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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 %
PIA
351
Pinion Investment Advisors
Kansas
$40.6M +$6.12M +14,005 +18%
FTS
352
Fifth Third Securities
Ohio
$40.3M +$1.94M +4,436 +5%
SC
353
Sierra Capital
Florida
$39.9M -$542K -1,241 -1%
FCH
354
Freestone Capital Holdings
Washington
$39.9M +$415K +950 +1%
Wellington Management Group
355
Wellington Management Group
Massachusetts
$39.9M – – –
EWS
356
Eagle Wealth Strategies
New Jersey
$39.8M +$39.8M +91,156 New
SMA
357
Sage Mountain Advisors
Georgia
$39.6M -$212K -486 -0.5%
SC
358
Steph & Co
Wisconsin
$39.4M +$58.5K +134 +0.1%
DK
359
David Kennon
Florida
$39M +$243K +556 +0.6%
Carson Wealth (CWM LLC)
360
Carson Wealth (CWM LLC)
Nebraska
$38.9M +$9.16M +20,979 +31%
SAM
361
Sompo Asset Management
Japan
$38.7M -$274K -627 -0.7%
AAMA
362
Advanced Asset Management Advisors
Ohio
$38.6M +$21.4K +49 +0.1%
TW
363
TritonPoint Wealth
Maryland
$38.5M +$38.5M +88,213 New
NIM
364
Northeast Investment Management
Massachusetts
$38.4M +$3.22M +7,367 +9%
3IP
365
3Chopt Investment Partners
Virginia
$38.4M +$2.05M +4,702 +6%
RFC
366
Regions Financial Corp
Alabama
$38.2M +$2.81M +6,431 +8%
IWC
367
Integrated Wealth Concepts
Massachusetts
$37.7M +$878K +2,011 +2%
AA
368
AJ Advisors
Tennessee
$37.4M +$1.6M +3,656 +4%
DWP
369
Daymark Wealth Partners
Ohio
$37.3M +$10.1M +23,157 +37%
CG
370
CFO4Life Group
Texas
$37.3M +$474K +1,086 +1%
OPS
371
Orion Portfolio Solutions
Nebraska
$37.2M -$792K -1,816 -2%
BCI
372
Brinker Capital Investments
Pennsylvania
$37.2M -$792K -1,816 -2%
AG
373
AlTi Global
New York
$37.1M +$37.1M +84,934 New
SLI
374
Sumitomo Life Insurance
Japan
$37M +$786K +1,800 +2%
TF
375
Trek Financial
Arizona
$36.9M -$6.37M -14,572 -15%
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15
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