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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 %
HBW
2326
Hazlett, Burt & Watson
West Virginia
$303K +$58.9K +135 +24%
HHRDM
2327
H&H Retirement Design & Management
Nevada
$302K – – –
EL
2328
Envoi LLC
Minnesota
$301K – – –
LOIP
2329
Live Oak Investment Partners
Texas
$301K -$273K – –
WW
2330
Westshore Wealth
California
$300K -$6.56K -15 -2%
FTWA
2331
Fifth Third Wealth Advisors
Ohio
$300K +$300K +687 New
NJIM
2332
Nabity-Jensen Investment Management
Nebraska
$300K +$300K +687 New
KWA
2333
Kellett Wealth Advisors
Ohio
$300K +$43.7K +100 +17%
TAM
2334
Tucker Asset Management
Colorado
$300K +$167K +383 +126%
FFO
2335
Fortitude Family Office
Arizona
$300K +$300K +686 New
MLA
2336
My Legacy Advisors
Oregon
$299K -$7.44K -17 -2%
CCA
2337
Conservest Capital Advisors
Pennsylvania
$299K +$436 +1 +0.1%
MHC
2338
Meyer Handelman Company
New York
$297K +$297K +681 New
SFC
2339
Sprinkle Financial Consultants
Colorado
$296K +$296K +678 New
JC
2340
Jentner Corp
Ohio
$296K -$4.81K -11 -2%
MG
2341
MilWealth Group
Wisconsin
$296K – – –
SVWG
2342
Shared Vision Wealth Group
United States
$295K +$295K +675 New
SF
2343
SWP Financial
California
$294K +$294K +673 New
SCM
2344
Stonehearth Capital Management
Massachusetts
$294K – – –
CFO
2345
Colony Family Offices
North Carolina
$294K – – –
MWS
2346
Maxwell Wealth Strategies
California
$294K +$294K +672 New
LFG
2347
Lockerman Financial Group
California
$293K -$2.18K -5 -0.7%
CBA
2348
Coastal Bridge Advisors
Connecticut
$293K +$293K +670 New
FM
2349
Foster & Motley
Ohio
$292K -$27.5K -63 -9%
RA
2350
Rodgers & Associates
Pennsylvania
$292K +$4.37K +10 +2%
92 93
94
95 96