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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 %
HCM
1951
Hall Capital Management
Rhode Island
$653K – – –
AWA
1952
Arbor Wealth Advisors
Michigan
$653K +$653K +1,496 New
CFG
1953
Cooper Financial Group
California
$651K +$23.2K +53 +4%
BHWM
1954
Bar Harbor Wealth Management
New Hampshire
$651K – – –
AA
1955
Axiom Advisory
California
$651K +$4.37K +10 +0.7%
AWP
1956
Accretive Wealth Partners
New Jersey
$649K +$221K +505 +52%
WDG
1957
Wealth Dimensions Group
Ohio
$648K -$14K -32 -2%
HCM
1958
Hengehold Capital Management
Ohio
$646K +$8.3K +19 +1%
LG
1959
LAM Group
Oregon
$644K – – –
MPM
1960
Meritage Portfolio Management
Kansas
$643K +$643K +1,471 New
RFN
1961
RDA Financial Network
Iowa
$643K +$200K +457 +45%
CBT
1962
Central Bank & Trust
Kentucky
$642K +$22.7K +52 +4%
DPW
1963
DiNuzzo Private Wealth
Pennsylvania
$641K +$641K +1,468 New
PBC
1964
Pavion Blue Capital
California
$640K -$42.8K -98 -6%
CIA
1965
Covington Investment Advisors
Pennsylvania
$638K -$37.1K -85 -5%
THL
1966
Tillman Hartley LLC
Colorado
$636K -$15.7K -36 -2%
SRWM
1967
Shira Ridge Wealth Management
California
$636K +$30.6K +70 +5%
CAM
1968
Clark Asset Management
New Hampshire
$636K -$293K -670 -32%
HFS
1969
Hoge Financial Services
Pennsylvania
$635K +$635K +1,454 New
FMN
1970
Financial Management Network
California
$634K -$13.8K -32 -2%
LA
1971
Lane & Associates
New Jersey
$634K +$87.4K +200 +16%
FWM
1972
Fairhaven Wealth Management
Illinois
$634K – – –
WCM
1973
Wealthcare Capital Management
Virginia
$631K -$231K -528 -27%
RBFC
1974
Roman Butler Fullerton & Co
Missouri
$631K +$631K +1,407 New
BWM
1975
Baystate Wealth Management
Massachusetts
$630K -$6.12K -14 -1%
77 78
79
80 81