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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 %
LL
2276
LWMG LLC
Minnesota
$342K -$7.43K -17 -2%
SIC
2277
Sterling Investment Counsel
New York
$340K -$437 -1 -0.1%
IPW
2278
Inlet Private Wealth
Florida
$338K -$21.8K -50 -6%
CISOA
2279
Capital Investment Services of America
Wisconsin
$337K +$12.2K +28 +4%
CSC
2280
Caldwell Sutter Capital
California
$337K – – –
IWS
2281
Integrity Wealth Solutions
Colorado
$336K +$336K +768 New
FW
2282
FirstPurpose Wealth
Utah
$335K -$15.3K -35 -4%
EB
2283
Eastern Bank
Massachusetts
$332K +$332K +761 New
SC
2284
Sinecera Capital
Texas
$332K +$2.62K +6 +0.8%
EFG
2285
Ehrlich Financial Group
California
$332K +$332K +760 New
MLFP
2286
MPS Loria Financial Planners
Illinois
$329K – – –
AJ
2287
Ashburton (Jersey)
Jersey
$329K – – –
WAM
2288
Weatherly Asset Management
California
$328K – – –
TA
2289
TrueWealth Advisors
Alabama
$328K +$328K +751 New
APS
2290
American Planning Services
Florida
$328K -$45.9K -105 -12%
EL
2291
EMFO LLC
Florida
$328K – – –
RIA
2292
RPG Investment Advisory
California
$328K +$328K +750 New
SAM
2293
Sawgrass Asset Management
Florida
$328K +$328K +750 New
PAM
2294
Pegasus Asset Management
New York
$327K +$437 +1 +0.1%
EK
2295
Evensky & Katz
Florida
$326K +$24.9K +57 +8%
HWA
2296
Heartwood Wealth Advisors
Virginia
$326K – – –
BCFS
2297
Butensky & Cohen Financial Security
Florida
$324K +$17K +39 +6%
AFG
2298
ABLE Financial Group
Arizona
$324K -$136K -312 -30%
RSVP
2299
Ramsay Stattman Vela & Price
Colorado
$323K -$57.6K -132 -15%
GCM
2300
Gables Capital Management
Florida
$323K -$43.7K -100 -12%
90 91
92
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