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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 %
CF
826
Copperwynd Financial
Arizona
$8.13M +$492K +1,127 +6%
MPWT
827
MassMutual Private Wealth & Trust
Connecticut
$8.13M +$5.88M +13,452 +261%
IIM
828
InTrack Investment Management
Vermont
$8.09M +$923K +2,112 +13%
CSPIA
829
Cary Street Partners Investment Advisory
Virginia
$8.08M +$1.12M +2,565 +16%
WWM
830
Western Wealth Management
Colorado
$8.05M +$1.27M +2,903 +19%
LPT
831
Legacy Private Trust
Wisconsin
$8.03M -$608K -1,392 -7%
HIA
832
Harbor Investment Advisory
Maryland
$8.01M +$1.91M +4,376 +31%
WMWM
833
Whitaker-Myers Wealth Managers
Ohio
$8.01M +$104K +239 +1%
AFGAS
834
Allegiance Financial Group Advisory Services
Virginia
$7.99M -$70.3K -161 -0.9%
CFGS
835
Concourse Financial Group Securities
Alabama
$7.96M +$2.25M +6,165 +40%
ACI
836
Alpha Cubed Investments
California
$7.96M -$902K -2,065 -10%
VCM
837
Viewpoint Capital Management
Washington
$7.89M +$197K +452 +3%
LNWWM
838
Laird Norton Wetherby Wealth Management
California
$7.86M +$955K +2,186 +14%
TWM
839
Thrive Wealth Management
Pennsylvania
$7.85M -$257K -588 -3%
UOC
840
University of Chicago
Illinois
$7.81M -$16.6M -38,115 -68%
OFG
841
Oxford Financial Group
Indiana
$7.81M -$116K -265 -1%
LWIC
842
Leith Wheeler Investment Counsel
British Columbia, Canada
$7.8M – – –
FEG
843
Financial Enhancement Group
Indiana
$7.78M +$2.58M +5,949 +50%
HH
844
Hilltop Holdings
Texas
$7.72M +$955K +2,186 +14%
RPCA
845
Running Point Capital Advisors
California
$7.7M +$6.46M +14,785 +520%
SC
846
Syon Capital
California
$7.68M +$3.84M +8,780 +100%
HF
847
Halpern Financial
Virginia
$7.68M +$2.03M +4,716 +36%
SIA
848
Sage Investment Advisers
New York
$7.67M +$6.18M +14,147 +416%
WSCM
849
Wellington Shields Capital Management
New York
$7.66M +$139K +318 +2%
BJL
850
Brighton Jones LLC
Washington
$7.64M +$96.1K +220 +1%
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