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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 %
OWM
1626
OneAscent Wealth Management
Alabama
$1.25M +$178K +408 +17%
VPIM
1627
Vanguard Personalized Indexing Management
California
$1.24M +$891K +2,039 +255%
HIM
1628
Harbour Investment Management
Washington
$1.24M +$323K +740 +35%
MCM
1629
MV Capital Management
Maryland
$1.23M +$261K +598 +27%
TFM
1630
TFC Financial Management
Massachusetts
$1.23M +$4.37K +10 +0.4%
BWCS
1631
Beirne Wealth Consulting Services
Connecticut
$1.23M +$1.23M +2,812 New
FSWA
1632
Financial Synergies Wealth Advisors
Texas
$1.23M -$4.57K -13 -0.4%
ZAM
1633
Zevin Asset Management
Massachusetts
$1.22M – – –
WA
1634
WP Advisors
California
$1.22M +$272K +622 +29%
HPC
1635
HM Payson & Co
Maine
$1.21M +$594K +1,361 +96%
ST
1636
Spinnaker Trust
Maine
$1.21M -$15.3K -35 -1%
TWM
1637
Tolleson Wealth Management
Texas
$1.21M +$29.7K +68 +3%
HWA
1638
HHM Wealth Advisors
Tennessee
$1.21M -$5.24K -12 -0.4%
WMG
1639
WESCAP Management Group
California
$1.21M +$1.75K +4 +0.1%
I
1640
INVST
Indiana
$1.21M +$65.8K +145 +6%
BWM
1641
BlackDiamond Wealth Management
New York
$1.2M +$32.6K +72 +3%
SWA
1642
Sightline Wealth Advisors
Connecticut
$1.2M +$162K +371 +16%
NW
1643
Naviter Wealth
Arkansas
$1.2M +$1.2M +2,742 New
GF
1644
Gries Financial
Ohio
$1.2M +$855K +1,958 +250%
PWA
1645
Physician Wealth Advisors
Utah
$1.2M -$298K -671 -20%
MGWM
1646
Marks Group Wealth Management
Minnesota
$1.2M -$3.38M -7,746 -74%
HGERS
1647
Householder Group Estate & Retirement Specialist
Arizona
$1.19M +$25.8K +59 +2%
AFA
1648
AA Financial Advisors
Ohio
$1.19M +$1.19M +2,731 New
RRCM
1649
Rappaport Reiches Capital Management
Illinois
$1.19M +$124K +283 +12%
ZB
1650
Zions Bancorporation
Utah
$1.19M – – –
64 65
66
67 68