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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 %
EFA
1026
Evernest Financial Advisors
Indiana
$5.07M +$5.07M +11,605 New
CWA
1027
Canvas Wealth Advisors
Kansas
$5.06M -$3.37M -7,704 -40%
TWM
1028
Tanager Wealth Management
United Kingdom
$5.04M +$821K +1,879 +19%
TCM
1029
Thomist Capital Management
Texas
$5.04M +$5.04M +11,500 New
HIP
1030
HUB Investment Partners
Texas
$5.03M +$845K +1,935 +20%
AFO
1031
Arrowroot Family Office
California
$5.02M -$114K -261 -2%
VRM
1032
Vectors Research Management
New York
$5.01M +$3.77M +34,841 +305%
RZH
1033
Relyea Zuckerberg Hanson
Connecticut
$5.01M +$613K +1,404 +14%
WW
1034
Waterfront Wealth
Kansas
$5M +$15.3K +35 +0.3%
RT
1035
Rockland Trust
Massachusetts
$4.98M -$63.3K -145 -1%
PNC
1036
Park National Corp
Ohio
$4.98M -$149K -341 -3%
T. Rowe Price Associates
1037
T. Rowe Price Associates
Maryland
$4.97M – – –
BWP
1038
BSW Wealth Partners
Colorado
$4.95M -$1.11M -2,540 -18%
BFS
1039
Bradley Foster & Sargent
Connecticut
$4.92M +$417K +955 +9%
NEWAS
1040
N.E.W. Advisory Services
Wisconsin
$4.91M +$83.9K +192 +2%
SMA
1041
Seven Mile Advisory
New Jersey
$4.89M +$55.5K +127 +1%
CA
1042
Cullinan Associates
Kentucky
$4.89M – – –
NL
1043
NWAM LLC
Washington
$4.87M +$1.11M +2,542 +30%
WIP
1044
WealthCare Investment Partners
Rhode Island
$4.87M +$136K +312 +3%
EFL
1045
ERn Financial LLC
Wisconsin
$4.86M +$56.1K +128 +1%
KWS
1046
Keystone Wealth Services
California
$4.86M -$679K -1,555 -12%
AWAG
1047
ARS Wealth Advisors Group
Florida
$4.86M -$115K -263 -2%
SFC
1048
Strategic Financial Concepts
Texas
$4.85M -$2.17M -4,979 -31%
CA
1049
Continuum Advisory
Idaho
$4.84M +$698K +1,596 +17%
FA
1050
Fermata Advisors
California
$4.84M -$273K -626 -5%
40 41
42
43 44