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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 %
CPIA
1876
Cornell Pochily Investment Advisors
New York
$767K -$218K -499 -22%
MAWA
1877
Moss Adams Wealth Advisors
Washington
$766K +$665K +1,523 +662%
MWP
1878
Madison Wealth Partners
Wisconsin
$764K +$127K +290 +20%
BC
1879
Barrett & Company
Rhode Island
$764K – – –
MFS
1880
Madrona Financial Services
Washington
$760K +$250K +573 +49%
EA
1881
Eclectic Associates
California
$760K +$34.9K +80 +5%
RCM
1882
RB Capital Management
Nevada
$757K -$38.9K -89 -5%
AWM
1883
Aprio Wealth Management
Georgia
$753K -$45K -103 -6%
MCM
1884
McRae Capital Management
New Jersey
$750K – – –
FFA
1885
Founders Financial Alliance
North Carolina
$749K -$1.75K -4 -0.2%
PHWM
1886
Pine Harbor Wealth Management
Maryland
$748K +$748K +1,712 New
FNB
1887
Farmers National Bank
Kentucky
$744K -$35.8K -82 -5%
BFM
1888
Broadview Financial Management
Wisconsin
$743K +$5.68K +13 +0.8%
FL
1889
FreeGulliver LLC
Louisiana
$743K +$743K +1,700 New
AFP
1890
Alpha Financial Partners
Kentucky
$742K +$91.3K +209 +14%
MAS
1891
Meeder Advisory Services
Ohio
$742K – – –
PCA
1892
Prosperity Capital Advisors
Ohio
$742K +$32.3K +74 +5%
QC
1893
Quent Capital
New York
$740K – – –
TW
1894
Transform Wealth
Colorado
$740K +$80.4K +184 +12%
WFA
1895
Wade Financial Advisory
California
$740K – – –
VWM
1896
Valley Wealth Managers
New Jersey
$738K -$62K -142 -8%
TCPG
1897
Trivant Custom Portfolio Group
California
$738K +$622K +1,424 +533%
AWA
1898
Amplius Wealth Advisors
Pennsylvania
$736K +$437 +1 +0.1%
RFP
1899
Root Financial Partners
California
$735K +$205K +470 +39%
MWPCG
1900
Measured Wealth Private Client Group
New Hampshire
$734K +$19.7K +45 +3%
74 75
76
77 78