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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 %
NEPWA
851
New England Private Wealth Advisors
Massachusetts
$7.63M +$87.8K +201 +1%
BCM
852
BluePointe Capital Management
California
$7.63M +$7.63M +17,470 New
MHIC
853
Marble Harbor Investment Counsel
Massachusetts
$7.6M – – –
SL
854
Stevard LLC
Illinois
$7.6M +$50.2K +115 +0.7%
WEG
855
World Equity Group
Illinois
$7.58M +$540K +1,236 +8%
DWM
856
Defined Wealth Management
Oregon
$7.58M +$769K +1,761 +11%
Empower Advisory Group
857
Empower Advisory Group
Colorado
$7.58M +$1.85M +4,239 +32%
FUBT
858
First United Bank & Trust
Maryland
$7.57M +$392K +897 +5%
SFMG
859
Sage Financial Management Group
Virginia
$7.57M -$447K -1,023 -6%
WB
860
WesBanco Bank
West Virginia
$7.55M -$859K -1,966 -10%
CAG
861
Csenge Advisory Group
Florida
$7.54M +$1.27M +2,918 +20%
VWA
862
Visionary Wealth Advisors
Illinois
$7.47M +$619K +1,417 +9%
AQR Capital Management
863
AQR Capital Management
Connecticut
$7.44M +$1.38M +3,168 +23%
IAS
864
Insigneo Advisory Services
Florida
$7.43M +$3.61M +8,271 +95%
TCM
865
TD Capital Management
Tennessee
$7.43M +$2.62K +6 +0%
C
866
Certuity
Florida
$7.38M +$2.62M +6,001 +55%
NF
867
NavPoint Financial
Minnesota
$7.38M +$7.38M +16,889 New
GAG
868
GM Advisory Group
New York
$7.36M +$547K +1,253 +8%
PFG
869
PAX Financial Group
Texas
$7.35M -$413K -902 -5%
AGP
870
Autumn Glory Partners
Texas
$7.29M +$336K +769 +5%
Susquehanna International Group
871
Susquehanna International Group
Pennsylvania
$7.29M +$2.16M +4,943 +42%
DI
872
DFPG Investments
Utah
$7.29M +$440K +1,021 +6%
NWA
873
Navis Wealth Advisors
New York
$7.27M +$437 +1 +0%
SGWM
874
Sterling Group Wealth Management
California
$7.25M +$181K +414 +3%
LCWP
875
Legacy Capital Wealth Partners
Arkansas
$7.23M -$493K -1,128 -6%
33 34
35
36 37