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Vanguard S&P 500 ETF
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Overview Fund Activity

2,371 hedge funds and large institutions have $130B invested in Vanguard S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 205 funds opening new positions, 989 increasing their positions, 815 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,371
Holders Change
+94
Holders Change %
+4.13%
% of All Funds
37.39%
Holding in Top 10
555
Holding in Top 10 Change
+38
Holding in Top 10 Change %
+7.35%
% of All Funds
8.75%
New
205
Increased
989
Reduced
815
Closed
88
Calls
$836M
Puts
$574M
Net Calls
+$262M
Net Calls Change
+$35.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.22B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$894M
3
CM
Churchill Management
California
$370M
4
Bank of America
Bank of America
North Carolina
$8.9B
5
NAM
Nissay Asset Management
Japan
$280M

Top Sellers

1
SCP
Syntal Capital Partners
Texas
$32.9M
2
SWG
Summit Wealth Group
Vermont
$42.6M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$228M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.47B
5
FSCM
Front Street Capital Management
Montana
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
301
Twele Capital Management
Minnesota
$41.5M +$2.1M +5,163 +5%
ML
302
Mayport LLC
Massachusetts
$41.5M +$3.53M +8,668 +9%
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$41M +$7.11M +17,450 +21%
DWM
304
Dechtman Wealth Management
Colorado
$41M +$41M +100,623 New
BS
305
Banco Santander
Spain
$40.7M +$12.1M +29,807 +43%
SWA
306
Safir Wealth Advisors
New Hampshire
$40.2M -$377K -926 -0.9%
FSA
307
Financial Services Advisory
Maryland
$39.5M +$23M +56,371 +139%
GLA
308
Good Life Advisors
Pennsylvania
$39.4M +$799K +1,961 +2%
GBT
309
Grove Bank & Trust
Florida
$39.1M -$4.14M -10,155 -10%
LFA
310
Level Financial Advisors
New York
$38.8M +$246K +604 +0.6%
KA
311
Kearns & Associates
California
$38.6M – – –
HWA
312
Hillcrest Wealth Advisors
New Jersey
$38.5M -$2.42M -5,944 -6%
SMA
313
Sage Mountain Advisors
Georgia
$38.5M +$606K +1,489 +2%
1832 Asset Management
314
1832 Asset Management
Ontario, Canada
$38M -$50.9K -125 -0.1%
SAM
315
Sompo Asset Management
Japan
$38M +$3.09M +7,593 +9%
SC
316
Sierra Capital
Florida
$38M -$1.53M -3,752 -4%
HIF
317
Hill Island Financial
Michigan
$37.9M -$46K -113 -0.1%
PG
318
Proffitt & Goodson
Tennessee
$37.8M -$37.1K -91 -0.1%
HSBC Holdings
319
HSBC Holdings
United Kingdom
$37.5M -$36.4M -89,380 -49%
SC
320
Steph & Co
Wisconsin
$37.5M -$1.45M -3,548 -4%
FCH
321
Freestone Capital Holdings
Washington
$37.3M -$366K -898 -1%
EP
322
Eudaimonia Partners
Tennessee
$37M -$576K -1,415 -2%
OH
323
Oikos Holdings
New York
$37M -$3.54M -8,700 -9%
SWM
324
SigFig Wealth Management
California
$36.9M +$36.9M +91,678 New
AAMA
325
Advanced Asset Management Advisors
Ohio
$36.1M +$26.5K +65 +0.1%
11 12
13
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