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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 %
TFP
601
TrueWealth Financial Partners
Washington
$12.4M +$53.4K +131 +0.4%
VST
602
Van Strum & Towne
California
$12.3M -$121K -296 -1%
EPA
603
Element Pointe Advisors
Florida
$12.3M -$251K -617 -2%
SWA
604
Sutton Wealth Advisors
Florida
$12.1M +$641K +1,573 +6%
DC
605
DeDora Capital
California
$12.1M -$867K -2,130 -7%
SWA
606
Stratos Wealth Advisors
Ohio
$12M +$145K +355 +1%
Millennium Management
607
Millennium Management
New York
$12M +$4.72M +11,586 +65%
WWC
608
Waypoint Wealth Counsel
Georgia
$11.9M -$551K -1,352 -4%
LPAM
609
Lodestar Private Asset Management
California
$11.8M -$101K -247 -0.8%
BWM
610
Benchmark Wealth Management
Connecticut
$11.8M +$118K +290 +1%
AC
611
Avory & Company
Florida
$11.7M – – –
LIA
612
LBMC Investment Advisors
Tennessee
$11.7M -$162K -397 -1%
Kovitz Investment Group Partners
613
Kovitz Investment Group Partners
Illinois
$11.7M -$10.2M -25,082 -47%
CA
614
Crumly & Associates
Illinois
$11.7M -$939K -2,305 -7%
PA
615
Parallel Advisors
California
$11.6M +$1.32M +3,234 +13%
EPM
616
Elm Partners Management
Pennsylvania
$11.6M -$72.5K -178 -0.6%
MLIC
617
Mandatum Life Insurance Company
Finland
$11.5M +$322K +790 +3%
AAMC
618
Asset Allocation & Management Company
Illinois
$11.5M +$142K +349 +1%
MW
619
Marcum Wealth
Ohio
$11.5M -$621K -1,524 -5%
CFMC
620
Curbstone Financial Management Corp
New Hampshire
$11.4M -$224K -550 -2%
DWT
621
Dorsey & Whitney Trust
South Dakota
$11.4M -$28.1K -69 -0.2%
EWA
622
Evolution Wealth Advisors
Florida
$11.4M +$718K +1,763 +7%
PI
623
Pachira Investments
California
$11.3M +$10.1M +24,917 +846%
AAG
624
Armstrong Advisory Group
Massachusetts
$11.3M -$34.2K -84 -0.3%
H
625
HoyleCohen
California
$11.3M +$354K +869 +3%
23 24
25
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