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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 %
LFAS
751
Level Four Advisory Services
Texas
$9.9M +$459K +1,050 +5%
BSB
752
Bangor Savings Bank
Maine
$9.89M -$216K -495 -2%
SFA
753
Sequoia Financial Advisors
Ohio
$9.89M +$2.43M +5,570 +33%
SFS
754
Security Financial Services
Indiana
$9.88M +$397K +908 +4%
FCC
755
Flower City Capital
New York
$9.83M +$331K +758 +3%
FFP
756
FourThought Financial Partners
Florida
$9.81M +$796K +1,822 +9%
CBC
757
Coombe, Bender & Co
New York
$9.8M -$525K -1,202 -5%
IWM
758
IHT Wealth Management
Illinois
$9.78M -$445K -1,019 -4%
SDWMA
759
Schneider Downs Wealth Management Advisors
Pennsylvania
$9.58M +$2.66M +6,083 +38%
WC
760
Waterloo Capital
Texas
$9.57M +$713K +1,633 +8%
ACM
761
Alamar Capital Management
California
$9.56M +$475K +1,087 +5%
PGF
762
Plan Group Financial
Oklahoma
$9.54M +$1.53M +3,501 +19%
CA
763
Crewe Advisors
Utah
$9.53M +$168K +385 +2%
LWP
764
Laurel Wealth Planning
Minnesota
$9.49M +$1.12M +2,574 +13%
TI
765
Truepoint Inc
Ohio
$9.41M +$86.1K +197 +0.9%
CCT
766
Capital City Trust
Florida
$9.39M +$4.17M +9,551 +80%
DCM
767
Disciplina Capital Management
Tennessee
$9.38M -$1.44M -3,290 -13%
WFA
768
West Financial Advisors
Iowa
$9.36M -$212K -485 -2%
BBWP
769
Beacon Bridge Wealth Partners
Pennsylvania
$9.33M -$428K -979 -4%
WTA
770
Washington Trust Advisors
Massachusetts
$9.32M +$398K +911 +4%
SFG
771
Sunburst Financial Group
Alabama
$9.27M -$34.5K -79 -0.4%
AIA
772
Alera Investment Advisors
Illinois
$9.27M -$123K -281 -1%
SWPG
773
Strategic Wealth Partners Group
Illinois
$9.27M +$167K +383 +2%
NEAM
774
New England Asset Management
Connecticut
$9.23M -$2.92M -6,675 -24%
FHA
775
Flagship Harbor Advisors
Massachusetts
$9.21M +$221K +507 +2%
29 30
31
32 33