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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 %
CNBTD
1776
Citizens National Bank Trust Department
Mississippi
$919K -$19.7K -45 -2%
SVCP
1777
Silicon Valley Capital Partners
California
$919K -$612K -1,401 -40%
CAP
1778
Columbia Advisory Partners
Washington
$918K -$132K -302 -13%
HWA
1779
HCR Wealth Advisors
California
$917K +$608K +1,391 +196%
TNB
1780
Thomasville National Bank
Georgia
$916K -$21.4K -49 -2%
UWS
1781
Unique Wealth Strategies
Illinois
$915K +$915K +2,095 New
BOC
1782
Bull Oak Capital
California
$914K +$878K +2,009 +2,392%
SI
1783
Seeds Investor
New York
$909K +$909K +2,080 New
SAF
1784
Smith Anglin Financial
Texas
$903K +$4.81K +11 +0.5%
SFG
1785
Sather Financial Group
Texas
$902K – – –
PWMG
1786
Pioneer Wealth Management Group
Texas
$902K -$998K -2,284 -53%
WN
1787
Williams & Novak
California
$899K +$899K +2,059 New
KCM
1788
Kathmere Capital Management
Pennsylvania
$899K -$148K -339 -14%
PFA
1789
Plotkin Financial Advisors
Maryland
$897K -$88.7K -203 -9%
AL
1790
ACAS LLC
California
$896K +$84.7K +194 +10%
SFP
1791
Sandbox Financial Partners
Maryland
$894K +$53.3K +122 +6%
FI
1792
Financial Insights
Washington
$894K -$61.2K -140 -6%
GCM
1793
Glaxis Capital Management
Florida
$891K +$6.99K +16 +0.8%
RDFA
1794
Ritter Daniher Financial Advisory
Ohio
$889K -$43.7K -100 -5%
MAM
1795
Mystic Asset Management
Rhode Island
$888K -$18.3K -42 -2%
WF
1796
Wayfinding Financial
Washington
$888K -$13.1K -30 -1%
GI
1797
Gradient Investments
Minnesota
$887K +$239K +547 +37%
PDM
1798
Penn Davis McFarland
Texas
$887K -$292K -669 -25%
EIA
1799
Edgemoor Investment Advisors
Maryland
$886K – – –
GP
1800
Greenline Partners
New York
$885K -$10.9K -25 -1%
70 71
72
73 74