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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 %
IAA
451
Independent Advisor Alliance
North Carolina
$21.9M +$1.87M +4,596 +9%
CSIA
452
Carl Stuart Investment Advisor
Texas
$21.9M -$253K -622 -1%
GG
453
GenWealth Group
New Jersey
$21.8M +$628K +1,543 +3%
FNBOO
454
First National Bank of Omaha
Nebraska
$21.4M +$756K +1,855 +4%
BAM
455
Banta Asset Management
California
$21.3M -$1.15M -2,834 -5%
BCM
456
Basso Capital Management
Connecticut
$21.2M -$685K -1,682 -3%
EWM
457
Evercore Wealth Management
New York
$21.2M +$3.56M +8,749 +20%
AWA
458
AmeriServ Wealth Advisors
Pennsylvania
$21.1M +$16.5M +40,547 +357%
RWA
459
Rooted Wealth Advisors
Illinois
$21.1M +$17.8M +43,756 +547%
FHB
460
First Hawaiian Bank
Hawaii
$21M +$16.9M +41,434 +406%
ACA
461
Aspire Capital Advisors
Washington
$21M +$133K +326 +0.6%
3IP
462
3Chopt Investment Partners
Virginia
$20.8M +$5.02M +12,284 +32%
MFP
463
Meridian Financial Partners
Virginia
$20.7M +$20.7M +49,928 New
SWA
464
SOA Wealth Advisors
New York
$20.7M -$55.4K -136 -0.3%
Franklin Resources
465
Franklin Resources
California
$20.6M +$2.9M +7,122 +16%
TSW
466
Thompson Siegel & Walmsley
Virginia
$20.5M -$206K -505 -1%
FHA
467
First Horizon Advisors
Tennessee
$20.4M -$2.92M -7,164 -13%
SAA
468
Southeast Asset Advisors
Georgia
$20.4M -$50.5K -124 -0.2%
CFB
469
Cullen/Frost Bankers
Texas
$20.2M -$603K -1,481 -3%
PWLP
470
Prio Wealth Limited Partnership
Massachusetts
$20.2M +$1.58M +3,882 +8%
OHWP
471
Oak Harbor Wealth Partners
North Carolina
$20M +$742K +1,823 +4%
CFSG
472
Clark Financial Services Group
Missouri
$19.7M +$120K +295 +0.6%
OC
473
Oppenheimer & Co
New York
$19.6M -$632K -1,552 -3%
SF
474
Synovus Financial
Georgia
$19.6M +$3.33M +8,173 +20%
WJWM
475
Williams Jones Wealth Management
New York
$19.6M +$154K +378 +0.8%
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