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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 %
AWMG
2376
Alliance Wealth Management Group
New Jersey
$275K +$275K +630 New
AAM
2377
Aureus Asset Management
Massachusetts
$274K – – –
LWAM
2378
Legacy Wealth Asset Management
Minnesota
$273K – – –
RL
2379
Rogco LP
Oklahoma
$272K – – –
TCPWM
2380
Traverso Chambers Private Wealth Management
California
$272K – – –
KOCAA
2381
Knights of Columbus Asset Advisors
Connecticut
$270K +$17K +39 +7%
SWP
2382
Semus Wealth Partners
Florida
$270K -$37.6K -86 -12%
SEI Investments
2383
SEI Investments
Pennsylvania
$270K -$86K -197 -24%
RW
2384
RVW Wealth
California
$268K – – –
CWM
2385
CIBC World Markets
New York
$268K +$3.06K +7 +1%
CHC
2386
City Holding Co
West Virginia
$268K -$8.74K -20 -3%
PSB
2387
Piscataqua Savings Bank
New Hampshire
$268K +$437 +1 +0.2%
SEM
2388
Suncoast Equity Management
Florida
$267K -$40.6K -93 -13%
CAL
2389
Capital Analysts LLC
Pennsylvania
$267K +$55.3K +127 +26%
SCI
2390
S&CO Inc
Massachusetts
$266K – – –
UWM
2391
USAdvisors Wealth Management
Minnesota
$266K +$266K +610 New
MWP
2392
MYCIO Wealth Partners
Pennsylvania
$265K +$1.31K +3 +0.5%
TCM
2393
Telos Capital Management
California
$264K -$20.1K -46 -7%
OCM
2394
Orleans Capital Management
Louisiana
$262K -$94.3K -216 -26%
LC
2395
Lincoln Capital
Nebraska
$262K +$437 +1 +0.2%
LCM
2396
Lunt Capital Management
Utah
$261K – – –
WFP
2397
Wrenne Financial Planning
Kentucky
$261K +$261K +598 New
LJAC
2398
L.J. Altfest & Co
New York
$261K +$437 +1 +0.2%
LI
2399
Lafayette Investments
Maryland
$260K – – –
DFA
2400
DHJJ Financial Advisors
Illinois
$260K +$437 +1 +0.2%
94 95
96
97 98