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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 %
SQA
1101
Simon Quick Advisors
New Jersey
$4.26M +$425K +974 +11%
PAG
1102
Private Advisory Group
Washington
$4.25M -$78.2K -179 -2%
Chevy Chase Trust
1103
Chevy Chase Trust
Maryland
$4.25M +$155K +355 +4%
FNC
1104
First National Corp
Massachusetts
$4.24M +$110K +251 +3%
GC
1105
Grimes & Company
Massachusetts
$4.24M -$43.7K -100 -1%
PAIM
1106
Punch & Associates Investment Management
Minnesota
$4.22M +$1.72M +3,945 +69%
NS
1107
NBC Securities
Alabama
$4.22M +$299K +685 +8%
TCOV
1108
Trust Company of Vermont
Vermont
$4.22M +$204K +467 +5%
JEST
1109
JTC Employer Solutions Trustee
Jersey
$4.21M – – –
CS
1110
Cannell & Spears
New York
$4.19M +$187K +429 +5%
ZIC
1111
ZWJ Investment Counsel
Georgia
$4.19M +$387K +885 +10%
MFG
1112
MidWestOne Financial Group
Iowa
$4.18M +$594K +1,359 +17%
AIS
1113
American Investment Services
Massachusetts
$4.17M +$40.6K +93 +1%
MCG
1114
McCollum Christoferson Group
New York
$4.16M +$249K +570 +6%
NAG
1115
Northstar Advisory Group
New Jersey
$4.16M +$1.24M +2,837 +42%
PP
1116
Pegasus Partners
Wisconsin
$4.15M -$15.3K -35 -0.4%
BCMLT
1117
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.15M +$244K +622 +6%
WB
1118
West Bancorporation
Iowa
$4.15M +$125K +287 +3%
PFGIA
1119
Patriot Financial Group Insurance Agency
Massachusetts
$4.13M -$561K -1,284 -12%
FFA
1120
Fi3 Financial Advisors
Indiana
$4.13M -$10.5K -24 -0.3%
KC
1121
Kinloch Capital
Virginia
$4.11M -$53.3K -122 -1%
ES
1122
Eagle Strategies
New York
$4.1M +$42.8K +98 +1%
SFG
1123
Sovereign Financial Group
Connecticut
$4.08M -$359K -823 -8%
ASG
1124
Ariston Services Group
California
$4.07M +$4.07M +9,313 New
LSPW
1125
Lake Street Private Wealth
Illinois
$4.05M +$723K +1,656 +22%
43 44
45
46 47