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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 %
SCM
951
SevenOneSeven Capital Management
Pennsylvania
$4.42M -$111K -272 -2%
SFG
952
Sovereign Financial Group
Connecticut
$4.42M +$161K +395 +4%
PFGIA
953
Patriot Financial Group Insurance Agency
Massachusetts
$4.41M +$73.3K +180 +2%
PVI
954
Pine Valley Investments
New Jersey
$4.4M +$3.35M +8,207 +316%
Mitsubishi UFJ Asset Management
955
Mitsubishi UFJ Asset Management
Japan
$4.4M -$442K -1,086 -9%
BBPWM
956
Blue Bell Private Wealth Management
Pennsylvania
$4.4M +$255K +625 +6%
NDSI
957
Newman Dignan & Sheerar Inc
Rhode Island
$4.38M +$76.2K +187 +2%
EWM
958
Empirical Wealth Management
Washington
$4.36M -$198K -487 -4%
PCA
959
Pallas Capital Advisors
Massachusetts
$4.35M +$415K +1,002 +11%
CSPAM
960
Cary Street Partners Asset Management
Virginia
$4.35M +$95.3K +234 +2%
WIP
961
WealthCare Investment Partners
Rhode Island
$4.35M +$559K +1,374 +15%
DA
962
Detalus Advisors
Missouri
$4.32M +$50.5K +124 +1%
BMM
963
Berkshire Money Management
Massachusetts
$4.32M -$120K -294 -3%
Wealth Enhancement Advisory Services
964
Wealth Enhancement Advisory Services
Minnesota
$4.29M -$59.5K -146 -1%
MGWM
965
Marks Group Wealth Management
Minnesota
$4.27M – – –
MCM
966
Mattern Capital Management
Colorado
$4.26M +$4.26M +10,471 New
SIA
967
Stegner Investment Associates
Kentucky
$4.26M – – –
KBFS
968
Kohmann Bosshard Financial Services
Ohio
$4.26M +$198K +487 +5%
MP
969
McDonald Partners
Ohio
$4.25M +$10.2K +25 +0.2%
MTWM
970
Masso Torrence Wealth Management
New Jersey
$4.25M +$1.02M +2,505 +32%
JCM
971
Jacobi Capital Management
Pennsylvania
$4.25M +$815 +2 +0%
2L
972
25 LLC
Missouri
$4.25M -$19.4K -47 -0.5%
BAG
973
Bridgewealth Advisory Group
California
$4.23M +$78.2K +192 +2%
SI
974
Saxon Interests
Texas
$4.22M -$22.4K -55 -0.5%
BOM
975
Bank of Marin
California
$4.2M -$26.5K -65 -0.6%
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