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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 %
PNC
926
Park National Corp
Ohio
$4.81M +$224K +550 +5%
SIAG
927
Safeguard Investment Advisory Group
California
$4.8M -$220K -539 -4%
AWAG
928
ARS Wealth Advisors Group
Florida
$4.78M -$1.81M -4,450 -27%
MFA
929
Mayflower Financial Advisors
Massachusetts
$4.78M +$27.7K +68 +0.6%
CB
930
Cadence Bank
Mississippi
$4.74M +$551K +1,353 +13%
BCG
931
Breakwater Capital Group
New Jersey
$4.74M -$271K -666 -5%
MSWMA
932
Market Street Wealth Management Advisors
Indiana
$4.71M -$25.7K -63 -0.5%
LTL
933
Lowery Thomas LLC
California
$4.71M +$117K +287 +3%
WW
934
Waterfront Wealth
Kansas
$4.67M -$592K -1,413 -11%
T. Rowe Price Associates
935
T. Rowe Price Associates
Maryland
$4.63M +$4.63M +11,366 New
CG
936
Cynosure Group
Utah
$4.62M +$4.62M +11,343 New
SQA
937
Simon Quick Advisors
New Jersey
$4.59M +$1.36M +3,333 +42%
CA
938
Cullinan Associates
Kentucky
$4.56M – – –
GCL
939
Gouws Capital LLC
North Carolina
$4.55M +$26.5K +65 +0.6%
GFS
940
GYL Financial Synergies
Connecticut
$4.55M -$143K -351 -3%
DOA
941
D'Orazio & Associates
Virginia
$4.55M +$31.4K +77 +0.7%
PL
942
Parthenon LLC
Kentucky
$4.53M -$8.96K -22 -0.2%
TF
943
Tompkins Financial
New York
$4.52M -$180K -443 -4%
FPF
944
First Pacific Financial
Washington
$4.51M +$16.3K +40 +0.4%
FFS
945
Founders Financial Securities
Maryland
$4.51M +$1.87M +4,596 +71%
BMD
946
Better Money Decisions
New Mexico
$4.48M +$196K +482 +5%
WFPG
947
Waller Financial Planning Group
Ohio
$4.47M -$115K -283 -3%
EFL
948
ERn Financial LLC
Wisconsin
$4.46M -$105K -259 -2%
PWW
949
Pettyjohn Wood & White
Virginia
$4.45M +$39.5K +97 +0.9%
CFAM
950
Coury Firm Asset Management
Pennsylvania
$4.43M +$87.2K +214 +2%
36 37
38
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