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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 %
WFMPM
1926
Woodley Farra Manion Portfolio Management
Indiana
$688K -$11.4K -26 -2%
RCWMU
1927
Rothschild & Co Wealth Management (UK)
United Kingdom
$688K – – –
RPSA
1928
Richard P. Slaughter Associates
Texas
$685K – – –
SFWC
1929
Strategic Family Wealth Counselors
New Jersey
$684K +$230K +526 +51%
DCM
1930
Dimension Capital Management
Florida
$684K +$14K +32 +2%
FNFDCM
1931
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$681K -$409K -936 -38%
AA
1932
Ashford Advisors
New York
$678K – – –
OPWM
1933
Oakwell Private Wealth Management
Texas
$677K -$33.2K -76 -5%
HWM
1934
HighMark Wealth Management
Minnesota
$677K -$461K -1,055 -40%
CD
1935
Chapin Davis
Maryland
$677K +$437 +1 +0.1%
IC
1936
Iconiq Capital
California
$677K +$370K +8,473 +121%
WA
1937
Wealth Architects
California
$675K -$200K -457 -23%
BAWC
1938
Boyce & Associates Wealth Consulting
Texas
$675K – – –
SWM
1939
Sugarloaf Wealth Management
Georgia
$672K +$100K +229 +17%
PWM
1940
PBMares Wealth Management
Virginia
$671K +$671K +1,535 New
3AM
1941
3EDGE Asset Management
Florida
$670K +$670K +1,535 New
FWSM
1942
First Wilshire Securities Management
California
$670K – – –
ACM
1943
Advance Capital Management
Michigan
$668K +$85.2K +195 +15%
JWBC
1944
J.W. Burns & Co
New York
$667K +$3.06K +7 +0.5%
LB
1945
Legacy Bridge
Iowa
$667K – – –
PFA
1946
Pathway Financial Advisors
Vermont
$667K – – –
SSW
1947
Stone Summit Wealth
Florida
$661K -$10.5K -24 -2%
EWA
1948
Etesian Wealth Advisors
Oregon
$659K -$72.7K -166 -10%
VOYA Investment Management
1949
VOYA Investment Management
Georgia
$659K +$61.2K +140 +10%
CAM
1950
Congress Asset Management
Massachusetts
$655K +$19.7K +45 +3%
76 77
78
79 80