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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 %
SIS
1551
Sound Income Strategies
Florida
$1.45M +$356K +814 +33%
RCAG
1552
Rehmann Capital Advisory Group
Michigan
$1.45M +$504K +1,154 +54%
WE
1553
Wealth Effects
Massachusetts
$1.45M +$10.5K +24 +0.7%
HF
1554
HRT Financial
New York
$1.44M +$1.44M +3,297 New
RDWM
1555
Red Door Wealth Management
Tennessee
$1.44M +$458K +1,048 +47%
HCM
1556
HMS Capital Management
Tennessee
$1.44M +$82.6K +189 +6%
NWM
1557
Northwest Wealth Management
Iowa
$1.43M +$5.68K +13 +0.4%
BW
1558
BIP Wealth
Georgia
$1.43M -$59K -135 -4%
TAM
1559
TCP Asset Management
Ohio
$1.42M +$5.24K +12 +0.4%
BBNB
1560
Baker Boyer National Bank
Washington
$1.42M -$203K -465 -13%
FRA
1561
Frank Rimerman Advisors
California
$1.41M – – –
PAG
1562
Paladin Advisory Group
Iowa
$1.41M -$119K -273 -8%
DIP
1563
DT Investment Partners
Pennsylvania
$1.4M – – –
SM
1564
Sensible Money
Arizona
$1.4M +$5.68K +13 +0.4%
TCCM
1565
Timber Creek Capital Management
Massachusetts
$1.4M +$1.4M +3,201 New
AGWCA
1566
Annis Gardner Whiting Capital Advisors
Florida
$1.4M – – –
AW
1567
Alaethes Wealth
Nevada
$1.39M +$389K +891 +39%
FCT
1568
First Community Trust
Iowa
$1.39M +$1.29M +2,956 +1,308%
RGC
1569
Roberts, Glore & Co
Illinois
$1.39M -$30.6K -70 -2%
FWM
1570
Fortress Wealth Management
California
$1.39M – – –
D
1571
Diversified
Delaware
$1.38M +$9.17K +21 +0.7%
FCM
1572
Fortis Capital Management
Washington
$1.37M -$241K -551 -15%
RTC
1573
Riverview Trust Company
Washington
$1.37M -$387K -887 -22%
SOS
1574
Silver Oak Securities
Tennessee
$1.37M +$130K +297 +10%
CWS
1575
Confluence Wealth Services
Pennsylvania
$1.36M +$371K +850 +37%
61 62
63
64 65