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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 %
BWP
1751
Bernardo Wealth Planning
Pennsylvania
$978K +$171K +391 +21%
P
1752
&Partners
Tennessee
$976K +$613K +1,416 +169%
Vontobel Holding
1753
Vontobel Holding
Switzerland
$973K +$973K +2,228 New
EF
1754
Exeter Financial
Arizona
$967K – – –
CCG
1755
Coastwise Capital Group
California
$966K -$873 -2 -0.1%
SWIM
1756
Smallwood Wealth Investment Management
New Jersey
$962K +$28.4K +65 +3%
PGIM
1757
Pacific Global Investment Management
California
$958K +$3.93K +9 +0.4%
PA
1758
Pineridge Advisors
Missouri
$958K +$958K +2,193 New
TI
1759
Trexquant Investment
Connecticut
$955K -$2.3M -5,277 -71%
PD
1760
Planning Directions
Pennsylvania
$954K -$214K -490 -18%
CA
1761
CGN Advisors
Kansas
$954K -$270K -618 -22%
DPI
1762
Diversified Portfolios Inc
Michigan
$953K +$437 +1 +0%
BIA
1763
Bigelow Investment Advisors
Maine
$952K – – –
SW
1764
SlateStone Wealth
Florida
$951K +$143K +327 +18%
RWM
1765
Rezny Wealth Management
Florida
$950K – – –
CVA
1766
Central Valley Advisors
California
$950K +$950K +2,174 New
TCOT
1767
Trust Company of Toledo
Ohio
$950K -$91.7K -210 -9%
AC
1768
AIFG Consultants
New York
$949K -$26.7K -61 -3%
EBA
1769
Eagle Bay Advisors
New York
$946K -$27.5K -63 -3%
Kayne Anderson Rudnick Investment Management
1770
Kayne Anderson Rudnick Investment Management
California
$942K – – –
LWMG
1771
Levy Wealth Management Group
Pennsylvania
$933K – – –
IFWM
1772
Institute for Wealth Management
Colorado
$930K -$28.4K -65 -3%
FMTC
1773
Farmers & Merchants Trust Company
California
$928K – – –
MCM
1774
Morton Capital Management
California
$926K +$234K +536 +34%
HA
1775
Hanover Advisors
South Carolina
$923K +$923K +2,112 New
69 70
71
72 73