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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 %
FSA
401
Financial Sense Advisors
California
$26.8M -$4.58M -11,234 -15%
AAM
402
Ameraudi Asset Management
New York
$26.8M +$1.03M +2,530 +4%
RG
403
Rathbones Group
United Kingdom
$26.7M +$4.95M +12,150 +23%
HWM
404
HB Wealth Management
Georgia
$26.7M +$813K +1,997 +3%
CW
405
CIC Wealth
Maryland
$26.5M +$947K +2,326 +4%
AWA
406
Arete Wealth Advisors
Illinois
$25.9M +$1.04M +2,560 +4%
CWA
407
CM Wealth Advisors
Ohio
$25.8M +$1.84M +4,393 +8%
AC
408
Applied Capital
Arkansas
$25.5M +$627K +1,539 +3%
MCC
409
Money Concepts Capital
Florida
$25.4M -$252M -618,228 -91%
CIBC World Market
410
CIBC World Market
Ontario, Canada
$25.3M +$272K +669 +1%
BWM
411
BerganKDV Wealth Management
Minnesota
$25.3M +$738K +1,812 +3%
New York State Common Retirement Fund
412
New York State Common Retirement Fund
New York
$25.1M -$22.2M -54,528 -47%
RA
413
Rational Advisors
New York
$25M -$1.58M -3,869 -6%
AO
414
Advisor OS
Illinois
$24.9M +$18.9M +46,454 +314%
ASN
415
Advisory Services Network
Georgia
$24.9M +$3.19M +7,828 +15%
COCM
416
Charter Oak Capital Management
New Hampshire
$24.8M -$1.06M -2,613 -4%
MCM
417
Manchester Capital Management
Vermont
$24.8M -$1.68M -4,115 -6%
ABC
418
Associated Banc-Corp
Wisconsin
$24.6M -$130K -318 -0.5%
CWC
419
Carolinas Wealth Consulting
North Carolina
$24.6M -$65.4K -160 -0.3%
SFG
420
Sage Financial Group
Pennsylvania
$24.4M +$123K +302 +0.5%
TA
421
Tiedemann Advisors
New York
$24.4M -$5.98M -14,626 -20%
BFG
422
Bleakley Financial Group
New Jersey
$24.3M -$765K -1,879 -3%
CSIA
423
Conrad Siegel Investment Advisors
Pennsylvania
$24.3M +$2.18M +5,343 +10%
CH
424
Canton Hathaway
Rhode Island
$24.2M – – –
VCM
425
Virtue Capital Management
Tennessee
$24M +$16.4M +40,372 +218%
15 16
17
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