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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 %
PIA
1451
Perennial Investment Advisors
California
$1.81M -$262K -600 -13%
SEIA
1452
Signature Estate & Investment Advisors
California
$1.81M +$1.32M +3,012 +265%
RIS
1453
Retirement Income Solutions
Michigan
$1.81M -$14.9K -34 -0.8%
DAM
1454
Derbend Asset Management
Georgia
$1.81M – – –
WA
1455
WBH Advisory
Maryland
$1.81M +$10K +23 +0.6%
CCM
1456
Cambridge Capital Management
Illinois
$1.81M +$1.81M +4,136 New
AWM
1457
Aries Wealth Management
Maine
$1.8M +$61.6K +141 +4%
EGA
1458
E&G Advisors
Texas
$1.8M – – –
IW
1459
Imprint Wealth
South Carolina
$1.79M +$905K +2,021 +103%
VC
1460
Veery Capital
Delaware
$1.79M +$13.5K +31 +0.8%
TFA
1461
Teamwork Financial Advisors
Texas
$1.78M -$307K -703 -15%
AFG
1462
AFS Financial Group
Maryland
$1.78M +$1.31K +3 +0.1%
HIA
1463
HTG Investment Advisors
Connecticut
$1.78M – – –
AR
1464
Apeiron RIA
Texas
$1.77M +$2.18K +5 +0.1%
CWA
1465
Clearview Wealth Advisors
Oregon
$1.77M -$2.18K -5 -0.1%
FCB
1466
First County Bank
Connecticut
$1.77M +$764K +1,750 +76%
CW
1467
Channel Wealth
California
$1.76M -$89.1K -204 -5%
DWM
1468
Drive Wealth Management
Utah
$1.76M -$31K -71 -2%
LWM
1469
LongView Wealth Management
Georgia
$1.75M +$1.75M +4,030 New
CRC
1470
Curi RMB Capital
Illinois
$1.75M -$6.55K -15 -0.4%
BWA
1471
Beam Wealth Advisors
Louisiana
$1.75M +$374K +856 +27%
AWA
1472
Aaron Wealth Advisors
Illinois
$1.75M +$4.37K +10 +0.2%
SIMG
1473
Sonora Investment Management Group
Arizona
$1.75M +$202K +462 +13%
TFGT
1474
TS Financial Group (TSFG)
Illinois
$1.75M +$970K +2,220 +124%
GHA
1475
GW Henssler & Associates
Georgia
$1.75M +$95.2K +218 +6%
57 58
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