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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 %
LWA
1151
Ledgewood Wealth Advisors
New Hampshire
$3.8M +$3.8M +8,703 New
TCM
1152
Traynor Capital Management
Pennsylvania
$3.79M +$460K +1,054 +14%
BL
1153
BFSG LLC
California
$3.78M -$8.3K -19 -0.2%
FWCM
1154
Ferguson Wellman Capital Management
Oregon
$3.76M +$2.12M +4,857 +129%
FNBT
1155
FineMark National Bank & Trust
Florida
$3.74M +$420K +961 +13%
KA
1156
Klingman & Associates
New York
$3.74M +$78.6K +180 +2%
LWM
1157
Liberty Wealth Management
California
$3.73M -$7.4M -5,823 -66%
CWM
1158
Capital Wealth Management
Rhode Island
$3.73M -$38.4K -88 -1%
AA
1159
Advisory Alpha
Michigan
$3.72M -$75.1K -172 -2%
Man Group
1160
Man Group
United Kingdom
$3.71M +$3.71M +8,496 New
CFO
1161
Callan Family Office
Pennsylvania
$3.69M -$218K -500 -6%
PRI
1162
Prepared Retirement Institute
Pennsylvania
$3.68M +$3.68M +8,433 New
BMA
1163
Brooks Moore & Associates
Tennessee
$3.68M +$430K +984 +13%
AMCA
1164
Arthur M. Cohen & Associates
Illinois
$3.68M +$4.37K +10 +0.1%
FSC
1165
Full Sail Capital
Oklahoma
$3.66M +$511K +1,169 +16%
BOM
1166
Bank of Marin
California
$3.66M -$820K -1,878 -18%
TWP
1167
TFO Wealth Partners
Ohio
$3.66M +$14.9K +34 +0.4%
DBRC
1168
D.B. Root & Company
Pennsylvania
$3.65M +$38.9K +89 +1%
LC
1169
Lindbrook Capital
California
$3.64M +$9.17K +21 +0.3%
MFA
1170
Mayflower Financial Advisors
Massachusetts
$3.63M +$17.9K +41 +0.5%
FFG
1171
Frisch Financial Group
New York
$3.62M -$34.1K -78 -0.9%
AIM
1172
AMI Investment Management
Indiana
$3.61M -$18.3K -42 -0.5%
PAM
1173
Palisade Asset Management
Minnesota
$3.6M +$835K +1,912 +30%
WPC
1174
Waters Parkerson & Co
Louisiana
$3.59M +$150K +343 +4%
TCA
1175
Transcend Capital Advisors
New Jersey
$3.58M +$197K +450 +6%
45 46
47
48 49