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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 %
EC
801
EdgeRock Capital
Colorado
$6.67M -$827K -2,023 -11%
GCA
802
Gradient Capital Advisors
California
$6.65M -$187K -458 -3%
CSIC
803
Clifford Swan Investment Counsel
California
$6.62M -$163K -400 -2%
HT
804
Heritage Trust
Oklahoma
$6.59M -$12.2K -30 -0.2%
TWM
805
Tradition Wealth Management
Minnesota
$6.59M -$5.24M -12,862 -44%
Amundi
806
Amundi
France
$6.59M -$18.4M -45,204 -74%
HC
807
Hoese & Co
Minnesota
$6.59M -$220K -540 -3%
COI
808
Connable Office Inc
Michigan
$6.57M -$175K -429 -3%
SC
809
Sykon Capital
New York
$6.54M +$6.54M +16,069 New
HH
810
Hilltop Holdings
Texas
$6.48M +$1.56M +3,841 +32%
SDWMA
811
Schneider Downs Wealth Management Advisors
Pennsylvania
$6.45M +$61.5K +151 +1%
DI
812
DFPG Investments
Utah
$6.44M +$31.8K +76 +0.5%
RWM
813
Rockwood Wealth Management
Pennsylvania
$6.41M -$109K -267 -2%
LIA
814
LifePlan Investment Advisors
North Carolina
$6.41M +$6.41M +15,735 New
MPW
815
Monterey Private Wealth
California
$6.4M -$24.4K -60 -0.4%
BPCE
816
Bank Pictet & Cie (Europe)
Germany
$6.39M – – –
AFS
817
Annapolis Financial Services
Maryland
$6.36M -$529K -1,299 -8%
DIA
818
Dana Investment Advisors
Wisconsin
$6.34M -$1.37M -3,368 -18%
SAM
819
Sequent Asset Management
Texas
$6.31M +$118K +289 +2%
TIA
820
Traphagen Investment Advisors
New Jersey
$6.28M +$960K +2,357 +18%
BJL
821
Brighton Jones LLC
Washington
$6.25M +$370K +909 +6%
CCM
822
Canal Capital Management
Virginia
$6.24M – – –
HCM
823
Howland Capital Management
Massachusetts
$6.21M +$423K +1,035 +7%
MWM
824
Modera Wealth Management
New Jersey
$6.21M +$709K +1,741 +13%
FTUS
825
Flow Traders U.S.
New York
$6.21M +$6.21M +15,234 New
31 32
33
34 35