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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 %
VFG
1826
V2 Financial group
Illinois
$848K +$47.6K +109 +6%
FC
1827
Financial Consulate
Maryland
$847K +$30.1K +69 +4%
AC
1828
Avenir Corporation
Virginia
$843K – – –
KFS
1829
Kaizen Financial Strategies
California
$843K +$3.93K +9 +0.5%
IFA
1830
Index Fund Advisors
California
$841K -$13.1K -30 -2%
UW
1831
Unique Wealth
Florida
$840K -$5.22M -11,956 -86%
AAS
1832
Annex Advisory Services
Wisconsin
$839K +$232K +531 +38%
APW
1833
Aurora Private Wealth
New Jersey
$839K -$4.37K -10 -0.5%
FCG
1834
Financial Connections Group
California
$838K +$838K +1,920 New
WA1
1835
Wimmer Associates 1
California
$833K -$10.9K -25 -1%
AA
1836
Alesco Advisors
New York
$830K -$130K -298 -14%
FCA
1837
FLC Capital Advisors
California
$829K -$684K -1,566 -45%
AWM
1838
Able Wealth Management
New Jersey
$828K +$828K +1,896 New
GC
1839
Gibson Capital
Pennsylvania
$826K +$126K +289 +18%
KFC
1840
Klingenstein Fields & Co
New York
$826K -$15.3K -35 -2%
OW
1841
Olistico Wealth
Oklahoma
$825K +$152K +349 +23%
WCM
1842
Wallace Capital Management
Texas
$823K +$823K +1,884 New
ACM
1843
Allred Capital Management
Texas
$816K – – –
IDA
1844
Intelligence Driven Advisers
California
$815K -$91K -205 -10%
AWS
1845
Arkfeld Wealth Strategies
Nebraska
$815K +$3.48K +8 +0.4%
FG
1846
Fairman Group
Pennsylvania
$813K +$813K +1,860 New
GSIAS
1847
Garden State Investment Advisory Services
New Jersey
$812K +$873 +2 +0.1%
OCM
1848
Orser Capital Management
Texas
$810K – – –
FM
1849
Family Management
New York
$809K +$4.81K +11 +0.6%
HG
1850
Herbst Group
Connecticut
$806K +$279K +638 +53%
72 73
74
75 76