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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 %
LA
2426
LPF Advisors
Florida
$243K +$243K +556 New
JF
2427
Joule Financial
Kentucky
$242K +$242K +555 New
HWP
2428
Heritage Wealth Partners
Ohio
$242K +$1.31K +3 +0.5%
CA
2429
Cornerstone Advisory
Maryland
$242K -$875 -2 -0.4%
IWM
2430
Integris Wealth Management
California
$240K – – –
BMC
2431
Benin Management Corp
Connecticut
$240K +$240K +550 New
REMPR
2432
Roof Eidam Maycock Peralta (REMP)
California
$238K – – –
SHWM
2433
Smith & Howard Wealth Management
Georgia
$238K +$238K +546 New
MAM
2434
Morse Asset Management
Connecticut
$238K -$2.18K -5 -0.9%
MFS
2435
McNamara Financial Services
Massachusetts
$238K – – –
LCM
2436
Lazari Capital Management
California
$237K -$20.5K -47 -8%
SPG
2437
Strategic Planning Group
Utah
$236K +$236K +541 New
HCM
2438
Hudson Capital Management
New Jersey
$236K +$236K +541 New
ICM
2439
IMS Capital Management
Oregon
$235K +$235K +539 New
MWA
2440
Moser Wealth Advisors
Washington
$235K +$185K +423 +368%
MWP
2441
Moller Wealth Partners
$235K +$235K +538 New
CIG
2442
Cullen Investment Group
Louisiana
$235K +$235K +538 New
CL
2443
CIM LLC
New York
$235K +$235K +503 New
SMDAM
2444
Sumitomo Mitsui DS Asset Management
Japan
$235K -$28K -64 -11%
WWM
2445
Wolff Wiese Magana
California
$234K -$2.22M -5,072 -90%
PCA
2446
Private Capital Advisors
Connecticut
$234K – – –
DSA
2447
Droms Strauss Advisors
Missouri
$234K +$5.68K +13 +2%
QPBE
2448
Quintet Private Bank (Europe)
Luxembourg
$233K – – –
HHGA
2449
Halbert Hargrove Global Advisors
California
$233K +$233K +534 New
FA
2450
FC Advisory
Pennsylvania
$233K +$233K +533 New
96 97
98
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