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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 %
CWA
951
Continuum Wealth Advisors
New York
$5.9M +$1.04M +2,372 +21%
MFS
952
Monetta Financial Services
Illinois
$5.9M – – –
MWM
953
Modera Wealth Management
New Jersey
$5.9M +$204K +468 +4%
AG
954
Ascent Group
Virginia
$5.87M -$256K -555 -4%
ACM
955
Advisors Capital Management
New Jersey
$5.87M +$2.65M +6,068 +82%
LIA
956
LS Investment Advisors
Michigan
$5.85M +$5.3M +12,136 +962%
CF
957
Centaurus Financial
California
$5.84M +$3.16M +7,242 +118%
CC
958
Chicago Capital
Illinois
$5.84M +$62.9K +144 +1%
HBT
959
Hills Bank & Trust
Iowa
$5.8M +$5.06M +11,581 +679%
Lazard Asset Management
960
Lazard Asset Management
New York
$5.79M +$4.09M +9,355 +239%
RWP
961
Ridgecrest Wealth Partners
California
$5.79M +$229K +525 +4%
CWS
962
Cypress Wealth Services
California
$5.79M +$238K +546 +4%
LC
963
Landaas & Company
Wisconsin
$5.78M +$490K +1,122 +9%
MCM
964
Mendel Capital Management
Arkansas
$5.77M +$1.28M +2,932 +29%
CMBA
965
C.M. Bidwell & Associates
Hawaii
$5.75M -$47.2K -108 -0.8%
Cohen & Steers
966
Cohen & Steers
New York
$5.74M -$218K -500 -4%
CFO
967
Collective Family Office
Pennsylvania
$5.71M +$305K +699 +6%
IBOK
968
Independence Bank of Kentucky
Kentucky
$5.7M -$63.3K -145 -1%
MA
969
Modus Advisors
Minnesota
$5.7M -$161K -369 -3%
BG
970
Bollard Group
Massachusetts
$5.69M +$22.7K +52 +0.4%
PAS
971
Park Avenue Securities
New York
$5.68M +$1.45M +3,318 +34%
SWM
972
Soundmark Wealth Management
Washington
$5.67M -$433K -991 -7%
BCG
973
Breakwater Capital Group
New Jersey
$5.66M -$110K -248 -2%
FFWM
974
Future Financial Wealth Management
Ohio
$5.65M +$38.9K +89 +0.7%
APC
975
Asset Planning Corporation
Tennessee
$5.64M -$164K -376 -3%
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