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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 %
MW
651
Marcum Wealth
Ohio
$13.1M +$241K +551 +2%
BWIA
652
Bryant Woods Investment Advisors
New York
$13.1M +$1.93M +4,414 +17%
WWC
653
Waypoint Wealth Counsel
Georgia
$13M +$31K +71 +0.2%
OCM
654
One Capital Management
California
$13M +$1.62M +3,699 +14%
EPM
655
Elm Partners Management
Pennsylvania
$12.9M +$495K +1,133 +4%
FNBSF
656
First National Bank Sioux Falls
South Dakota
$12.9M +$3.12M +7,135 +32%
CFMC
657
Curbstone Financial Management Corp
New Hampshire
$12.9M +$502K +1,150 +4%
RCS
658
Retirement Capital Strategies
California
$12.9M -$22.6M -51,648 -64%
DC
659
DeDora Capital
California
$12.8M -$51.1K -117 -0.4%
H
660
HoyleCohen
California
$12.8M +$616K +1,411 +5%
IIA
661
Integral Investment Advisors
California
$12.7M +$12.2M +27,975 +2,327%
DWT
662
Dorsey & Whitney Trust
South Dakota
$12.7M +$778K +1,780 +7%
PA
663
Parkside Advisors
California
$12.7M -$339K -777 -3%
STB
664
S&T Bank
Pennsylvania
$12.7M -$540K -1,237 -4%
BFAG
665
Blackston Financial Advisory Group
Florida
$12.7M +$227K +520 +2%
LPAM
666
Lodestar Private Asset Management
California
$12.6M -$2.62K -6 -0%
BBHC
667
Brown Brothers Harriman & Co
New York
$12.6M +$81.7K +187 +0.7%
LIA
668
LBMC Investment Advisors
Tennessee
$12.6M -$147K -337 -1%
VST
669
Van Strum & Towne
California
$12.6M -$413K -945 -3%
AC
670
Avory & Company
Florida
$12.6M – – –
Kovitz Investment Group Partners
671
Kovitz Investment Group Partners
Illinois
$12.6M +$339K +776 +3%
KSWA
672
Kathleen S. Wright Associates
Pennsylvania
$12.6M +$1.88M +4,302 +18%
MLIC
673
Mandatum Life Insurance Company
Finland
$12.5M +$83.9K +192 +0.7%
AAS
674
Ameritas Advisory Services
Nebraska
$12.5M -$852K -1,891 -6%
EPA
675
Element Pointe Advisors
Florida
$12.5M -$163K -374 -1%
25 26
27
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