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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 %
MUAMU
1476
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.75M +$1.75M +4,000 New
LFA
1477
LifeGuide Financial Advisors
Pennsylvania
$1.74M -$415K -951 -19%
MCWS
1478
McKinley Carter Wealth Services
West Virginia
$1.74M +$23.2K +53 +1%
RWM
1479
Ritholtz Wealth Management
New York
$1.73M +$47.6K +109 +3%
FIB
1480
First Interstate Bank
Montana
$1.73M +$105K +241 +6%
PGA
1481
Portland Global Advisors
Maine
$1.72M -$51.5K -118 -3%
W
1482
WealthCollab
Washington
$1.71M +$1.71M +3,915 New
OA
1483
Oxbow Advisors
Texas
$1.7M +$72.5K +166 +4%
LWMM
1484
Legacy Wealth Management (Mississippi)
Mississippi
$1.7M – – –
BMM
1485
Buffington Mohr McNeal
Idaho
$1.7M -$52.8K -121 -3%
IAG
1486
Investment Advisory Group
Massachusetts
$1.69M +$43.2K +99 +3%
PA
1487
Paragon Advisors
Texas
$1.69M +$199K +455 +13%
BWM
1488
BKM Wealth Management
Wisconsin
$1.69M +$1.69M +1,644,982 New
SWM
1489
Segment Wealth Management
Texas
$1.68M +$733K +1,677 +77%
JWM
1490
Janiczek Wealth Management
Colorado
$1.68M +$200K +458 +14%
BFA
1491
Bill Few Associates
Pennsylvania
$1.67M +$749K +1,714 +81%
EW
1492
Enzi Wealth
Texas
$1.67M -$162K -357 -9%
VCM
1493
Violich Capital Management
California
$1.67M – – –
SCM
1494
Saxony Capital Management
Missouri
$1.66M +$1.66M +3,796 New
MWP
1495
Meridian Wealth Partners
Pennsylvania
$1.65M -$437 -1 -0%
CC
1496
Callan Capital
California
$1.65M +$56.8K +130 +4%
LCM
1497
Leisure Capital Management
California
$1.65M +$1.65M +3,768 New
PWG
1498
Private Wealth Group
Florida
$1.64M – – –
LA
1499
LVW Advisors
New York
$1.64M +$236K +540 +17%
EI
1500
Ellevest Inc
New York
$1.64M -$34.1K -78 -2%
58 59
60
61 62