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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 %
SAG
551
SageView Advisory Group
California
$14.7M +$2.88M +7,062 +24%
TWC
552
TD Waterhouse Canada
Ontario, Canada
$14.7M +$2.16M +5,204 +17%
CWM
553
Certus Wealth Management
California
$14.7M +$14.7M +36,016 New
ACM
554
Ategra Capital Management
Virginia
$14.7M -$113K -278 -0.8%
SIG
555
Stonegate Investment Group
Alabama
$14.6M -$257K -632 -2%
DWP
556
Daymark Wealth Partners
Ohio
$14.5M +$10.3M +25,325 +245%
MA
557
MKT Advisors
California
$14.5M +$220K +523 +2%
CFA
558
CWS Financial Advisors
Michigan
$14.5M +$773K +1,899 +6%
MNBTD
559
Moody National Bank Trust Division
Texas
$14.5M +$5.84M +14,340 +68%
CW
560
Cook Wealth
North Carolina
$14.5M +$6.97M +16,753 +93%
NSIM
561
North Star Investment Management
Illinois
$14.4M -$2.85K -7 -0%
NGA
562
Naples Global Advisors
Florida
$14.4M -$20.4K -50 -0.1%
ACA
563
Aptus Capital Advisors
Alabama
$14.4M +$2.37M +5,824 +20%
FBT
564
First Bank & Trust
South Dakota
$14.3M -$2.22M -5,442 -13%
ATC
565
Argent Trust Co
Tennessee
$14.2M +$1.28M +3,149 +10%
PFA
566
Professional Financial Advisors
Nebraska
$14.1M +$2.89M +7,086 +26%
VVP
567
Venture Visionary Partners
Ohio
$14.1M -$1.17M -2,872 -8%
BAM
568
Brave Asset Management
New Jersey
$14M -$99K -243 -0.7%
APG
569
Abacus Planning Group
South Carolina
$13.9M +$52.1K +128 +0.4%
MFGP
570
Marshall Financial Group (Pennsylvania)
Pennsylvania
$13.9M +$591K +1,452 +4%
FPWM
571
FSB Premier Wealth Management
Iowa
$13.8M -$616K -1,512 -4%
KWM
572
Kingsview Wealth Management
Oregon
$13.7M +$1.47M +3,618 +12%
CIC
573
Carnegie Investment Counsel
Ohio
$13.6M +$246K +603 +2%
GEM
574
Global Endowment Management
North Carolina
$13.6M -$72.1K -177 -0.5%
CAG
575
Crestwood Advisors Group
Massachusetts
$13.4M +$422K +1,035 +3%
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