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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 %
TBWA
1001
Three Bridge Wealth Advisors
California
$5.39M +$407K +932 +8%
FWP
1002
Family Wealth Partners
North Carolina
$5.38M +$5.38M +12,312 New
SAM
1003
SP Asset Management
California
$5.38M +$2.16M +4,953 +67%
BWM
1004
BCGM Wealth Management
Indiana
$5.37M -$85.6K -196 -2%
HT
1005
Heritage Trust
Oklahoma
$5.36M -$1.71M -3,917 -24%
BMD
1006
Better Money Decisions
New Mexico
$5.35M +$411K +942 +8%
BBPWM
1007
Blue Bell Private Wealth Management
Pennsylvania
$5.33M +$321K +734 +6%
WAM
1008
Wakefield Asset Management
Colorado
$5.31M -$112K -256 -2%
RCIM
1009
Red Cedar Investment Management
Michigan
$5.3M – – –
MSWMA
1010
Market Street Wealth Management Advisors
Indiana
$5.29M +$42.4K +97 +0.8%
DOA
1011
D'Orazio & Associates
Virginia
$5.29M – – –
AF
1012
Allworth Financial
California
$5.26M -$17.6M -40,378 -77%
CFD
1013
Creative Financial Designs
Indiana
$5.24M +$753K +1,724 +17%
PPP
1014
Private Portfolio Partners
New Jersey
$5.23M +$190K +436 +4%
NB
1015
Nicolet Bankshares
Wisconsin
$5.23M -$1.1M -2,515 -17%
SI
1016
Saxon Interests
Texas
$5.19M +$4.92M +11,263 +1,831%
NDSI
1017
Newman Dignan & Sheerar Inc
Rhode Island
$5.18M +$335K +766 +7%
1832 Asset Management
1018
1832 Asset Management
Ontario, Canada
$5.17M -$34.6M -79,272 -87%
GCA
1019
Gradient Capital Advisors
California
$5.17M -$705K -1,614 -12%
IAIM
1020
International Assets Investment Management
Florida
$5.16M +$481K +1,102 +10%
FFA
1021
Florida Financial Advisors
Florida
$5.15M +$5.15M +11,795 New
MWM
1022
Mission Wealth Management
California
$5.15M -$994K -2,275 -16%
SAI
1023
Savvy Advisors Inc
New York
$5.14M +$5.14M +11,763 New
PWW
1024
Pettyjohn Wood & White
Virginia
$5.09M +$231K +528 +5%
SJGA
1025
Stephen J. Garry & Associates
New York
$5.08M +$5.08M +11,641 New
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