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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 %
EWM
2126
Elevatus Welath Management
New York
$470K +$228K +521 +94%
BWL
2127
Beacon Wealthcare LLC
North Carolina
$470K +$47.2K +108 +11%
MTIC
2128
Missouri Trust & Investment Company
Missouri
$469K -$8.74K -20 -2%
RCP
2129
Rothschild Capital Partners
New York
$469K +$469K +1,073 New
6F
2130
626 Financial
Michigan
$468K -$407K -932 -47%
GFA
2131
Gallagher Fiduciary Advisors
Illinois
$467K -$12.7K -29 -3%
PWP
2132
Pursue Wealth Partners
California
$466K +$7.87K +18 +2%
PCMF
2133
Private Capital Management (Florida)
Florida
$464K +$40.6K +93 +10%
JPWM
2134
Jamison Private Wealth Management
Georgia
$463K -$30.1K -69 -6%
BOPW
2135
Brandywine Oak Private Wealth
Pennsylvania
$462K +$437 +1 +0.1%
GGS
2136
Galvin Gaustad & Stein
Arizona
$461K +$33.2K +76 +8%
MWAM
2137
Manhattan West Asset Management
California
$460K +$24.9K +57 +6%
FNBOMD
2138
First National Bank of Mount Dora
Florida
$460K – – –
CMP
2139
Coston McIsaac & Partners
Maine
$459K +$30.5K +70 +7%
WPC
2140
White Pine Capital
Minnesota
$459K – – –
JFA
2141
JNBA Financial Advisors
Minnesota
$458K – – –
SSWM
2142
Strait & Sound Wealth Management
California
$458K +$122K +278 +36%
SRCM
2143
Signature Resources Capital Management
California
$457K +$457K +1,046 New
BFWA
2144
Benchmark Financial Wealth Advisors
Florida
$455K +$3.06K +7 +0.7%
Two Sigma Investments
2145
Two Sigma Investments
New York
$454K +$454K +1,040 New
VAG
2146
VisionPoint Advisory Group
Texas
$454K +$295K +677 +187%
HWMG
2147
Hurlow Wealth Management Group
Indiana
$453K -$7.43K -17 -2%
PA
2148
Perennial Advisors
New York
$451K +$48.9K +112 +12%
SCM
2149
Schnieders Capital Management
California
$446K -$109K -250 -20%
LGG
2150
Luts & Greenleigh Group
Maryland
$446K -$190K -435 -30%
84 85
86
87 88