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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 %
MSFS
1401
Main Street Financial Solutions
Pennsylvania
$2.01M +$74.3K +170 +4%
WFA
1402
Wellspring Financial Advisors
Ohio
$2.01M +$29.7K +68 +2%
PWS
1403
Peterson Wealth Services
Utah
$2.01M +$2.01M +4,594 New
PWM
1404
Penobscot Wealth Management
Maine
$2.01M +$203K +465 +11%
THWM
1405
Taylor Hoffman Wealth Management
Virginia
$2M -$67.3K -154 -3%
HL
1406
HeadInvest LLC
Maine
$1.99M -$8.74K -20 -0.4%
SCA
1407
STALEY CAPITAL ADVISERS
Pennsylvania
$1.98M – – –
LC
1408
Lavaca Capital
Texas
$1.98M +$909K +2,081 +85%
TAM
1409
Todd Asset Management
Kentucky
$1.98M -$168K -385 -8%
NFG
1410
Northeast Financial Group
Pennsylvania
$1.97M +$181K +414 +10%
TDC
1411
Thompson Davis & Co
Virginia
$1.97M -$114K -261 -5%
TNAM
1412
Terra Nova Asset Management
New York
$1.97M +$1.35M +3,082 +217%
SAW
1413
Signal Advisors Wealth
Michigan
$1.96M +$1.96M +4,483 New
CCC
1414
Chelsea Counsel Company
California
$1.96M +$77.8K +178 +4%
PIMG
1415
Patriot Investment Management Group
Tennessee
$1.95M -$63.8K -146 -3%
CMANY
1416
Capital Management Associates (New York)
New York
$1.95M -$324K -742 -14%
WCG
1417
Weaver Consulting Group
California
$1.95M -$34.9K -80 -2%
CPW
1418
Cove Private Wealth
New York
$1.94M +$1.94M +4,432 New
PIAS
1419
PCA Investment Advisory Services
Ohio
$1.94M +$14.8K +34 +0.8%
WIC
1420
Woodmont Investment Counsel
Tennessee
$1.93M +$320K +732 +20%
PA
1421
Planning Alternatives
Michigan
$1.93M -$84.7K -194 -4%
RBC
1422
Roble Belko & Company
Pennsylvania
$1.92M -$6.55K -15 -0.3%
KP
1423
Kitching Partners
Pennsylvania
$1.92M +$1.92M +4,396 New
PCS
1424
Private Client Services
Kentucky
$1.91M +$1.91M +4,381 New
WFA
1425
WMG Financial Advisors
Tennessee
$1.91M +$5.68K +13 +0.3%
55 56
57
58 59