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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 %
BBWP
701
Beacon Bridge Wealth Partners
Pennsylvania
$9.09M -$112K -276 -1%
Nomura Asset Management
702
Nomura Asset Management
Japan
$9.05M +$500K +1,228 +6%
AIA
703
Alera Investment Advisors
Illinois
$9.04M – – –
HPWM
704
High Pines Wealth Management
Massachusetts
$9.04M +$387K +951 +4%
BWIA
705
Bryant Woods Investment Advisors
New York
$8.96M +$410K +1,007 +5%
WB
706
WesBanco Bank
West Virginia
$8.91M -$2.04M -5,007 -19%
ECM
707
Evergreen Capital Management
Washington
$8.86M +$593K +1,455 +7%
AIP
708
Almanack Investment Partners
Pennsylvania
$8.83M +$13.4K +33 +0.2%
RCA
709
Resonant Capital Advisors
Wisconsin
$8.83M -$1.46M -3,572 -14%
CA
710
Crewe Advisors
Utah
$8.77M -$2.21M -5,422 -20%
AWE
711
Avidian Wealth Enterprises
Texas
$8.77M +$4.84M +11,893 +123%
SWPG
712
Strategic Wealth Partners Group
Illinois
$8.73M -$334K -819 -4%
NAS
713
Nicolet Advisory Services
Wisconsin
$8.73M +$1.48M +3,662 +20%
IWM
714
IHT Wealth Management
Illinois
$8.71M -$731K -1,796 -8%
EHC
715
Everett Harris & Co
California
$8.71M +$68.8K +169 +0.8%
SFG
716
Sunburst Financial Group
Alabama
$8.68M -$2.85K -7 -0%
FCC
717
Flower City Capital
New York
$8.68M -$127K -311 -1%
GD
718
Grandfield & Dodd
New York
$8.64M – – –
KW
719
KWB Wealth
California
$8.61M -$1.6M -3,940 -16%
ACI
720
Alpha Cubed Investments
California
$8.55M -$2.19M -5,382 -20%
CWA
721
Canvas Wealth Advisors
Kansas
$8.55M -$1.22M -2,934 -13%
LWIC
722
Leith Wheeler Investment Counsel
British Columbia, Canada
$8.47M – – –
WAM
723
WNY Asset Management
New York
$8.47M +$6.03M +14,805 +247%
IGWM
724
ICA Group Wealth Management
Colorado
$8.46M -$1.7M -4,180 -17%
RIM
725
Redwood Investment Management
Arizona
$8.45M +$156K +383 +2%
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