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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 %
CTC
376
Central Trust Company
Missouri
$29.8M +$4.96M +12,169 +20%
BRWA
377
B. Riley Wealth Advisors
Florida
$29.7M +$2.92M +7,152 +11%
Deutsche Bank
378
Deutsche Bank
Germany
$29.7M -$22K -54 -0.1%
Wellington Management Group
379
Wellington Management Group
Massachusetts
$29.7M – – –
RC
380
Roundview Capital
New Jersey
$29.6M +$3.54M +8,692 +14%
SAM
381
Securian Asset Management
Minnesota
$29.2M -$929K -2,280 -3%
AA
382
Aufman Associates
Pennsylvania
$29.1M -$502K -1,232 -2%
BF
383
BOK Financial
Oklahoma
$29.1M -$171K -419 -0.6%
GC
384
Garde Capital
Washington
$29M +$28.9M +70,935 +23,031%
JFG
385
JDM Financial Group
Texas
$29M -$274K -672 -0.9%
TCB
386
Texas Capital Bancshares
Texas
$29M +$1.63M +4,010 +6%
IA
387
IFG Advisory
Georgia
$28.5M +$2.48M +6,078 +9%
MWC
388
MBM Wealth Consultants
Missouri
$28.4M +$3.87M +9,455 +16%
Legacy Financial Group (Iowa)
389
Legacy Financial Group (Iowa)
Iowa
$28.3M +$9.8M +24,063 +53%
MIC
390
Means Investment Company
Maine
$28.2M +$5.84M +14,345 +26%
PIA
391
Pinion Investment Advisors
Kansas
$28.2M +$8.73M +21,442 +45%
AW
392
Avion Wealth
Texas
$27.9M -$24K -59 -0.1%
Carson Wealth (CWM LLC)
393
Carson Wealth (CWM LLC)
Nebraska
$27.9M +$1.27M +3,122 +5%
IFAM
394
Institutional & Family Asset Management
Colorado
$27.7M -$63.5K -156 -0.2%
GRP
395
Global Retirement Partners
California
$27.5M +$1.67M +4,090 +6%
BHWA
396
Beacon Harbor Wealth Advisors
Virginia
$27.3M +$26.2M +64,358 +2,429%
CI
397
Conning Inc
Connecticut
$27.2M -$1.04M -2,550 -4%
RWRC
398
R.W. Roge & Company
New York
$27.2M +$1.11M +2,721 +4%
HAS
399
HBW Advisory Services
California
$26.9M +$26.9M +66,161 New
LNC
400
Lincoln National Corp
Pennsylvania
$26.9M +$1.85M +4,552 +7%
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