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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 %
LFAS
726
Level Four Advisory Services
Texas
$8.42M +$491K +1,205 +6%
FHA
727
Flagship Harbor Advisors
Massachusetts
$8.39M -$2.09M -5,133 -20%
WTA
728
Washington Trust Advisors
Massachusetts
$8.39M -$753K -1,850 -8%
FFA
729
First Foundation Advisors
California
$8.35M +$86.3K +212 +1%
WP
730
Westmount Partners
California
$8.34M -$185K -454 -2%
WG
731
Welch Group
Alabama
$8.31M +$312K +765 +4%
1IA
732
1834 Investment Advisors
Wisconsin
$8.3M +$1.3M +3,183 +19%
DAS
733
Dynamic Advisor Solutions
Arizona
$8.28M +$3.63M +8,910 +78%
KL
734
KilterHowling LLC
Colorado
$8.23M +$74.1K +182 +0.9%
FFP
735
FourThought Financial Partners
Florida
$8.21M -$103K -254 -1%
SFS
736
Security Financial Services
Indiana
$8.13M +$72.5K +178 +0.9%
CW
737
CreativeOne Wealth
Kansas
$8.08M +$1.52M +3,723 +23%
FNBSF
738
First National Bank Sioux Falls
South Dakota
$8.05M +$1.65M +4,046 +26%
ZCM
739
Ziegler Capital Management
Illinois
$8.04M -$458K -1,125 -5%
B
740
Bailard
California
$7.99M +$82.7K +203 +1%
HIMC
741
Heritage Investors Management Corp
Maryland
$7.96M +$464K +1,138 +6%
AF
742
Affiance Financial
Minnesota
$7.95M -$62.3K -153 -0.8%
PB
743
Pinnacle Bancorp
Nebraska
$7.86M +$68.8K +169 +0.9%
CFC
744
Coyle Financial Counsel
Illinois
$7.85M +$95.7K +235 +1%
HP
745
Hikari Power
Japan
$7.82M – – –
NRI
746
NFP Retirement Inc
California
$7.78M +$845K +2,074 +12%
WSCM
747
Wellington Shields Capital Management
New York
$7.67M -$553K -1,358 -7%
JIC
748
Johnson Investment Counsel
Ohio
$7.67M +$209K +514 +3%
LSA
749
Lansing Street Advisors
Pennsylvania
$7.67M +$4.31M +10,593 +129%
KA
750
Kovack Advisors
Florida
$7.65M +$484K +1,189 +7%
28 29
30
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