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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 %
PIMJS
576
PKO Investment Management Joint-Stock
Poland
$16.4M +$397K +910 +2%
OH
577
Oikos Holdings
New York
$16.4M -$23.3M -53,254 -59%
SPC
578
Sigma Planning Corp
Michigan
$16.4M -$19M -43,594 -54%
CMAI
579
Capital Management Associates Inc
Minnesota
$16.4M +$16.4M +37,494 New
MA
580
MKT Advisors
California
$16.3M +$429K +997 +3%
HWA
581
Heritage Wealth Advisors
Virginia
$16.2M +$15.9M +36,488 +6,280%
BTWM
582
Baker Tilly Wealth Management
Wisconsin
$16.1M +$1.04M +2,380 +7%
RWMH
583
Riverpoint Wealth Management Holdings
Illinois
$16.1M +$159K +364 +1%
SIA
584
Spectrum Investment Advisors
Wisconsin
$16M +$16M +36,646 New
PFM
585
Peak Financial Management
Massachusetts
$16M -$514K -1,177 -3%
EWA
586
EverSource Wealth Advisors
Alabama
$15.9M +$96.1K +220 +0.6%
EHC
587
Everett Harris & Co
California
$15.8M +$6.6M +15,103 +71%
FNT
588
First National Trust
Pennsylvania
$15.7M -$697K -1,595 -4%
NGA
589
Naples Global Advisors
Florida
$15.7M +$51.5K +118 +0.3%
BOSSRA
590
B.O.S.S. Retirement Advisors
Utah
$15.7M +$2.34M +5,348 +17%
DAS
591
Dynamic Advisor Solutions
Arizona
$15.7M +$4.16M +9,684 +36%
NSIM
592
North Star Investment Management
Illinois
$15.6M +$307K +703 +2%
SIG
593
Stonegate Investment Group
Alabama
$15.6M -$81.2K -186 -0.5%
FMII
594
Farmers & Merchants Investments Inc
Nebraska
$15.5M -$120K -274 -0.8%
FI
595
FWG Investments
Kentucky
$15.5M +$15.5M +35,404 New
AF
596
Apexium Financial
Texas
$15.5M -$1.16M -2,654 -7%
CSWM
597
Cassady Schiller Wealth Management
Ohio
$15.4M +$977K +2,236 +7%
ACM
598
Ategra Capital Management
Virginia
$15.4M -$299K -684 -2%
SLF
599
Sun Life Financial
Ontario, Canada
$15.3M – – –
VCA
600
Verdence Capital Advisors
Maryland
$15.3M +$446K +1,022 +3%
22 23
24
25 26