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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 %
Luther King Capital Management (LKCM)
676
Luther King Capital Management (LKCM)
Texas
$12.5M -$12.6M – –
BNP Paribas Financial Markets
677
BNP Paribas Financial Markets
France
$12.5M +$77.3K +177 +0.6%
AAMC
678
Asset Allocation & Management Company
Illinois
$12.5M – – –
MAS
679
Madden Advisory Services
Florida
$12.4M +$45.4K +104 +0.4%
LAS
680
Lloyd Advisory Services
Georgia
$12.3M +$12.3M +28,268 New
MA
681
Montag & Associates
Georgia
$12.2M -$152K -347 -1%
EWA
682
Evolution Wealth Advisors
Florida
$12.2M -$144K -330 -1%
BEAM
683
Baker Ellis Asset Management
Washington
$12.1M +$113K +258 +0.9%
PA
684
PFG Advisors
Arizona
$12.1M +$400K +916 +3%
ARC
685
Advisor Resource Council
Texas
$12.1M +$12.1M +27,614 New
SC
686
Schoolcraft Capital
Colorado
$12M +$619K +1,418 +5%
SWM
687
Sendero Wealth Management
Texas
$12M -$102K -233 -0.8%
IA
688
IFP Advisors
Florida
$11.9M -$3.18M -7,269 -21%
GWANC
689
Guardian Wealth Advisors (North Carolina)
North Carolina
$11.9M +$621K +1,421 +6%
PNAA
690
Pictet North America Advisors
Switzerland
$11.9M +$10.5M +24,033 +751%
FW
691
Fairway Wealth
Ohio
$11.8M +$11.8M +27,073 New
SFS
692
Sowell Financial Services
Arkansas
$11.8M +$296K +677 +3%
EL
693
EQ LLC
Washington
$11.8M -$279K -638 -2%
PTC
694
Philadelphia Trust Company
Pennsylvania
$11.7M +$1.75M +4,000 +18%
GEM
695
Global Endowment Management
North Carolina
$11.7M -$2.72M -6,229 -19%
TFCP
696
Twin Focus Capital Partners
Massachusetts
$11.7M -$343K -785 -3%
RIA
697
Regal Investment Advisors
Michigan
$11.7M -$1.29M -2,948 -10%
AC
698
Abbrea Capital
California
$11.6M +$432K +988 +4%
WCFA
699
Walkner Condon Financial Advisors
Wisconsin
$11.6M +$1.06M +2,416 +10%
LODC
700
Lanham O'Dell & Company
West Virginia
$11.6M +$132K +303 +1%
26 27
28
29 30