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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 %
LA
776
Legacy Advisors
Pennsylvania
$7.21M -$663K -1,628 -8%
SMG
777
Smart Money Group
Texas
$7.2M -$85.9K -211 -1%
LNWWM
778
Laird Norton Wetherby Wealth Management
California
$7.18M -$54.2K -133 -0.7%
SFC
779
Strategic Financial Concepts
Texas
$7.16M -$317K -779 -4%
PFG
780
PAX Financial Group
Texas
$7.16M -$237K -582 -3%
CF
781
Copperwynd Financial
Arizona
$7.16M +$7.16M +17,574 New
FC
782
Family CFO
California
$7.14M -$50.1K -123 -0.7%
SL
783
Stevard LLC
Illinois
$7.11M -$36.2K -89 -0.5%
TCM
784
TD Capital Management
Tennessee
$7.08M +$26.5K +65 +0.4%
VFM
785
Valley Financial Management
New York
$7.03M -$235K -574 -3%
PFBT
786
Parkside Financial Bank & Trust
Missouri
$7.01M -$484K -1,189 -6%
NEPWA
787
New England Private Wealth Advisors
Massachusetts
$6.96M +$421K +1,033 +6%
MAM
788
Marotta Asset Management
Virginia
$6.96M +$6.96M +17,085 New
LWP
789
Laurel Wealth Planning
Minnesota
$6.92M -$45.6K -112 -0.7%
CWM
790
Connecticut Wealth Management
Connecticut
$6.9M +$1.08M +2,650 +19%
JIC
791
Joel Isaacson & Co
New York
$6.88M +$219K +538 +3%
FUBT
792
First United Bank & Trust
Maryland
$6.88M -$362K -890 -5%
PFS
793
Prospera Financial Services
Texas
$6.83M +$558K +1,370 +9%
VA
794
Verdad Advisers
Massachusetts
$6.8M +$6.8M +16,698 New
JWCA
795
J.W. Cole Advisors
Florida
$6.79M -$603K -1,481 -8%
NWA
796
Navis Wealth Advisors
New York
$6.78M – – –
AMI
797
Amica Mutual Insurance
Rhode Island
$6.75M +$6.75M +16,570 New
SSW
798
Smith Shellnut Wilson
Mississippi
$6.72M +$474K +1,163 +8%
ACP
799
Aveo Capital Partners
Colorado
$6.72M +$813K +1,995 +14%
WT
800
Whittier Trust
California
$6.68M -$5.3K -13 -0.1%
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