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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 %
PL
576
Plancorp LLC
Missouri
$13.4M +$1.61M +3,941 +14%
RBC
577
Romano Brothers & Co
Illinois
$13.2M +$740K +1,818 +6%
IA
578
IFP Advisors
Florida
$13.1M +$57.8K +142 +0.4%
AP
579
Adero Partners
California
$13.1M – – –
SEP
580
Southland Equity Partners
Missouri
$13.1M +$893K +2,192 +7%
PA
581
PFG Advisors
Arizona
$13.1M -$384K -944 -3%
BSA
582
Braun Stacey Associates
New York
$13.1M -$11.2M -27,574 -46%
BTWM
583
Baker Tilly Wealth Management
Wisconsin
$13M +$391K +961 +3%
SWM
584
Sendero Wealth Management
Texas
$13M +$13M +31,803 New
Luther King Capital Management (LKCM)
585
Luther King Capital Management (LKCM)
Texas
$12.9M -$5.68M – –
Toronto Dominion Bank
586
Toronto Dominion Bank
Ontario, Canada
$12.9M -$12.2K -30 -0.1%
CWA
587
Continuum Wealth Advisors
New York
$12.9M +$12.9M +31,559 New
RCS
588
Retirement Capital Strategies
California
$12.8M -$439K -1,077 -3%
American Century Companies
589
American Century Companies
Missouri
$12.7M +$2.81M +6,900 +28%
CSWM
590
Cassady Schiller Wealth Management
Ohio
$12.7M +$584K +1,433 +5%
SW
591
SteelPeak Wealth
California
$12.7M +$10.6M +25,860 +490%
PA
592
Parkside Advisors
California
$12.7M -$1.55M -3,782 -11%
TA
593
TruWealth Advisors
Louisiana
$12.6M +$63.9K +157 +0.5%
IA
594
IFG Advisors
Missouri
$12.6M +$3.44M +8,458 +38%
BC
595
Burney Company
Virginia
$12.6M -$134K -330 -1%
VWA
596
V Wealth Advisors
Kansas
$12.6M +$217K +532 +2%
RIA
597
Regal Investment Advisors
Michigan
$12.6M +$108K +264 +0.9%
WA
598
Waverly Advisors
Alabama
$12.6M +$1.41M +3,473 +13%
STB
599
S&T Bank
Pennsylvania
$12.6M +$2.02M +4,962 +19%
BOSSRA
600
B.O.S.S. Retirement Advisors
Utah
$12.5M +$201K +493 +2%
22 23
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