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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 %
PFM
401
Phillips Financial Management
Indiana
$33.1M -$99.2K -227 -0.3%
SAG
402
SageView Advisory Group
California
$33M +$12.7M +28,226 +63%
GT
403
Greenleaf Trust
Michigan
$32.9M +$4.81K +11 +0%
FG
404
Fiduciary Group
Georgia
$32.9M +$138K +316 +0.4%
PFA
405
Pure Financial Advisors
California
$32.7M +$619K +1,416 +2%
IA
406
IFG Advisory
Georgia
$32.3M +$650K +1,489 +2%
MA
407
Mutual Advisors
Nebraska
$32.3M -$183K -418 -0.6%
CB
408
Commerce Bank
Missouri
$32.3M +$1.18M +2,698 +4%
MMA
409
Miracle Mile Advisors
California
$31.6M -$10.2M -23,315 -24%
LA
410
LM Advisors
California
$31.4M +$31.4M +71,887 New
SFA
411
Souders Financial Advisors
Ohio
$31.4M +$363K +832 +1%
BRWA
412
B. Riley Wealth Advisors
Florida
$31.4M -$1.46M -3,351 -4%
LFGH
413
Lee Financial Group Hawaii
Hawaii
$31.3M +$190K +436 +0.6%
TPCW
414
TD Private Client Wealth
New York
$31.2M +$51.1K +117 +0.2%
OWM
415
Olympus Wealth Management
Utah
$31.1M -$902K -2,066 -3%
CCM
416
Ciovacco Capital Management
Georgia
$31M -$4.92M -11,256 -14%
LWMNY
417
Landmark Wealth Management (New York)
New York
$30.9M +$1.23M +2,818 +4%
SAM
418
Securian Asset Management
Minnesota
$30.7M -$961K -2,200 -3%
AAM
419
Ameraudi Asset Management
New York
$30.7M -$41.9K -96 -0.1%
GRP
420
Global Retirement Partners
California
$30.7M +$2.17M +4,968 +8%
AA
421
Aufman Associates
Pennsylvania
$30.6M -$147K -336 -0.5%
RWA
422
Rooted Wealth Advisors
Illinois
$30.6M +$3.86M +8,509 +14%
B
423
Bailard
California
$30.5M -$103K -236 -0.3%
CW
424
Cook Wealth
North Carolina
$30.5M +$5.31M +11,900 +21%
LSA
425
Lansing Street Advisors
Pennsylvania
$30.4M +$30.4M +69,586 New
15 16
17
18 19