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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.

Holders
2,655
Holders Change
+256
Holders Change %
+10.67%
% of All Funds
38.94%
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
1
Morgan Stanley
New York
$15.8B
2
Goldman Sachs
2
Goldman Sachs
New York
$6.58B
3
Cerity Partners
3
Cerity Partners
New York
$1.22B
4
FI
4
FJ Investments
Utah
$904M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$589M

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$4.74B
2
FA
2
Fiducient Advisors
Illinois
$52.8M
3
UCFA
3
United Capital Financial Advisors
Texas
$883M
4
CI
4
Clal Insurance
Israel
$33.4M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$5.49B
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$15.8B 36,208,356 +19,089,556 +112%
RJA
2
Raymond James & Associates
Florida
$10.1B 23,203,848 +383,340 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.98B 22,840,105 +1,233,726 +6%
Bank of America
4
Bank of America
North Carolina
$9.54B 21,836,317 -22,357 -0.1%
Goldman Sachs
5
Goldman Sachs
New York
$6.58B 15,057,984 +3,938,441 +35%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.49B 12,567,649 -944,571 -7%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$4.74B 10,852,026 -7,775,398 -42%
AA
8
Acorns Advisers
California
$3.44B 7,879,011 +82,119 +1%
Wells Fargo
9
Wells Fargo
California
$1.84B 4,217,243 +383,000 +10%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.71B 3,919,580 +39,335 +1%
LPL Financial
11
LPL Financial
California
$1.7B 3,900,211 +17,388 +0.4%
Ameriprise
12
Ameriprise
Minnesota
$1.68B 3,854,773 +54,006 +1%
Mercer Global Advisors
13
Mercer Global Advisors
Colorado
$1.42B 3,241,012 +383,345 +13%
AssetMark Inc
14
AssetMark Inc
California
$1.36B 3,105,727 -4,374 -0.1%
UBS Group
15
UBS Group
Switzerland
$1.34B 3,073,578 +163,990 +6%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.28B 2,922,673 -376,665 -11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.27B 2,910,244 +138,100 +5%
NMIFOAC
18
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.24B 2,827,650 – –
Cerity Partners
19
Cerity Partners
New York
$1.22B 8,877,995 +7,943,467 +850%
Truist Financial
20
Truist Financial
North Carolina
$996M 2,280,997 +60,167 +3%
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
$958M 2,192,666 -20,484 -0.9%
ELFC
22
E-L Financial Corp
Ontario, Canada
$954M 1,653,657 -1 -0%
FI
23
FJ Investments
Utah
$904M 2,069,894 +2,069,894 New
UCFA
24
United Capital Financial Advisors
Texas
$883M 2,021,264 -1,939,542 -49%
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$860M 1,969,349 +91,503 +5%
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