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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 %
KIA
1851
KCM Investment Advisors
California
$805K +$6.55K +15 +0.8%
GA
1852
GFS Advisors
Texas
$804K – – –
OFG
1853
Orcam Financial Group
California
$804K +$268K +613 +50%
MSF
1854
Mustard Seed Financial
Arkansas
$804K +$804K +1,840 New
MFA
1855
Morling Financial Advisors
California
$804K +$36.7K +84 +5%
DSC
1856
Duncker Streett & Co
Missouri
$803K -$10.9K -25 -1%
FOA
1857
Five Oceans Advisors
California
$796K +$15.3K +35 +2%
CCWM
1858
Cassaday & Co Wealth Management
Virginia
$796K +$874 +2 +0.1%
VWM
1859
Vigilare Wealth Management
Arizona
$796K +$5.68K +13 +0.7%
Members Trust
1860
Members Trust
Florida
$795K +$181K +414 +30%
CPA
1861
Clear Point Advisors
New York
$791K +$791K +1,802 New
ST
1862
Sabal Trust
Florida
$782K -$183K -420 -19%
AIA
1863
Arcadia Investment Advisors
Idaho
$782K – – –
FFL
1864
Financial Freedom LLC
Ohio
$782K +$62.9K +144 +9%
RPCONE
1865
Retirement Planning Company of New England
Rhode Island
$781K +$135K +310 +21%
HTIM
1866
Harbour Trust & Investment Management
Indiana
$781K +$781K +1,787 New
WP
1867
WealthShield Partners
North Carolina
$780K -$613K -1,402 -44%
SGK
1868
Steigerwald Gordon & Koch
Virginia
$778K +$360K +825 +86%
LA
1869
LexAurum Advisors
Kansas
$777K +$212K +485 +37%
CWMGP
1870
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$777K +$437 +1 +0.1%
WC
1871
Weil Company
California
$774K +$239K +548 +45%
TLP
1872
Trinity Legacy Partners
Texas
$774K -$25.8K -59 -3%
PFSC
1873
Peoples Financial Services Corp
Pennsylvania
$774K -$14K -32 -2%
CWM
1874
Collaborative Wealth Management
Florida
$771K +$21.8K +50 +3%
FPCG
1875
Forum Private Client Group
Indiana
$769K +$769K +1,761 New
73 74
75
76 77