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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 %
GLA
2351
Great Lakes Advisors
Illinois
$291K +$6.55K +15 +2%
AFS
2352
Access Financial Services
Minnesota
$290K -$52.9K -121 -15%
SOAG
2353
Silver Oak Advisory Group
Oregon
$288K -$10K -23 -3%
SWA
2354
Strata Wealth Advisors
Texas
$288K +$39.7K +91 +16%
CWA
2355
Cornerstone Wealth Advisors
Minnesota
$287K – – –
GWAM
2356
Guardian Wealth Advisors (Minnesota)
Minnesota
$285K +$3.06K +7 +1%
SIG
2357
Sargent Investment Group
Maryland
$285K – – –
PFA
2358
Pathway Financial Advisers
Indiana
$285K +$46.7K +107 +20%
AT
2359
Arden Trust
Delaware
$283K -$44.6K -102 -14%
NWM
2360
NRI Wealth Management
California
$283K +$283K +649 New
ACA
2361
Affinity Capital Advisors
California
$282K +$1.75K +4 +0.6%
CI
2362
Ceera Investments
Texas
$282K – – –
TFP
2363
Triune Financial Partners
Kansas
$281K -$84.7K -194 -23%
NLP
2364
Next Level Private
New York
$280K – – –
JE
2365
JMAC Enterprises
Pennsylvania
$280K +$2.62K +6 +0.9%
CIC
2366
Chilton Investment Company
Connecticut
$280K – – –
MWM
2367
Mattern Wealth Management
Kansas
$280K +$280K +641 New
PCG
2368
Prosperity Consulting Group
Maryland
$278K +$50.2K +115 +22%
SDH
2369
Sloy Dahl & Holst
Washington
$278K +$278K +636 New
HSWS
2370
Higgins & Schmidt Wealth Strategies
Colorado
$278K +$278K +636 New
FA
2371
Fagan Associates
New York
$277K +$46.7K +107 +20%
VF
2372
Vawter Financial
Ohio
$277K +$277K +633 New
PWH
2373
Priebe Wealth Holdings
Minnesota
$276K +$276K +632 New
CWMU
2374
Caliber Wealth Management (Utah)
Utah
$276K +$7.42K +17 +3%
CWA
2375
Capital Wealth Alliance
Arizona
$276K +$276K +631 New
93 94
95
96 97