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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 %
BSAM
526
Blue Square Asset Management
New York
$16.2M +$11M +27,126 +215%
FIA
527
Foundations Investment Advisors
Arizona
$16.1M +$3.6M +8,838 +29%
HAC
528
Harbor Advisory Corp
New Hampshire
$16.1M +$63.1K +155 +0.4%
IFS
529
Intelligent Financial Strategies
Minnesota
$16M +$228K +557 +1%
PIMJS
530
PKO Investment Management Joint-Stock
Poland
$16M -$80.2K -197 -0.5%
BCIM
531
Bishop & Co Investment Management
Pennsylvania
$16M +$15.9M +6,493,148 +40,580%
AF
532
Apexium Financial
Texas
$16M -$101K -247 -0.6%
EWA
533
Exencial Wealth Advisors
Oklahoma
$15.9M +$393K +964 +3%
PFM
534
Peak Financial Management
Massachusetts
$15.8M -$246K -604 -2%
MFT
535
Moisand Fitzgerald Tamayo
Florida
$15.7M -$484K -1,188 -3%
JFG
536
Jefferies Financial Group
New York
$15.7M -$245K -602 -2%
OP
537
ORG Partners
Indiana
$15.5M +$774K +1,896 +5%
FNT
538
First National Trust
Pennsylvania
$15.5M +$4.85M +11,902 +46%
AWM
539
Apollon Wealth Management
South Carolina
$15.4M +$1.07M +2,618 +7%
SI
540
Stephens Inc
Arkansas
$15.4M -$321K -787 -2%
SFPM
541
Sensible Financial Planning & Management
Massachusetts
$15.3M -$2.39M -5,862 -13%
FMC
542
First Merchants Corp
Indiana
$15.3M +$349K +857 +2%
FMII
543
Farmers & Merchants Investments Inc
Nebraska
$15.1M -$101K -249 -0.7%
MMPW
544
Mitchell McLeod Pugh & Williams
Alabama
$15.1M +$1.12M +2,749 +8%
CIA
545
Caerus Investment Advisors
Texas
$15M +$988K +2,427 +7%
LFA
546
Landmark Financial Advisors
Kentucky
$15M -$294K -722 -2%
RWMH
547
Riverpoint Wealth Management Holdings
Illinois
$15M +$67.2K +165 +0.5%
SB
548
Strategic Blueprint
Georgia
$14.9M +$5.98M +14,693 +67%
GWM
549
Geneos Wealth Management
Colorado
$14.9M +$4.02M +9,864 +37%
EWA
550
EverSource Wealth Advisors
Alabama
$14.8M -$138K -340 -0.9%
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