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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 %
RWG
451
Ratio Wealth Group
Colorado
$26.6M +$998K +2,284 +4%
ABC
452
Associated Banc-Corp
Wisconsin
$26.6M +$98.7K +226 +0.4%
AWM
453
Avior Wealth Management
Nebraska
$26.5M +$1.65M +3,788 +7%
COCM
454
Charter Oak Capital Management
New Hampshire
$26.5M -$501K -1,147 -2%
CJH
455
Christopher J. Hasenberg
Wisconsin
$26.3M +$26.3M +60,110 New
OFS
456
OneAscent Financial Services
Alabama
$26.1M +$15.2M +34,734 +138%
E3F
457
Eight 31 Financial
Texas
$26M +$26M +59,603 New
CH
458
Canton Hathaway
Rhode Island
$25.9M – – –
SFG
459
Sage Financial Group
Pennsylvania
$25.7M -$494K -1,131 -2%
ASN
460
Advisory Services Network
Georgia
$25.6M -$2.61M -5,983 -9%
AA
461
Alta Advisers
United Kingdom
$25.2M – – –
GVAG
462
Great Valley Advisor Group
Delaware
$24.9M +$6.5M +14,887 +35%
WPA
463
West Paces Advisors
Georgia
$24.8M +$1.06M +2,429 +4%
BSW
464
Buckingham Strategic Wealth
Missouri
$24.7M -$1.36M -3,104 -5%
CWA
465
CM Wealth Advisors
Ohio
$24.7M – – –
VA
466
Vident Advisory
Georgia
$24.5M -$62.5K -143 -0.3%
FPCP
467
Fort Point Capital Partners
California
$24.5M -$1.31M -3,007 -5%
OC
468
Oppenheimer & Co
New York
$24.4M +$2.57M +5,891 +12%
ACA
469
Aspire Capital Advisors
Washington
$24.2M +$48K +110 +0.2%
UF
470
Univest Financial
Pennsylvania
$24.1M +$20.1K +46 +0.1%
BAM
471
Belpointe Asset Management
Nevada
$24.1M +$3.17M +7,262 +15%
EWM
472
Evercore Wealth Management
New York
$24.1M +$1.64M +3,758 +7%
VanEck Associates
473
VanEck Associates
New York
$24.1M -$3.08M -7,056 -11%
NSAM
474
North Star Asset Management
Wisconsin
$24M -$12.8M -29,295 -35%
BCM
475
Brookstone Capital Management
Illinois
$24M +$2.67M +6,123 +13%
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