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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 %
PWIA
2001
Porter White Investment Advisors
Alabama
$599K +$9.61K +22 +2%
WKWM
2002
Walter & Keenan Wealth Management
Indiana
$599K +$3.06K +7 +0.5%
VWA
2003
VERITY Wealth Advisors
United States
$598K – – –
RWM
2004
Refined Wealth Management
Utah
$595K -$8.3K -19 -1%
CA
2005
CapWealth Advisors
Tennessee
$593K -$26.2K -60 -4%
SKK
2006
Shepherd Kaplan Krochuk
Massachusetts
$593K +$84.7K +194 +17%
SS
2007
Sunbelt Securities
Texas
$589K +$116K +266 +25%
MSG
2008
Main Street Group
Virginia
$588K +$588K +1,346 New
IC
2009
Inscription Capital
Texas
$588K +$35K +80 +6%
RCM
2010
Richardson Capital Management
Wisconsin
$587K +$587K +1,345 New
HAM
2011
Harmony Asset Management
Arizona
$585K +$585K +1,340 New
MCCP
2012
Mission Creek Capital Partners
California
$584K +$61.2K +140 +12%
SFG
2013
Synergy Financial Group
California
$584K -$155K -354 -21%
NL
2014
Navalign LLC
California
$583K +$151K +345 +35%
SAMT
2015
Select Asset Management & Trust
Pennsylvania
$583K +$583K +1,335 New
KAM
2016
Knightsbridge Asset Management
California
$583K +$83.5K +191 +17%
RW
2017
REDW Wealth
New Mexico
$583K – – –
CFO
2018
Custos Family Office
Texas
$582K -$79.1K -181 -12%
GAM
2019
Gould Asset Management
California
$579K -$4.37K -10 -0.7%
BFIC
2020
Bedell Frazier Investment Counselling
California
$577K -$2.18K -5 -0.4%
ACA
2021
Atlas Capital Advisors
Wyoming
$577K +$32.3K +74 +6%
MAM
2022
McLean Asset Management
Virginia
$575K +$4.73K +11 +0.8%
IAG
2023
Investmark Advisory Group
Connecticut
$575K +$575K +1,315 New
PCFFS
2024
Pacific Center for Financial Services
California
$572K +$1.75K +4 +0.3%
SFM
2025
Signet Financial Management
New Jersey
$570K – – –
79 80
81
82 83