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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 %
HFAS
2401
Hummer Financial Advisory Services
Illinois
$259K – – –
SP
2402
Successful Portfolios
Florida
$257K +$30.6K +70 +13%
SP
2403
Stonebrook Private
Michigan
$256K +$256K +587 New
SFC
2404
Swisher Financial Concepts
Ohio
$255K +$255K +586 New
KFP
2405
KMG Fiduciary Partners
Ohio
$255K +$8.74K +20 +4%
PAWA
2406
Palo Alto Wealth Advisors
California
$254K -$20.1K -46 -7%
GMFG
2407
Greater Midwest Financial Group
Minnesota
$253K +$253K +580 New
NC
2408
NinePointTwo Capital
California
$252K +$27K +62 +12%
KCM
2409
KRS Capital Management
Michigan
$252K +$437 +1 +0.2%
SNBOSCI
2410
Security National Bank of Sioux City Iowa
Iowa
$252K +$10.9K +25 +5%
PWM
2411
Palumbo Wealth Management
New York
$251K +$1.31K +3 +0.5%
IFPG
2412
Intrepid Financial Planning Group
Indiana
$251K – – –
OPWM
2413
Oxinas Partners Wealth Management
Indiana
$250K -$1.31K -3 -0.5%
CIS
2414
Connors Investor Services
Pennsylvania
$250K -$76.5K -175 -23%
RMCM
2415
Reynders McVeigh Capital Management
Massachusetts
$249K +$249K +570 New
CWM
2416
CCG Wealth Management
California
$248K -$23.6K -54 -9%
SCP
2417
Seizert Capital Partners
Michigan
$248K +$248K +567 New
VWWMG
2418
Vermillion & White Wealth Management Group
Pennsylvania
$247K +$247K +566 New
CAM
2419
Carret Asset Management
New York
$247K -$40.2K -92 -14%
MCIA
2420
Mountain Capital Investment Advisors
Colorado
$247K -$28.8K -66 -10%
ACG
2421
Allen Capital Group
Nebraska
$246K +$437 +1 +0.2%
BMWM
2422
Brown Miller Wealth Management
Virginia
$245K +$245K +560 New
TMWM
2423
Taylor & Morgan Wealth Management
Michigan
$244K +$244K +558 New
BA
2424
Ballew Advisors
Mississippi
$244K – – –
SWP
2425
Summit Wealth Partners
Florida
$243K +$243K +557 New
95 96
97
98 99