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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 %
TFS
776
Thoroughbred Financial Services
Tennessee
$9.14M +$251K +574 +3%
LTL
777
Lowery Thomas LLC
California
$9.14M +$2.79M +6,392 +44%
GC
778
GFG Capital
Florida
$9.13M – – –
CG
779
Cynosure Group
Utah
$9.08M +$388K +888 +4%
SIA
780
Schear Investment Advisers
Ohio
$9.06M -$149K -341 -2%
ZIG
781
Zuckerman Investment Group
Illinois
$9.02M +$1.95M +4,456 +28%
WIA
782
Wetzel Investment Advisors
Indiana
$8.99M +$8.99M +20,577 New
GL
783
Graypoint LLC
New York
$8.98M +$2.14M +4,906 +31%
FA
784
FSA Advisors
Michigan
$8.97M +$8.97M +20,530 New
JIC
785
Joel Isaacson & Co
New York
$8.96M +$913K +2,090 +11%
GM
786
GeoWealth Management
Illinois
$8.87M +$8.08M +18,502 +1,027%
WG
787
Welch Group
Alabama
$8.87M +$4.37K +10 +0%
SCP
788
Sivia Capital Partners
California
$8.86M +$8.86M +20,285 New
FPAS
789
Focus Partners Advisor Solutions
Missouri
$8.85M -$2.2M -5,031 -20%
KW
790
KWB Wealth
California
$8.84M -$219K -501 -2%
CPG
791
Custom Portfolio Group
Colorado
$8.82M +$8.82M +20,799 New
MIA
792
MMBG Investment Advisors
Florida
$8.78M -$1.52M -3,490 -15%
AWM
793
Adams Wealth Management
Utah
$8.75M -$3.51M -8,035 -29%
KCG
794
Kinsale Capital Group
Virginia
$8.74M +$8.74M +20,000 New
HPWM
795
High Pines Wealth Management
Massachusetts
$8.73M -$3.49K -8 -0%
DW
796
Dodds Wealth
Colorado
$8.72M +$8.72M +19,970 New
ZCM
797
Ziegler Capital Management
Illinois
$8.71M +$52.9K +121 +0.6%
WP
798
WealthSource Partners
California
$8.66M +$2.65M +6,075 +44%
CFC
799
Coyle Financial Counsel
Illinois
$8.63M +$487K +1,114 +6%
HJGA
800
Hardman Johnston Global Advisors
Connecticut
$8.63M +$8.63M +19,746 New
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