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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 %
PFM
2451
Patton Fund Management
Texas
$232K – – –
MKC
2452
M. Kraus & Co
Vermont
$229K – – –
SA
2453
Sage Advisors
Colorado
$229K +$229K +525 New
PIM
2454
Penobscot Investment Management
Massachusetts
$229K +$229K +523 New
LCGC
2455
Legacy Capital Group California
California
$228K +$2.18K +5 +1%
AHC
2456
Adell Harriman & Carpenter
Texas
$227K +$227K +520 New
SC
2457
Stolper & Co
Oklahoma
$227K -$2.62K -6 -1%
CIA
2458
Cape Investment Advisory
Georgia
$227K +$56.8K +130 +33%
CAM
2459
Covenant Asset Management
New Jersey
$227K -$17K -39 -7%
GPA
2460
Garrison Point Advisors
California
$227K +$227K +519 New
I2I
2461
Insight 2811 Inc
Illinois
$226K -$2.62K -6 -1%
ECM
2462
Exchange Capital Management
Michigan
$226K – – –
KC
2463
Kingfisher Capital
North Carolina
$226K – – –
NPFS
2464
Novak & Powell Financial Services
Florida
$226K +$226K +517 New
UL
2465
Unionview LLC
Washington
$225K +$1.75K +4 +0.8%
PRS
2466
Pinkerton Retirement Specialists
Idaho
$224K -$81.7K -187 -27%
IA
2467
Inspire Advisors
Idaho
$224K +$224K +512 New
PFG
2468
Peterson Financial Group
Iowa
$223K +$223K +511 New
EFN
2469
Equita Financial Network
Pennsylvania
$223K -$37.5K -86 -14%
ACM
2470
Absolute Capital Management
Pennsylvania
$222K +$222K +509 New
MWM
2471
Meritas Wealth Management
California
$222K +$222K +509 New
HC
2472
Hamilton Capital
Ohio
$221K +$221K +507 New
CAM
2473
Claret Asset Management
Quebec, Canada
$221K +$221K +507 New
OPPS
2474
Obsidian Personal Planning Solutions
Maryland
$221K -$25.3K -58 -10%
UWPG
2475
Ullmann Wealth Partners Group
Florida
$220K +$220K +503 New
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99
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