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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 %
LA
801
Legacy Advisors
Pennsylvania
$8.61M +$787K +1,802 +10%
SG Americas Securities
802
SG Americas Securities
New York
$8.58M -$3.19M -7,299 -27%
SAM
803
Sequent Asset Management
Texas
$8.55M +$1.96M +4,489 +30%
FFA
804
First Foundation Advisors
California
$8.55M +$1.75K +4 +0%
PCS
805
Personal CFO Solutions
New Jersey
$8.53M +$721K +1,650 +9%
HCM
806
Howland Capital Management
Massachusetts
$8.53M +$2.04M +4,680 +32%
PFBT
807
Parkside Financial Bank & Trust
Missouri
$8.45M +$1.01M +2,309 +14%
BFG
808
Berger Financial Group
Minnesota
$8.42M +$817K +1,871 +11%
AWM
809
Activest Wealth Management
Florida
$8.41M +$1.22M +2,803 +17%
HP
810
Hikari Power
Japan
$8.39M – – –
ACP
811
Aveo Capital Partners
Colorado
$8.33M +$880K +2,015 +12%
KA
812
Kovack Advisors
Florida
$8.32M +$909K +2,081 +12%
VP
813
Verum Partners
North Carolina
$8.32M +$1.37M +3,146 +20%
LIA
814
LifePlan Investment Advisors
North Carolina
$8.31M +$1.46M +3,337 +21%
NW
815
NewEdge Wealth
Pennsylvania
$8.3M +$759K +1,738 +10%
Amundi
816
Amundi
France
$8.29M -$1.41M -3,236 -15%
FB
817
Fulton Bank
Pennsylvania
$8.27M +$5.01M +11,470 +154%
RPGK
818
Retirement Planning Group (Kansas)
Kansas
$8.26M -$2.09M -4,790 -20%
NRI
819
NFP Retirement Inc
California
$8.23M +$349K +799 +4%
CWM
820
Connecticut Wealth Management
Connecticut
$8.23M +$755K +1,728 +10%
FC
821
Family CFO
California
$8.22M +$616K +1,410 +8%
GWM
822
Greenhouse Wealth Management
Connecticut
$8.21M +$41.5K +95 +0.5%
PSCM
823
Per Stirling Capital Management
Texas
$8.2M +$1.63M +3,729 +25%
GRA
824
Golden Road Advisors
Florida
$8.16M +$8.16M +18,690 New
SSW
825
Smith Shellnut Wilson
Mississippi
$8.16M +$110K +251 +1%
31 32
33
34 35