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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 %
SAM
976
Smartleaf Asset Management
Massachusetts
$5.63M +$5.63M +12,869 New
PWS
977
Private Wealth Strategies
Ohio
$5.61M +$36.7K +84 +0.7%
PG
978
Prostatis Group
Maryland
$5.6M -$687K -1,574 -11%
SIAG
979
Safeguard Investment Advisory Group
California
$5.57M +$112K +257 +2%
EWM
980
Empirical Wealth Management
Washington
$5.57M +$809K +1,851 +17%
CT
981
Coastline Trust
Rhode Island
$5.57M -$398K -911 -7%
AP
982
Americana Partners
Texas
$5.56M +$2.05M +4,682 +58%
CC
983
Courier Capital
New York
$5.55M +$185K +423 +3%
CA
984
Crumly & Associates
Illinois
$5.55M -$7.68M -17,575 -58%
PL
985
Parthenon LLC
Kentucky
$5.53M +$674K +1,543 +14%
PMG
986
ProVise Management Group
Florida
$5.52M +$535K +1,225 +11%
NAMP
987
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.49M +$98.3K +225 +2%
DWS
988
Discipline Wealth Solutions
South Carolina
$5.47M +$5.47M +12,052 New
LWM
989
Luminvest Wealth Management
Arizona
$5.46M +$5.46M +10,900 New
GA
990
GSG Advisors
New Jersey
$5.45M +$924K +2,145 +20%
TF
991
Tompkins Financial
New York
$5.45M +$990K +2,267 +22%
PWM
992
Prosperity Wealth Management
California
$5.45M +$535K +1,224 +11%
FLPIM
993
F.L. Putnam Investment Management
Massachusetts
$5.44M -$216K -495 -4%
LIA
994
Luken Investment Analytics
Tennessee
$5.44M -$90K -206 -2%
SC
995
Saiph Capital
New Jersey
$5.44M -$47.2K -108 -0.9%
VCP
996
Verus Capital Partners
Arizona
$5.44M +$166K +381 +3%
SFO
997
Stokes Family Office
Louisiana
$5.42M -$2.05M -4,691 -27%
PIFP
998
Partners in Financial Planning
Virginia
$5.4M +$3.93K +9 +0.1%
PCA
999
Pallas Capital Advisors
Massachusetts
$5.4M -$9.61K -22 -0.2%
BFEC
1000
Benjamin F. Edwards & Company
Missouri
$5.4M +$1.28M +2,933 +31%
38 39
40
41 42