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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 %
BPWM
1351
Badgley Phelps Wealth Managers
Washington
$2.23M +$160K +366 +8%
AI
1352
Arrien Investments
Idaho
$2.23M -$68.1K -156 -3%
WA
1353
Waddell & Associates
Tennessee
$2.22M -$134K -307 -6%
CIA
1354
Choate Investment Advisors
Massachusetts
$2.22M -$3.18M -7,274 -59%
CHA
1355
Carmichael Hill & Associates
Maryland
$2.21M +$248K +568 +13%
DCM
1356
DGS Capital Management
New Jersey
$2.21M -$66.4K -152 -3%
PPWM
1357
Paragon Private Wealth Management
Kentucky
$2.19M +$28.8K +66 +1%
KCPG
1358
Kavar Capital Partners Group
Kansas
$2.19M +$1.09M +2,502 +100%
CAM
1359
Columbia Asset Management
Michigan
$2.19M – – –
MFG
1360
Magnus Financial Group
New York
$2.18M +$43.2K +99 +2%
MWA
1361
Martel Wealth Advisors
Washington
$2.18M -$81.2K -186 -4%
AAP
1362
Arax Advisory Partners
Colorado
$2.17M +$36.3K +83 +2%
WLPWM
1363
Walled Lake Planning & Wealth Management
Illinois
$2.17M -$64.2K -147 -3%
HSWM
1364
Hubbell Strickland Wealth Management
Louisiana
$2.17M +$19.7K +45 +0.9%
NHT
1365
New Hampshire Trust
New Hampshire
$2.17M +$1.63M +3,733 +305%
TYCC
1366
Texas Yale Capital Corp
Florida
$2.15M +$92.6K +212 +4%
GCM
1367
Gallacher Capital Management
Colorado
$2.14M -$608K -1,391 -22%
TWM
1368
Tradition Wealth Management
Minnesota
$2.14M -$311K -713 -13%
PWP
1369
Perfromance Wealth Partners
Illinois
$2.13M -$95.2K -218 -4%
FFWA
1370
Forthright Family Wealth Advisory
Texas
$2.13M +$2.13M +4,884 New
VAF
1371
Values Added Financial
District of Columbia
$2.13M -$42.8K -98 -2%
TWA
1372
TCI Wealth Advisors
Arizona
$2.11M -$213K -488 -9%
CAM
1373
Cidel Asset Management
Ontario, Canada
$2.11M -$52.9K -121 -2%
JIP
1374
Jaffetilchin Investment Partners
Florida
$2.11M -$277K -633 -12%
CCP
1375
Clarity Capital Partners
California
$2.11M +$2.11M +4,830 New
53 54
55
56 57