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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 %
I
1651
IMPACTfolio
Colorado
$1.19M -$90.8K -208 -7%
TAM
1652
Tocqueville Asset Management
New York
$1.19M +$85.2K +195 +8%
NFP
1653
Narus Financial Partners
Utah
$1.19M +$239K +548 +25%
VF
1654
VitalStone Financial
Texas
$1.18M +$4.37K +10 +0.4%
ETIA
1655
Epic Trust Investment Advisors
Washington
$1.18M -$521K -1,192 -31%
CGA
1656
Crescent Grove Advisors
Illinois
$1.18M -$17.5K -40 -1%
AA
1657
Apriem Advisors
California
$1.17M +$51.5K +118 +5%
LWM
1658
LJI Wealth Management
Indiana
$1.16M -$59K -135 -5%
BFA
1659
Bragg Financial Advisors
North Carolina
$1.16M +$6.12K +14 +0.5%
WMR
1660
Wealth Management Resources
Rhode Island
$1.16M +$92.2K +211 +9%
MM
1661
Meridian Management
Arkansas
$1.15M – – –
MIP
1662
Marietta Investment Partners
Wisconsin
$1.15M – – –
OWM
1663
Orgel Wealth Management
Wisconsin
$1.15M -$166K -381 -13%
1SB
1664
1ST Source Bank
Indiana
$1.15M +$512K +1,172 +80%
GC
1665
Gratus Capital
Georgia
$1.15M -$721K -1,651 -39%
GCP
1666
Gill Capital Partners
Colorado
$1.15M +$418K +958 +57%
NA
1667
Nottingham Advisors
New York
$1.14M +$58.1K +133 +5%
FGAM
1668
Financial Gravity Asset Management
Texas
$1.14M +$60.6K +399 +6%
BWP
1669
Balboa Wealth Partners
Arizona
$1.14M +$93.9K +215 +9%
ECM
1670
EagleClaw Capital Management
Massachusetts
$1.13M – – –
GFL
1671
Granite FO LLC
New Hampshire
$1.13M -$21.8K -50 -2%
IAMOG
1672
Investors Asset Management of Georgia
Georgia
$1.13M +$1.75K +4 +0.2%
AEPWM
1673
Atlantic Edge Private Wealth Management
Florida
$1.13M +$1.13M +2,579 New
MTC
1674
McDaniel Terry & Co
Texas
$1.12M +$1.12M +2,567 New
NRC
1675
New Republic Capital
North Carolina
$1.12M +$17.5K +40 +2%
65 66
67
68 69