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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 %
CA
651
CSM Advisors
Pennsylvania
$10.4M -$631K -1,550 -6%
GWANC
652
Guardian Wealth Advisors (North Carolina)
North Carolina
$10.4M +$1.17M +2,850 +13%
BWFA
653
Baltimore-Washington Financial Advisors
Maryland
$10.3M +$3.3M +8,096 +47%
CBC
654
Coombe, Bender & Co
New York
$10.3M +$285K +700 +3%
G
655
Gainplan
Michigan
$10.2M +$468K +1,148 +5%
CBB
656
Citizens Business Bank
California
$10.2M -$865K -2,123 -8%
CIM
657
Corda Investment Management
Texas
$10.2M -$825K -2,025 -7%
CA
658
Claro Advisors
Massachusetts
$10.2M +$2.61M +6,401 +35%
PCM
659
Piedmont Capital Management
Montana
$10.1M +$10.1M +24,872 New
LODC
660
Lanham O'Dell & Company
West Virginia
$10.1M +$848K +2,083 +9%
DCM
661
Disciplina Capital Management
Tennessee
$10.1M +$595K +1,460 +6%
NG
662
Northstar Group
New York
$10.1M +$522K +1,281 +5%
RFP
663
Roth Financial Partners
Texas
$10.1M +$165K +405 +2%
BTW
664
Boston Trust Walden
Massachusetts
$10M +$395K +971 +4%
CS
665
Comerica Securities
Michigan
$10M +$2.53M +6,184 +34%
SHJ
666
Sharkey, Howes & Javer
Colorado
$10M +$6.13M +15,056 +157%
AC
667
Abbrea Capital
California
$10M -$4.5K -11 -0%
OCM
668
One Capital Management
California
$9.98M +$1.38M +3,394 +16%
BSSFA
669
Baron Silver Stevens Financial Advisors
Florida
$9.98M +$1.45M +3,563 +17%
AC
670
ASB Consultores
Florida
$9.96M +$33.8K +83 +0.3%
AWM
671
Abound Wealth Management
Tennessee
$9.94M +$74.5K +183 +0.8%
PVH
672
Psagot Value Holdings
Israel
$9.94M -$3.75M -9,314 -27%
USCWA
673
U.S. Capital Wealth Advisors
Texas
$9.94M +$5.27M +12,935 +113%
SC
674
Soundwatch Capital
Connecticut
$9.93M -$1.01M -2,321 -9%
RPGK
675
Retirement Planning Group (Kansas)
Kansas
$9.93M -$105K -259 -1%
25 26
27
28 29