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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 %
CWM
2101
Cahill Wealth Management
Michigan
$485K +$3.5K +8 +0.7%
WA
2102
Waterford Advisors
New York
$485K -$61.2K -140 -11%
LF
2103
Lee Financial
Texas
$485K +$437 +1 +0.1%
HSG
2104
Helen Stephens Group
Texas
$484K +$3.06K +7 +0.6%
AIFAIM
2105
American Institute for Advanced Investment Management
Arizona
$484K – – –
MWP
2106
Meredith Wealth Planning
Illinois
$483K +$10.9K +25 +2%
CAM
2107
Campion Asset Management
Virginia
$480K – – –
HG
2108
Harbor Group
New Hampshire
$479K +$135K +310 +39%
DP
2109
Denver PWM
Colorado
$479K +$199K +463 +71%
AWA
2110
Aquire Wealth Advisors
Utah
$478K +$23.2K +53 +5%
EWM
2111
Executive Wealth Management
Michigan
$478K -$17.5K -40 -4%
WCA
2112
Waypoint Capital Advisors
Minnesota
$477K +$96.5K +221 +25%
CWM
2113
Cahaba Wealth Management
Georgia
$476K -$10.9K -25 -2%
CA
2114
Cresta Advisors
Texas
$475K – – –
EP
2115
Essential Planning
New Hampshire
$475K +$150K +344 +46%
DP
2116
Dearborn Partners
Illinois
$474K +$20.5K +47 +5%
CF
2117
Clarity Financial
Texas
$473K -$230K -526 -33%
SPI
2118
Santori & Peters Inc
Pennsylvania
$473K -$6.99K -16 -1%
TCA
2119
Trifecta Capital Advisors
Illinois
$472K +$206K +471 +77%
CFAM
2120
Center For Asset Management
Florida
$472K -$58.6K -134 -11%
BAM
2121
Bayshore Asset Management
Florida
$472K – – –
TFP
2122
Tilia Fiduciary Partners
North Carolina
$472K +$15.3K +35 +3%
DA
2123
Drake & Associates
Wisconsin
$471K – – –
AIA
2124
Armor Investment Advisors
North Carolina
$471K – – –
FCFC
2125
First Citizens Financial Corp
Iowa
$470K -$110K -252 -19%
83 84
85
86 87