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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 %
GLR
1601
Great Lakes Retirement
Ohio
$1.29M +$1.29M +2,947 New
ACM
1602
Alpha Capital Management
Texas
$1.29M +$532K +1,218 +71%
HPIA
1603
Hamilton Point Investment Advisors
North Carolina
$1.28M +$437 +1 +0%
BWM
1604
Baron Wealth Management
Michigan
$1.28M -$10.5K -24 -0.8%
TAM
1605
Taurus Asset Management
New York
$1.28M +$262K +600 +26%
JFGIW
1606
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.28M -$26.6K -61 -2%
KA
1607
Kooman & Associates
Pennsylvania
$1.28M +$279K +638 +28%
NL
1608
NVWM LLC
Pennsylvania
$1.28M +$1.02M +2,336 +396%
JWM
1609
Jessup Wealth Management
Ohio
$1.28M +$1.01M +2,303 +372%
BW
1610
Bison Wealth
Georgia
$1.28M +$203K +464 +19%
TTWM
1611
TCV Trust & Wealth Management
Virginia
$1.27M +$190K +436 +18%
BFA
1612
Beacon Financial Advisory
Ohio
$1.27M -$37.1K -85 -3%
BCA
1613
Bray Capital Advisors
Florida
$1.27M +$32.3K +74 +3%
RS
1614
Rakuten Securities
Japan
$1.27M +$1.27M +2,911 New
SSB
1615
Sandy Spring Bank
Maryland
$1.27M +$344K +787 +37%
NC
1616
Napatree Capital
Rhode Island
$1.27M +$1.27M +2,904 New
VFG
1617
Valley Financial Group
Pennsylvania
$1.26M +$1.26M +2,893 New
TA
1618
TKG Advisors
Indiana
$1.26M +$181K +415 +17%
VCAM
1619
Van Cleef Asset Management
Ohio
$1.26M – – –
PCM
1620
Princeton Capital Management
New Jersey
$1.26M +$1.26M +2,873 New
BFC
1621
Bedel Financial Consulting
Indiana
$1.25M +$3.06K +7 +0.2%
NWMG
1622
National Wealth Management Group
Ohio
$1.25M +$252K +578 +25%
BCA
1623
Bernzott Capital Advisors
California
$1.25M +$63.8K +146 +5%
PI
1624
PFG Investments
New York
$1.25M +$279K +639 +29%
BMO
1625
Beck Mack & Oliver
New York
$1.25M -$9.17K -21 -0.7%
63 64
65
66 67