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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 %
SGI
1251
Summit Global Investments
Utah
$2.9M +$32.3K +74 +1%
KWA
1252
Kingswood Wealth Advisors
California
$2.89M +$2.62M +5,993 +968%
EFS
1253
Essex Financial Services
Connecticut
$2.88M +$589K +1,349 +26%
FHC
1254
First Heartland Consultants
Missouri
$2.87M +$24K +55 +0.8%
AGC
1255
Aspen Grove Capital
Colorado
$2.86M +$265K +607 +10%
CPP
1256
Capasso Planning Partners
South Carolina
$2.86M -$351K -804 -11%
NFG
1257
Nations Financial Group
Iowa
$2.85M +$1.08M +2,480 +61%
BBA
1258
BLB&B Advisors
Pennsylvania
$2.85M +$369K +845 +15%
GCA
1259
Guardian Capital Advisors
Ontario, Canada
$2.81M +$893K +2,048 +47%
CWM
1260
Calamos Wealth Management
Illinois
$2.8M +$34.5K +79 +1%
CWM
1261
Circle Wealth Management
New Jersey
$2.79M +$22.3K +51 +0.8%
SBIA
1262
Sheaff Brock Investment Advisors
Indiana
$2.78M +$110K +252 +4%
EDRH
1263
Edmond de Rothschild Holding
Switzerland
$2.77M -$843K -1,930 -23%
FA
1264
Fountainhead AM
New Jersey
$2.77M +$2.77M +6,340 New
AMBIA
1265
Allen Mooney & Barnes Investment Advisors
Georgia
$2.76M -$73.8K -169 -3%
RLWM
1266
RF&L Wealth Management
Massachusetts
$2.76M +$318K +727 +13%
MWA
1267
Monograph Wealth Advisors
California
$2.76M -$3.94M -9,030 -59%
VIP
1268
Viewpoint Investment Partners
Alberta, Canada
$2.74M +$2.74M +6,272 New
SWA
1269
Sax Wealth Advisors
New Jersey
$2.73M +$180K +411 +7%
MWM
1270
MorganRosel Wealth Management
Colorado
$2.72M +$118K +270 +5%
Eagle Capital Management (New York)
1271
Eagle Capital Management (New York)
New York
$2.72M +$2.72M +6,231 New
R
1272
Rebalance
California
$2.72M -$6.55K -15 -0.2%
GWMR
1273
GC Wealth Management RIA
Massachusetts
$2.71M +$2.71M +6,214 New
ISL
1274
Ingalls & Snyder LLC
New York
$2.7M +$167K +383 +7%
1W
1275
1776 Wealth
Georgia
$2.7M – – –
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