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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
+$5.61B
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$417M
3
CM
Churchill Management
California
+$370M
4
Bank of America
Bank of America
North Carolina
+$370M
5
NAM
Nissay Asset Management
Japan
+$280M

Top Sellers

1
SCP
Syntal Capital Partners
Texas
-$33.3B
2
SWG
Summit Wealth Group
Vermont
-$16B
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$15.8B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.8B
5
FSCM
Front Street Capital Management
Montana
-$380M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
351
Northeast Investment Management
Massachusetts
$32.4M +$444K +1,091 +1%
GWP
352
Gateway Wealth Partners
Wisconsin
$32.4M -$503K -1,234 -2%
F4L
353
Fortune 45 LLC
Louisiana
$32.4M +$13.2M +32,488 +69%
CL
354
Choreo LLC
Illinois
$32.3M +$140K +342 +0.4%
CCM
355
Ciovacco Capital Management
Georgia
$32.3M +$30.3M +74,433 +1,558%
AA
356
AJ Advisors
Tennessee
$32.1M +$70.9K +174 +0.2%
OL
357
Optas LLC
Texas
$31.9M -$4.89K -12 -0%
SLF
358
Sun Life Financial
Ontario, Canada
$31.6M +$210K +515 +0.7%
EWP
359
Engrave Wealth Partners
Texas
$31.6M +$62.7K +154 +0.2%
BP
360
BBR Partners
New York
$31.5M -$90.4K -222 -0.3%
SPC
361
Sigma Planning Corp
Michigan
$31.4M +$859K +2,108 +3%
RA
362
Resolute Advisors
California
$31.2M +$1.63M +3,984 +6%
OWM
363
Olympus Wealth Management
Utah
$31.1M -$792K -1,944 -2%
VanEck Associates
364
VanEck Associates
New York
$31M +$31M +76,189 New
FWM
365
ForthRight Wealth Management
Georgia
$31M +$718K +1,763 +2%
FG
366
Fiduciary Group
Georgia
$30.9M +$384K +943 +1%
PFM
367
Phillips Financial Management
Indiana
$30.8M +$764K +1,877 +3%
CGPCS
368
Capital Group Private Client Services
California
$30.8M +$245K +601 +0.8%
AWM
369
Angeles Wealth Management
California
$30.5M +$9.5M +23,317 +45%
CB
370
Commerce Bank
Missouri
$30.4M -$1.01M -2,491 -3%
OWP
371
Obermeyer Wealth Partners
Colorado
$30.3M -$2.87M -7,057 -9%
MA
372
Mutual Advisors
Nebraska
$30.2M +$131K +321 +0.4%
GT
373
Greenleaf Trust
Michigan
$30.1M -$116K -285 -0.4%
SFA
374
Souders Financial Advisors
Ohio
$30M -$252K -619 -0.8%
PGWM
375
Parisi Gray Wealth Management
New Jersey
$30M +$987K +2,625 +3%
13 14
15
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