9M +79,823 +200%
JRP
296
Jasper Ridge Partners
California
$52.2M -$3.73M -8,531 -7%
WPC
297
Wedmont Private Capital
Pennsylvania
$52M +$962K +2,206 +2%
GBT
298
Grove Bank & Trust
Florida
$51.7M +$10.1M +23,026 +24%
ML
299
Mayport LLC
Massachusetts
$51.6M +$3.64M +8,323 +8%
BS
300
Banco Santander
Spain
$51.4M +$13.2M +30,131 +34%
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