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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 %
TA
626
TruWealth Advisors
Louisiana
$14.1M +$437K +1,001 +3%
QCM
627
QRG Capital Management
Illinois
$14M +$2.09M +4,776 +18%
SVWAG
628
Sound View Wealth Advisors Group
Georgia
$13.9M +$1.14M +2,606 +9%
PIP
629
Peachtree Investment Partners
Florida
$13.9M +$12.8M +29,283 +1,160%
SLT
630
St Louis Trust
Missouri
$13.9M +$857K +1,961 +7%
WA
631
Waverly Advisors
Alabama
$13.9M +$995K +2,278 +8%
Toronto Dominion Bank
632
Toronto Dominion Bank
Ontario, Canada
$13.8M – – –
RWP
633
RWA Wealth Partners
Massachusetts
$13.8M +$10.8M +24,672 +358%
TFP
634
TrueWealth Financial Partners
Washington
$13.8M +$31.9K +73 +0.2%
TPWA
635
TRUE Private Wealth Advisors
Oregon
$13.7M -$9.09M -20,822 -40%
ATC
636
Argent Trust Co
Tennessee
$13.7M +$194K +444 +1%
WWA
637
WCG Wealth Advisors
Nevada
$13.6M -$542K -1,240 -4%
EF
638
Empowered Funds
Pennsylvania
$13.6M +$11.8M +26,955 +660%
BC
639
Burney Company
Virginia
$13.5M -$1.75K -4 -0%
CWP
640
Curated Wealth Partners
California
$13.4M +$4.1M +9,383 +44%
AIP
641
Almanack Investment Partners
Pennsylvania
$13.4M +$3.37M +7,716 +33%
1IA
642
1834 Investment Advisors
Wisconsin
$13.4M +$1.19M +2,716 +10%
MOS
643
MGO One Seven
Ohio
$13.3M +$688K +1,576 +5%
CIC
644
Carnegie Investment Counsel
Ohio
$13.3M -$1.25M -2,854 -9%
CA
645
Claro Advisors
Massachusetts
$13.3M +$1.11M +2,537 +9%
PA
646
Parallel Advisors
California
$13.2M -$124K -285 -0.9%
WAG
647
Wheelhouse Advisory Group
Missouri
$13.2M +$13.2M +30,264 New
FBT
648
First Bank & Trust
South Dakota
$13.2M -$2.08M -4,767 -14%
TCOTS
649
Trust Company of the South
North Carolina
$13.2M +$13.2M +30,210 New
TA
650
TFB Advisors
Kansas
$13.1M +$13.1M +30,004 New
24 25
26
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