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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 %
HFG
676
Heron Financial Group
New York
$9.92M -$176K -433 -2%
MCM
677
MAI Capital Management
Ohio
$9.88M -$27.3K -67 -0.3%
AWM
678
Adams Wealth Management
Utah
$9.81M -$334K -819 -3%
BC
679
Bowman & Company
Wisconsin
$9.8M -$4.98M -12,199 -34%
PAG
680
Private Advisory Group
Washington
$9.79M -$79K -194 -0.8%
MFA
681
McClarren Financial Advisors
Pennsylvania
$9.75M -$16.7K -41 -0.2%
OCFG
682
O'Connor Financial Group
Illinois
$9.74M +$626K +1,537 +7%
MI
683
Mercer Investments
Massachusetts
$9.71M -$108K -266 -1%
RPC
684
Rossmore Private Capital
Connecticut
$9.68M -$125K -308 -1%
WCFA
685
Walkner Condon Financial Advisors
Wisconsin
$9.64M +$158K +389 +2%
ASI
686
Advisory Services & Investments
Oregon
$9.64M +$661K +1,622 +7%
MIA
687
MMBG Investment Advisors
Florida
$9.56M -$3.07M -7,630 -24%
FAB
688
First American Bank
Illinois
$9.56M -$28.9K -71 -0.3%
SLI
689
Sumitomo Life Insurance
Japan
$9.48M +$9.48M +24,500 New
GT
690
Glenview Trust
Kentucky
$9.44M +$1.16M +2,853 +14%
SWM
691
Spire Wealth Management
Virginia
$9.44M -$5.22M -12,819 -36%
FPAS
692
Focus Partners Advisor Solutions
Missouri
$9.36M +$1.33M +3,268 +17%
BSB
693
Bangor Savings Bank
Maine
$9.29M +$114K +279 +1%
AIM
694
Avity Investment Management
Connecticut
$9.24M +$7.3M +17,921 +376%
HWP
695
Highline Wealth Partners
California
$9.23M +$355K +871 +4%
ACM
696
Alamar Capital Management
California
$9.23M +$578K +1,420 +7%
WFA
697
West Financial Advisors
Iowa
$9.23M -$87.6K -215 -0.9%
KSWA
698
Kathleen S. Wright Associates
Pennsylvania
$9.2M +$512K +1,257 +6%
RWA
699
Ropes Wealth Advisors
Massachusetts
$9.16M +$122K +299 +1%
MWM
700
Merriman Wealth Management
Washington
$9.11M -$65.2K -160 -0.7%
26 27
28
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