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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 %
BMM
1051
Berkshire Money Management
Massachusetts
$4.83M +$208K +477 +5%
MTWM
1052
Masso Torrence Wealth Management
New Jersey
$4.81M +$201K +461 +4%
LRWA
1053
Long Run Wealth Advisors
New York
$4.77M -$478K -1,094 -9%
SFS
1054
Summit Financial Strategies
Ohio
$4.76M +$305K +698 +7%
WFPG
1055
Waller Financial Planning Group
Ohio
$4.75M +$72.5K +166 +2%
FAT
1056
First American Trust
California
$4.68M +$3.64M +8,330 +349%
OC
1057
Oarsman Capital
Wisconsin
$4.68M +$1.54M +3,529 +49%
SC
1058
Soundwatch Capital
Connecticut
$4.68M -$5.92M -13,548 -56%
FCP
1059
Fidelis Capital Partners
Florida
$4.68M +$1.92M +4,403 +70%
AFO
1060
Allie Family Office
Florida
$4.67M -$877K -2,007 -16%
TWP
1061
Tyche Wealth Partners
Texas
$4.66M +$4.66M +10,661 New
IP
1062
Ignite Planners
California
$4.63M +$25.6K +59 +0.6%
TPM
1063
Triasima Portfolio Management
Quebec, Canada
$4.63M +$32.3K +74 +0.7%
BA
1064
Bluesphere Advisors
Pennsylvania
$4.61M -$100K -229 -2%
HI
1065
Hudock Inc
Pennsylvania
$4.61M +$3.76M +8,596 +439%
DA
1066
Detalus Advisors
Missouri
$4.6M -$26.2K -60 -0.6%
FPF
1067
First Pacific Financial
Washington
$4.59M -$206K -471 -4%
HPM
1068
Hoxton Planning & Management
West Virginia
$4.59M -$579K -1,326 -11%
SIA
1069
Stegner Investment Associates
Kentucky
$4.57M – – –
MCM
1070
Mattern Capital Management
Colorado
$4.57M – – –
WAG
1071
Wiser Advisor Group
Arizona
$4.56M +$4.56M +10,440 New
MP
1072
McDonald Partners
Ohio
$4.56M – – –
WIA
1073
World Investment Advisors
California
$4.54M +$748K +1,713 +20%
FA
1074
Flagstar Advisors
New York
$4.48M +$1.45M +3,315 +48%
JSW
1075
Journey Strategic Wealth
New Jersey
$4.47M +$14.4K +33 +0.3%
41 42
43
44 45