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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 %
CAM
1676
CPA Asset Management
Florida
$1.12M +$318K +729 +40%
RA
1677
Rockingstone Advisors
Massachusetts
$1.12M -$457K -1,046 -29%
WAL
1678
W Advisors LLC
Tennessee
$1.11M +$121K +278 +12%
CT
1679
Colonial Trust
South Carolina
$1.11M +$750K +1,716 +207%
SWM
1680
SFG Wealth Management
Maryland
$1.11M +$11.4K +26 +1%
BIA
1681
Benchmark Investment Advisors
Illinois
$1.11M +$9.17K +21 +0.8%
BHIA
1682
Birch Hill Investment Advisors
Massachusetts
$1.11M -$22.7K -52 -2%
CT
1683
Clearstead Trust
Maine
$1.11M -$6.99K -16 -0.6%
SAS
1684
SMI Advisory Services
Indiana
$1.11M +$142K +325 +15%
LA
1685
Latitude Advisors
Florida
$1.11M +$48.5K +111 +5%
CTWM
1686
Cherry Tree Wealth Management
Minnesota
$1.11M +$31K +71 +3%
EBT
1687
Enterprise Bank & Trust
Massachusetts
$1.1M – – –
VBFP
1688
Valtinson Bruner Financial Planning
Minnesota
$1.1M +$1.75K +4 +0.2%
GAM
1689
GEM Asset Management
Michigan
$1.1M -$65.1K -149 -6%
RWA
1690
Redhawk Wealth Advisors
Minnesota
$1.1M +$51.1K +117 +5%
SFP
1691
Strategic Financial Partners
Oregon
$1.1M -$10.5K -24 -0.9%
TSWM
1692
Tyler-Stone Wealth Management
Ohio
$1.1M -$675K -1,545 -38%
SW
1693
SMART Wealth
Nebraska
$1.1M +$683K +1,563 +165%
FCA
1694
FinTrust Capital Advisors
South Carolina
$1.09M +$619K +1,416 +132%
RC
1695
Rovin Capital
Arizona
$1.09M -$11.8K -27 -1%
MWM
1696
Maripau Wealth Management
Indiana
$1.09M -$347K -794 -24%
SL
1697
SWMG LLC
Texas
$1.08M -$31.5K -72 -3%
CIA
1698
Compass Ion Advisors
Pennsylvania
$1.08M -$1.42M -3,255 -57%
TCWM
1699
Total Clarity Wealth Management
Illinois
$1.08M +$360K +825 +50%
CG
1700
Corundum Group
Colorado
$1.08M +$48.5K +111 +5%
66 67
68
69 70