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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 %
BAMG
1726
Brand Asset Management Group
Missouri
$1.04M -$79.9K -183 -7%
JWA
1727
JFS Wealth Advisors
Pennsylvania
$1.04M -$24.9K -57 -2%
BWA
1728
BlueChip Wealth Advisors
Georgia
$1.03M +$1.03M +2,364 New
CWM
1729
Cherrydale Wealth Management
New Jersey
$1.03M +$8.3K +19 +0.8%
DS
1730
DRW Securities
Illinois
$1.03M -$4.09M -9,374 -80%
CWA
1731
Centennial Wealth Advisory
Michigan
$1.03M -$33.6K -77 -3%
TFA
1732
Toth Financial Advisory
Virginia
$1.03M +$168K +384 +20%
MIG
1733
McGuire Investment Group
Rhode Island
$1.02M – – –
FPCG
1734
Fort Pitt Capital Group
Pennsylvania
$1.02M +$7.43K +17 +0.7%
BC
1735
Bakala Capital
South Carolina
$1.02M +$1.02M +2,327 New
NCM
1736
Northwest Capital Management
Oregon
$1.01M +$874 +2 +0.1%
GWA
1737
Geometric Wealth Advisors
District of Columbia
$1.01M -$437 -1 -0%
CPG
1738
Cornerstone Planning Group
New Jersey
$1.01M -$622K -1,425 -38%
PWP
1739
Precedent Wealth Partners
Texas
$1.01M +$1.01M +2,303 New
HW
1740
Hancock Whitney
Mississippi
$1M +$3.93K +9 +0.4%
ATPW
1741
Ashton Thomas Private Wealth
Arizona
$998K +$27.1K +62 +3%
CWM
1742
Chemistry Wealth Management
New York
$998K +$34.1K +78 +4%
DF
1743
DecisionPoint Financial
Arizona
$996K +$991K +2,268 +17,446%
PP
1744
Patron Partners
Texas
$995K +$995K +2,279 New
SPFA
1745
Summit Place Financial Advisors
New Jersey
$993K +$9.17K +21 +0.9%
KCFA
1746
Key Client Fiduciary Advisors
New Jersey
$985K +$186K +425 +23%
NMG
1747
New Millennium Group
Utah
$984K -$114K -262 -10%
CG
1748
Cutler Group
California
$982K +$339K +777 +53%
CWA
1749
Clarity Wealth Advisors
California
$981K -$14.4K -33 -1%
GEA
1750
Glen Eagle Advisors
New Jersey
$978K +$114K +261 +13%
68 69
70
71 72