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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 %
RSA
2026
River Street Advisors
Illinois
$570K +$24.9K +57 +5%
CIAS
2027
CBIZ Investment Advisory Services
Ohio
$568K – – –
VDBMI
2028
Van Den Berg Management I
Texas
$560K +$551K +1,262 +6,010%
LAM
2029
Lakewood Asset Management
Illinois
$559K – – –
RPWA
2030
Regent Peak Wealth Advisors
Georgia
$558K -$81.7K -187 -13%
APW
2031
Austin Private Wealth
Texas
$553K +$156K +358 +39%
MW
2032
MBL Wealth
North Carolina
$551K +$72.9K +167 +15%
PFG
2033
Pacific Financial Group
Washington
$550K -$30.1K -69 -5%
OFP
2034
OLIO Financial Planning
Virginia
$550K -$3.5K -8 -0.6%
WTFG
2035
Wells Trecaso Financial Group
Ohio
$549K +$13.5K +31 +3%
OIM
2036
Opus Investment Management
Massachusetts
$546K -$96.1K -220 -15%
DCBT
2037
Dakota Community Bank & Trust
North Dakota
$546K +$44.6K +102 +9%
DWA
2038
Delap Wealth Advisory
Oregon
$545K +$318K +729 +140%
GP
2039
Girard Partners
Pennsylvania
$544K -$437 -1 -0.1%
HIG
2040
Heritage Investment Group
Florida
$542K – – –
VNA
2041
Valley National Advisers
Pennsylvania
$539K +$536K +1,230 +20,500%
MF
2042
Montis Financial
Massachusetts
$539K +$83K +190 +18%
SWIG
2043
Strategic Wealth Investment Group
Kentucky
$538K +$538K +1,232 New
TVWM
2044
Tower View Wealth Management
Wisconsin
$538K +$3.5K +8 +0.7%
AA
2045
Addison Advisors
Vermont
$534K +$120K +274 +29%
TCM
2046
Tradewinds Capital Management
Washington
$533K +$108K +248 +26%
CSB
2047
City State Bank
Iowa
$532K +$30.6K +70 +6%
TFO
2048
Tarbox Family Office
California
$532K +$437 +1 +0.1%
TWM
2049
Trueblood Wealth Management
Ohio
$532K +$532K +1,217 New
PCH
2050
PGIM Custom Harvest
New Jersey
$530K +$246K +564 +87%
80 81
82
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