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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 %
JCM
1076
Jacobi Capital Management
Pennsylvania
$4.47M -$100K -230 -2%
CIA
1077
Capital Investment Advisors
Georgia
$4.45M +$1.27M +2,903 +40%
BFO
1078
Boston Family Office
Massachusetts
$4.44M +$1.26M +2,893 +40%
WF
1079
Warner Financial
Maryland
$4.44M +$335K +768 +8%
GCL
1080
Gouws Capital LLC
North Carolina
$4.42M -$333K -763 -7%
TPI
1081
Trust Point Inc
Wisconsin
$4.42M +$4.42M +10,117 New
CAMG
1082
CWA Asset Management Group
Florida
$4.42M +$20.1K +46 +0.5%
AIM
1083
Anchor Investment Management
South Carolina
$4.41M -$151K -346 -3%
BONH
1084
Bank of New Hampshire
New Hampshire
$4.41M +$263K +602 +6%
2L
1085
25 LLC
Missouri
$4.39M +$51.1K +117 +1%
SIC
1086
Sigma Investment Counselors
Michigan
$4.38M -$48K -110 -1%
CPWM
1087
Cypress Point Wealth Management
Texas
$4.37M +$1.53M +3,509 +54%
RIM
1088
Rockbridge Investment Management
New York
$4.37M +$55.9K +128 +1%
PAA
1089
Peregrine Asset Advisers
Oregon
$4.36M +$3.49K +8 +0.1%
IFO
1090
Independent Family Office
New York
$4.34M +$387K +885 +10%
KWAG
1091
Kiely Wealth Advisory Group
North Carolina
$4.33M +$4.33M +9,644 New
TC
1092
TownSquare Capital
Utah
$4.32M +$523K +1,197 +14%
TFA
1093
Trinity Financial Advisors
Ohio
$4.32M +$184K +421 +4%
IGWM
1094
ICA Group Wealth Management
Colorado
$4.31M -$2.58M -5,901 -37%
CWM
1095
Centurion Wealth Management
Virginia
$4.31M +$1.37M +3,126 +46%
TCOO
1096
Trust Company of Oklahoma
Oklahoma
$4.31M +$930K +2,128 +28%
LBC
1097
Lowe Brockenbrough & Co
Virginia
$4.3M -$391K -896 -8%
CCB
1098
Cutter & Co Brokerage
Missouri
$4.29M +$231K +528 +6%
GJIA
1099
Glass Jacobson Investment Advisors
Maryland
$4.29M +$880K +2,014 +26%
SFG
1100
StrategIQ Financial Group
Indiana
$4.27M -$12.2M -27,909 -74%
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