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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 %
SWM
376
SigFig Wealth Management
California
$36.9M -$1.35M -3,092 -4%
FSA
377
Financial Sense Advisors
California
$36.8M -$1.17M -2,684 -3%
Deutsche Bank
378
Deutsche Bank
Germany
$36.6M +$3.11M +7,114 +9%
TAMH
379
Taikang Asset Management (HK)
Hong Kong
$35.9M +$1.38M +3,150 +4%
EWP
380
Engrave Wealth Partners
Texas
$35.8M +$1.39M +3,174 +4%
IFAM
381
Institutional & Family Asset Management
Colorado
$35.7M +$6.4M +14,659 +22%
RA
382
RFG Advisory
Alabama
$35.6M +$399K +914 +1%
FWIA
383
Fort Washington Investment Advisors
Ohio
$35.5M -$943K -2,160 -3%
FT
384
Fiduciary Trust
Massachusetts
$35.3M -$454K -1,039 -1%
CTC
385
Central Trust Company
Missouri
$35.1M +$1.4M +3,209 +4%
PGWM
386
Parisi Gray Wealth Management
New Jersey
$35M +$829K +1,897 +2%
HTI
387
Hikari Tsushin Inc
Japan
$34.8M – – –
B
388
Bridgeworth
Alabama
$34.7M -$311K -712 -0.9%
GC
389
Garde Capital
Washington
$34.6M -$14.9M -34,029 -30%
OHIS
390
Oak Harvest Investment Services
Texas
$34.5M -$257K -588 -0.7%
CL
391
Choreo LLC
Illinois
$34.5M +$323K +739 +0.9%
BF
392
BOK Financial
Oklahoma
$34.2M +$760K +1,739 +2%
FWM
393
ForthRight Wealth Management
Georgia
$34.1M +$1.06M +2,422 +3%
CW
394
CIC Wealth
Maryland
$34M +$3.4M +7,784 +11%
CGPCS
395
Capital Group Private Client Services
California
$33.8M -$73.4K -168 -0.2%
MFIMFI
396
Mesirow Financial Investment Management - Fixed Income
Illinois
$33.5M -$2.01M -4,610 -6%
CI
397
Clal Insurance
Israel
$33.4M -$729M -1,669,738 -96%
KPWS
398
Kestra Private Wealth Services
Texas
$33.3M +$10.3M +23,496 +45%
BP
399
BBR Partners
New York
$33.3M -$562K -1,286 -2%
MWC
400
MBM Wealth Consultants
Missouri
$33.2M +$1.32M +2,930 +4%
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