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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 %
HAS
426
HBW Advisory Services
California
$30.4M +$1.28M +2,929 +4%
JFG
427
JDM Financial Group
Texas
$30.3M -$14K -32 -0%
AW
428
Avion Wealth
Texas
$30.3M -$626K -1,433 -2%
GWM
429
Geneos Wealth Management
Colorado
$30.2M +$8.97M +20,537 +42%
LNC
430
Lincoln National Corp
Pennsylvania
$30.1M +$2.36M +5,394 +8%
RA
431
Resolute Advisors
California
$29.8M +$346K +791 +1%
MWM
432
Modern Wealth Management
Kansas
$29.6M +$29.6M +67,723 New
BHWA
433
Beacon Harbor Wealth Advisors
Virginia
$29.5M +$78.6K +180 +0.3%
RWRC
434
R.W. Roge & Company
New York
$28.9M +$367K +841 +1%
AC
435
Applied Capital
Arkansas
$28.5M -$60.7K -139 -0.2%
CIBC World Market
436
CIBC World Market
Ontario, Canada
$28.5M +$885K +2,027 +3%
MCC
437
Money Concepts Capital
Florida
$28.4M -$864K -1,977 -3%
BWM
438
Boyd Wealth Management
California
$28.3M +$6.78M +15,516 +31%
FSCM
439
Front Street Capital Management
Montana
$28.3M +$1.48M +3,398 +6%
MTWSIF
440
Mivtachim The Workers Social Insurance Fund
Israel
$28.3M -$642K -1,470 -2%
ORL
441
Oak Root LLC
California
$28.2M +$28.2M +64,596 New
PAI
442
Pittenger & Anderson Inc
Nebraska
$28.2M +$2.28M +5,229 +9%
ECM
443
EMC Capital Management
Texas
$27.8M +$407K +932 +1%
AWA
444
Arete Wealth Advisors
Illinois
$27.5M +$10.3M +23,538 +60%
RWP
445
Reliant Wealth Planning
Kentucky
$27.2M -$20.1M -45,932 -42%
BMC
446
Bear Mountain Capital
Washington
$27.1M +$27.1M +62,126 New
TCWA
447
Turtle Creek Wealth Advisors
Texas
$27M +$27M +61,847 New
RFM
448
Royal Fund Management
Florida
$26.8M +$858K +1,960 +3%
Citadel Advisors
449
Citadel Advisors
Florida
$26.8M +$22.9M +52,417 +584%
BFG
450
Bleakley Financial Group
New Jersey
$26.8M +$18.3K +42 +0.1%
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