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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 %
IAA
851
Ironsides Asset Advisors
North Carolina
$5.83M -$305K -750 -5%
PA
852
Pinnacle Associates
New York
$5.81M +$287K +704 +5%
HIA
853
Harbor Investment Advisory
Maryland
$5.8M +$687K +1,686 +13%
VWA
854
Visionary Wealth Advisors
Illinois
$5.8M +$1.74M +4,271 +43%
BWP
855
BSW Wealth Partners
Colorado
$5.78M -$198K -486 -3%
SFCL
856
Strengthening Families & Communities LLC
Massachusetts
$5.78M -$740K -1,817 -11%
DWM
857
Dakota Wealth Management
Florida
$5.75M +$496K +1,217 +9%
CAG
858
Csenge Advisory Group
Florida
$5.75M +$384K +944 +7%
UW
859
Unique Wealth
Florida
$5.73M -$30.1K -74 -0.5%
SIC
860
Salem Investment Counselors
North Carolina
$5.72M +$368K +901 +7%
CDH
861
Charles D. Hyman
$5.66M +$48.1K +118 +0.9%
PCIA
862
Prime Capital Investment Advisors
Kansas
$5.64M +$2.21M +5,427 +64%
APC
863
Asset Planning Corporation
Tennessee
$5.61M -$29.3K -72 -0.5%
YIA
864
YHB Investment Advisors
Connecticut
$5.59M -$407 -1 -0%
AG
865
Ascent Group
Virginia
$5.58M -$2.1M -5,098 -27%
AIC
866
Ayalon Insurance Company
Israel
$5.58M +$5.58M +13,710 New
CCM
867
Coerente Capital Management
Ontario, Canada
$5.58M – – –
WP
868
WealthSource Partners
California
$5.56M -$344K -844 -6%
MWM
869
Meridian Wealth Management
Kentucky
$5.56M -$63.1K -155 -1%
WWM
870
Western Wealth Management
Colorado
$5.56M -$111K -272 -2%
PIP
871
Peachtree Investment Partners
Florida
$5.54M +$4.78M +11,732 +627%
KFG
872
Kingdom Financial Group
Arizona
$5.51M +$5.51M +13,535 New
MFS
873
Monetta Financial Services
Illinois
$5.5M – – –
SIA
874
Schear Investment Advisers
Ohio
$5.48M +$414K +1,016 +8%
AWM
875
Activest Wealth Management
Florida
$5.48M +$1.22M +4,006 +29%
33 34
35
36 37