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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 %
GOCP
1501
Great Oak Capital Partners
Massachusetts
$1.64M +$1.64M +3,747 New
IA
1502
Insight Advisors
Pennsylvania
$1.63M +$187K +429 +13%
CHJWM
1503
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.63M +$224K +503 +16%
CI
1504
CPR Investments
Michigan
$1.63M +$767K +1,756 +89%
CIAS
1505
Capital Investment Advisory Services
North Carolina
$1.63M -$5.68K -13 -0.3%
SAM
1506
S.A. Mason
Michigan
$1.62M +$64.2K +147 +4%
CFP
1507
Curran Financial Partners
South Carolina
$1.62M +$290K +650 +22%
HFS
1508
Heritage Financial Services
Massachusetts
$1.62M +$1.2M +2,749 +289%
OAJ
1509
Ogorek Anthony Joseph
New York
$1.62M +$1.59M +3,638 +6,063%
PAS
1510
Professional Advisory Services
Florida
$1.61M +$427K +977 +36%
RWA
1511
River Wealth Advisors
Pennsylvania
$1.61M +$16.2K +37 +1%
PCTC
1512
Perkins Coie Trust Company
Washington
$1.6M – – –
P
1513
Pitcairn
Pennsylvania
$1.6M – – –
HKAM
1514
Horizon Kinetics Asset Management
New York
$1.59M -$24.9K -57 -2%
KF
1515
KKM Financial
Illinois
$1.58M +$1.58M +3,612 New
EFG
1516
Everhart Financial Group
Ohio
$1.58M -$48.5K -111 -3%
CAI
1517
Capital Advisors Inc
Oklahoma
$1.57M -$17K -39 -1%
RIA
1518
Realta Investment Advisors
Delaware
$1.56M -$172K -393 -10%
APP
1519
Avantax Planning Partners
Iowa
$1.56M +$504K +1,154 +48%
HS
1520
Horan Securities
United States
$1.56M -$25.3K -58 -2%
PPW
1521
Parcion Private Wealth
Washington
$1.56M +$2.18K +5 +0.1%
AWM
1522
Accel Wealth Management
Iowa
$1.56M +$6.55K +15 +0.4%
LWANC
1523
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.55M +$2.62K +6 +0.2%
PAM
1524
PVG Asset Management
Colorado
$1.55M -$204K -468 -12%
GIA
1525
Guyasuta Investment Advisors
Pennsylvania
$1.55M -$8.74K -20 -0.6%
59 60
61
62 63