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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 %
CIA
326
Concurrent Investment Advisors
Florida
$45M +$45M +102,990 New
HSBC Holdings
327
HSBC Holdings
United Kingdom
$44.9M +$6.23M +14,270 +16%
EP
328
Eudaimonia Partners
Tennessee
$44.9M +$3.5M +8,006 +8%
RG
329
Rathbones Group
United Kingdom
$44.7M -$1.24M -2,846 -3%
F4L
330
Fortune 45 LLC
Louisiana
$44.4M +$8.98M +20,564 +25%
IMC Chicago
331
IMC Chicago
Illinois
$44.2M +$44.2M +101,112 New
TCM
332
Twele Capital Management
Minnesota
$44M -$432K -989 -1%
AWM
333
Apollon Wealth Management
South Carolina
$43.8M +$27.4M +62,818 +167%
IRAG
334
Investment Research & Advisory Group
Georgia
$43.3M +$1.67M +3,834 +4%
SAM
335
Secure Asset Management
Michigan
$43.3M +$11M +25,273 +34%
OWP
336
Obermeyer Wealth Partners
Colorado
$43.2M +$7.01M +16,055 +19%
LFA
337
Level Financial Advisors
New York
$42.8M +$991K +2,268 +2%
SC
338
Scotia Capital
Ontario, Canada
$42.5M +$8.63M +19,755 +26%
CPW
339
Crestmont Private Wealth
Texas
$42.3M +$3.36M +7,686 +9%
RC
340
Roundview Capital
New Jersey
$42.3M +$5.77M +13,210 +16%
GLA
341
Good Life Advisors
Pennsylvania
$42.1M -$714K -1,634 -2%
OL
342
Optas LLC
Texas
$41.9M +$5.12M +11,722 +14%
HSA
343
HBK Sorce Advisory
Pennsylvania
$41.7M +$21.3M +48,785 +104%
SWA
344
Safir Wealth Advisors
New Hampshire
$41.5M -$627K -1,435 -1%
AIP
345
Ameritas Investment Partners
Nebraska
$41.4M -$13.8M -31,521 -25%
KA
346
Kearns & Associates
California
$41.3M +$79.9K +183 +0.2%
HIF
347
Hill Island Financial
Michigan
$41.2M +$540K +1,237 +1%
HWA
348
Hillcrest Wealth Advisors
New Jersey
$41.2M -$1.14M -2,615 -3%
GIA
349
Gladstone Institutional Advisory
Florida
$41.1M +$1.24M +2,828 +3%
PG
350
Proffitt & Goodson
Tennessee
$41.1M +$453K +1,037 +1%
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