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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 %
TF
2151
TLWM Financial
Texas
$443K +$79.1K +181 +22%
PBF
2152
Petix & Botte Financial
California
$441K – – –
HFM
2153
Hartford Financial Management
Connecticut
$441K +$4.37K +10 +1%
IFA
2154
Interactive Financial Advisors
Illinois
$441K +$377K +9,260 +591%
CWM
2155
Chesapeake Wealth Management
Virginia
$438K -$874 -2 -0.2%
TI
2156
tru Independence
Oregon
$438K – – –
FTC
2157
Farmers Trust Company
Ohio
$437K – – –
RSS
2158
Rosenblum Silverman Sutton
California
$437K – – –
FFWA
2159
FRG Family Wealth Advisors
Washington
$437K +$15.3K +35 +4%
SIAS
2160
Summit Investment Advisory Services
Minnesota
$436K +$3.06K +7 +0.7%
LNB
2161
Ledyard National Bank
$435K – – –
APWA
2162
Atlas Private Wealth Advisors
New Jersey
$434K +$38.8K +89 +10%
MIAS
2163
Mason Investment Advisory Services
Virginia
$432K +$53.7K +123 +14%
CPW
2164
Catalyst Private Wealth
California
$432K +$432K +988 New
CC
2165
Capital Counsel
New York
$430K +$65.5K +150 +18%
AUB
2166
Atlantic Union Bankshares
Virginia
$429K – – –
SA
2167
Sicart Associates
New York
$429K +$162K +371 +61%
CAG
2168
Curtis Advisory Group
California
$428K -$558K -1,278 -57%
C
2169
CEDRUS
Colorado
$428K +$65.5K +150 +18%
GIM
2170
Goelzer Investment Management
Indiana
$427K -$5.68K -13 -1%
DFG
2171
Dupree Financial Group
Kentucky
$427K +$427K +977 New
GGI
2172
Godsey & Gibb Inc
Virginia
$426K -$14.8K -34 -3%
IWP
2173
Innova Wealth Partners
Pennsylvania
$426K +$165K +378 +63%
CSA
2174
Cottage Street Advisors
Massachusetts
$426K +$3.47K +8 +0.8%
HFS
2175
Howard Financial Services
Texas
$425K +$12.7K +29 +3%
85 86
87
88 89