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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 %
ASW
1976
Astoria Strategic Wealth
Texas
$629K – – –
FCM
1977
Firestone Capital Management
Florida
$629K +$58.1K +133 +10%
WFL
1978
Wealth Forward LLC
North Dakota
$628K +$628K +1,437 New
IF
1979
Ironwood Financial
Arizona
$626K +$25.3K +58 +4%
AWC
1980
Abundance Wealth Counselors
Pennsylvania
$625K – – –
CAM
1981
Concorde Asset Management
Michigan
$624K -$41.4K -98 -6%
MIC
1982
Meridian Investment Counsel
California
$622K -$437 -1 -0.1%
HW
1983
Hedeker Wealth
Illinois
$622K +$362K +829 +140%
BAM
1984
Berkshire Asset Management
Pennsylvania
$621K – – –
SXL
1985
Summit X LLC
Missouri
$621K -$55.5K -127 -8%
DWG
1986
Darden Wealth Group
Michigan
$620K +$620K +1,420 New
SAM
1987
Summit Asset Management
Tennessee
$617K -$568K -1,300 -48%
BFP
1988
Beacon Financial Planning
Massachusetts
$616K -$17.9K -41 -3%
WCM
1989
WealthBridge Capital Management
Ohio
$615K -$324K -743 -35%
FIM
1990
Freedom Investment Management
Connecticut
$615K -$509K -1,166 -45%
IIA
1991
IPG Investment Advisors
California
$615K +$24K +55 +4%
LA
1992
Lakeside Advisors
Washington
$612K – – –
MPCA
1993
Madison Park Capital Advisors
Washington
$607K +$607K +1,391 New
XF
1994
XML Financial
Maryland
$606K +$31K +71 +5%
MA
1995
MONECO Advisors
Connecticut
$605K +$32.3K +74 +6%
BFG
1996
Bouchey Financial Group
New York
$604K +$18.3K +42 +3%
PPW
1997
Presilium Private Wealth
Pennsylvania
$604K +$33.6K +77 +6%
SWP
1998
Strategic Wealth Partners
Ohio
$603K +$128K +293 +27%
MWA
1999
Mills Wealth Advisors
Texas
$602K -$16.6K -38 -3%
ACM
2000
Arlington Capital Management
Illinois
$602K -$174K -399 -22%
78 79
80
81 82