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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 %
AA
426
Alta Advisers
United Kingdom
$23.9M -$1.1M -2,698 -4%
RA
427
RFG Advisory
Alabama
$23.8M +$1.17M +2,864 +5%
PFA
428
Pure Financial Advisors
California
$23.8M -$718K -1,764 -3%
FPCP
429
Fort Point Capital Partners
California
$23.8M +$9.54M +23,429 +67%
RWG
430
Ratio Wealth Group
Colorado
$23.6M +$23.6M +58,056 New
SA
431
Scarborough Advisors
Maryland
$23.6M +$706K +1,733 +3%
BSW
432
Buckingham Strategic Wealth
Missouri
$23.4M +$7.92M +19,438 +51%
LFGH
433
Lee Financial Group Hawaii
Hawaii
$23.4M +$7.14M +17,529 +44%
PAI
434
Pittenger & Anderson Inc
Nebraska
$23.3M -$228K -560 -1%
VC
435
Vicus Capital
Pennsylvania
$23.3M -$1.87M -4,586 -7%
FSCM
436
Front Street Capital Management
Montana
$23.3M -$380M -933,396 -94%
AWM
437
Avior Wealth Management
Nebraska
$23.2M +$521K +1,279 +2%
MG
438
Mather Group
Illinois
$23M +$17M +41,663 +280%
WFAG
439
Wescott Financial Advisory Group
Pennsylvania
$23M -$216K -531 -0.9%
TCM
440
Thomist Capital Management
Texas
$22.8M +$13.9M +34,618 +157%
RFM
441
Royal Fund Management
Florida
$22.8M +$1.12M +2,742 +5%
State Street
442
State Street
Massachusetts
$22.8M -$669K -1,643 -3%
PCMC
443
Private Capital Management (Colorado)
Colorado
$22.6M -$730K -1,792 -3%
YDMI
444
Y.D. More Investments
Israel
$22.6M +$1.3M +3,199 +6%
UF
445
Univest Financial
Pennsylvania
$22.4M -$543K -1,333 -2%
TPCW
446
TD Private Client Wealth
New York
$22.4M +$47.7K +117 +0.2%
JWM
447
Jackson Wealth Management
Florida
$22.3M +$22.3M +54,850 New
GC
448
GFG Capital
Florida
$22.2M -$127K -311 -0.6%
AF
449
Allworth Financial
California
$22.2M -$424K -1,041 -2%
WPA
450
West Paces Advisors
Georgia
$21.9M +$324K +796 +2%
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