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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 %
FAG
2076
Fortitude Advisory Group
Washington
$503K +$3.06K +7 +0.6%
TGAM
2077
TBH Global Asset Management
Tennessee
$502K -$19.2K -44 -4%
FC
2078
Forte Capital
New York
$501K -$45.4K -104 -8%
DTC
2079
Davidson Trust Company
Washington
$501K +$64.7K +148 +15%
BP
2080
Broadleaf Partners
Ohio
$501K -$211K -482 -30%
LHWM
2081
Lake Hills Wealth Management
Texas
$500K – – –
EGA
2082
Eagle Global Advisors
Texas
$499K – – –
KIG
2083
Kennedy Investment Group
New Jersey
$498K +$248K +567 +99%
VAM
2084
Verity Asset Management
North Carolina
$498K -$19.7K -45 -4%
S
2085
Sachetta
Massachusetts
$498K +$498K +1,139 New
APF
2086
Alaska Permanent Fund
Alaska
$498K – – –
BRG
2087
Bay Rivers Group
Virginia
$496K +$3.06K +7 +0.6%
RFG
2088
Range Financial Group
Oregon
$496K +$3.93K +9 +0.8%
WHG
2089
Westwood Holdings Group
Texas
$496K – – –
SIM
2090
Sterling Investment Management
Arizona
$496K -$632K -1,448 -56%
HR
2091
Howe & Rusling
New York
$496K +$162K +371 +49%
RMC
2092
Resources Management Corp
Connecticut
$495K +$20.1K +46 +4%
UAG
2093
United Advisor Group
Ohio
$492K +$492K +1,125 New
ARG
2094
Advisory Resource Group
Oklahoma
$491K +$114K +260 +30%
EL
2095
Essex LLC
Illinois
$491K +$2.62K +6 +0.5%
TWM
2096
Triton Wealth Management
Arizona
$490K -$11.6K -27 -2%
OWM
2097
Opes Wealth Management
California
$489K -$89.1K -204 -15%
SAM
2098
Strategy Asset Managers
California
$488K +$874 +2 +0.2%
ERWM
2099
Elk River Wealth Management
Colorado
$487K +$3.06K +7 +0.6%
LWM
2100
Lodestone Wealth Management
Washington
$486K +$129K +296 +36%
82 83
84
85 86