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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 %
CFA
1901
Capstone Financial Advisors
Illinois
$733K -$14.9K -34 -2%
RFG
1902
RFP Financial Group
Georgia
$733K -$101K -232 -12%
SI
1903
Shaker Investments
Ohio
$733K +$6.12K +14 +0.8%
HVP
1904
Hudson Value Partners
Florida
$728K +$30.6K +70 +4%
AWA
1905
Acorn Wealth Advisors
Michigan
$724K +$81.2K +186 +13%
AC
1906
Avestar Capital
New York
$721K -$4.59M -10,516 -86%
DCM
1907
Dudley Capital Management
Virginia
$721K +$721K +1,650 New
BIM
1908
Bridges Investment Management
Nebraska
$720K -$91.3K -209 -11%
BFM
1909
Boston Financial Management
Massachusetts
$719K +$37.6K +86 +6%
GAM
1910
Griffin Asset Management
New York
$714K -$11.4K -26 -2%
EF
1911
Empirical Finance
Pennsylvania
$714K -$381K -872 -35%
AF
1912
Apollon Financial
South Carolina
$713K +$713K +1,633 New
IF
1913
Intrua Financial
Texas
$711K -$839K -1,921 -54%
CI
1914
CX Institutional
Indiana
$707K -$1.03M -2,367 -59%
FTDI
1915
First Trust Direct Indexing
Massachusetts
$706K +$7.43K +17 +1%
MLL
1916
Moody Lynn & Lieberson
Massachusetts
$706K – – –
SCM
1917
SCS Capital Management
Massachusetts
$704K – – –
SIM
1918
Studio Investment Management
Illinois
$701K +$598K +1,368 +580%
DCM
1919
Donaldson Capital Management
Indiana
$700K +$229K +524 +49%
WG
1920
Watchman Group
Texas
$699K +$699K +1,600 New
WP
1921
WealthPLAN Partners
Nebraska
$698K +$8.3K +19 +1%
HCMT
1922
Highland Capital Management (Tennessee)
Tennessee
$697K +$56.8K +130 +9%
IP
1923
Intellectus Partners
California
$693K -$212K -486 -23%
TC
1924
Telemus Capital
Michigan
$690K -$198K -454 -22%
WCM
1925
Washburn Capital Management
Florida
$689K -$27.5K -63 -4%
75 76
77
78 79