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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 %
YAVAPFMC
826
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$6.2M +$6.2M +15,300 New
BBNA
827
Bremer Bank National Association
Minnesota
$6.19M -$20.4K -50 -0.3%
SYBT
828
Stock Yards Bank & Trust
Kentucky
$6.18M -$217K -533 -3%
TPM
829
Triasima Portfolio Management
Quebec, Canada
$6.17M +$8.09K +15 +0.1%
AAS
830
Ameritas Advisory Services
Nebraska
$6.16M -$759K -1,883 -11%
VCM
831
Vision Capital Management
Oregon
$6.14M -$65.6K -161 -1%
DDC
832
DF Dent & Co
Maryland
$6.14M – – –
CSPIA
833
Cary Street Partners Investment Advisory
Virginia
$6.13M +$249K +612 +4%
BWM
834
BCGM Wealth Management
Indiana
$6.12M +$2.15M +5,289 +54%
DWM
835
Defined Wealth Management
Oregon
$6.11M +$1.17M +2,880 +24%
TFS
836
Thoroughbred Financial Services
Tennessee
$6.1M +$154K +378 +3%
SGWM
837
Sterling Group Wealth Management
California
$6.08M -$81.9K -201 -1%
EWM
838
Endurance Wealth Management
Rhode Island
$6.08M +$8.15K +20 +0.1%
MAA
839
Matrix Asset Advisors
New York
$6.08M +$765K +1,878 +14%
NW
840
NewEdge Wealth
Pennsylvania
$6.06M +$984K +2,417 +19%
PTC
841
Private Trust Company
Ohio
$6.03M -$54.6K -134 -0.9%
IIM
842
InTrack Investment Management
Vermont
$6.02M -$428K -1,050 -7%
SFA
843
Sequoia Financial Advisors
Ohio
$6.01M +$1.5M +3,690 +33%
FWI
844
Facet Wealth Inc
Maryland
$5.99M +$426K +1,029 +8%
ZIG
845
Zuckerman Investment Group
Illinois
$5.93M +$336K +826 +6%
GFPC
846
Global Financial Private Client
Florida
$5.92M -$26.1K -64 -0.4%
SAM
847
Secure Asset Management
Michigan
$5.91M +$328K +806 +6%
SMFG
848
Sumitomo Mitsui Financial Group
Japan
$5.89M +$399K +980 +7%
CC
849
Courier Capital
New York
$5.85M +$5.2M +12,772 +799%
MFWM
850
Motley Fool Wealth Management
Virginia
$5.84M -$3.24M -7,951 -36%
32 33
34
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