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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 %
CI
476
Conning Inc
Connecticut
$23.8M -$5.35M -12,250 -18%
GG
477
GenWealth Group
New Jersey
$23.8M +$1M +2,299 +4%
ZIG
478
Zurich Insurance Group
Switzerland
$23.8M +$3.67M +8,390 +18%
SL
479
SFM LLC
New Hampshire
$23.6M +$23.6M +54,057 New
TW
480
Traveka Wealth
California
$23.5M +$23.5M +53,888 New
EWA
481
EP Wealth Advisors
California
$23.5M +$3.62M +8,287 +18%
CAG
482
Crestwood Advisors Group
Massachusetts
$23.4M +$2.67M +6,102 +13%
WJWM
483
Williams Jones Wealth Management
New York
$23.2M +$2.09M +4,781 +10%
BHWM
484
Beaird Harris Wealth Management
Texas
$23.1M +$1.67M +3,813 +8%
CSIA
485
Carl Stuart Investment Advisor
Texas
$23.1M -$335K -766 -1%
FHB
486
First Hawaiian Bank
Hawaii
$22.9M +$8.3K +19 +0%
Principal Financial Group
487
Principal Financial Group
Iowa
$22.7M +$571K +1,307 +3%
DF
488
Dunhill Financial
United Kingdom
$22.7M +$14M +32,101 +162%
PWLP
489
Prio Wealth Limited Partnership
Massachusetts
$22.7M +$689K +1,578 +3%
SWA
490
SOA Wealth Advisors
New York
$22.6M +$232K +530 +1%
SAA
491
Southeast Asset Advisors
Georgia
$22.3M +$269K +615 +1%
OHWP
492
Oak Harbor Wealth Partners
North Carolina
$22.3M -$164K -375 -0.7%
TSW
493
Thompson Siegel & Walmsley
Virginia
$22.2M +$51.5K +118 +0.2%
Franklin Resources
494
Franklin Resources
California
$22.1M -$584K -1,338 -3%
SB
495
Strategic Blueprint
Georgia
$22.1M +$2.24M +5,126 +11%
SC
496
Sapient Capital
Indiana
$22.1M +$22.1M +50,526 New
CWC
497
Carolinas Wealth Consulting
North Carolina
$22M +$18.3K +42 +0.1%
PCMC
498
Private Capital Management (Colorado)
Colorado
$21.9M -$1.66M -3,790 -7%
MCM
499
Manchester Capital Management
Vermont
$21.9M -$4.42M -10,119 -17%
TA
500
TRB Advisors
New York
$21.8M – – –
18 19
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