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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 %
UB
976
UMB Bank
Missouri
$4.2M +$532K +1,305 +14%
BFS
977
Bradley Foster & Sargent
Connecticut
$4.2M +$1.38M +3,381 +49%
CT
978
Coastline Trust
Rhode Island
$4.2M +$41.5K +102 +1%
WDL
979
Well Done LLC
Michigan
$4.19M -$341K -837 -8%
IP
980
Ignite Planners
California
$4.18M +$366K +909 +10%
SIC
981
Sigma Investment Counselors
Michigan
$4.16M +$71.3K +175 +2%
CWP
982
Curated Wealth Partners
California
$4.16M +$457K +1,122 +12%
PA
983
Procyon Advisors
Connecticut
$4.11M +$3.28M +8,060 +398%
ACIM
984
Azimuth Capital Investment Management
Michigan
$4.1M -$116K -285 -3%
CCT
985
Capital City Trust
Florida
$4.09M +$754K +1,851 +23%
BCMLT
986
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.05M +$639K +1,570 +19%
LWM
987
Lionsbridge Wealth Management
Florida
$4.05M +$4.05M +9,932 New
SAM
988
Silverhawk Asset Management
Arizona
$4.03M -$29.3K -72 -0.7%
LSIA
989
LaSalle St. Investment Advisors
Illinois
$4.01M -$1.8M -4,412 -31%
BRC
990
Bishop Rock Capital
New York
$3.99M -$342K -839 -8%
CAMG
991
CWA Asset Management Group
Florida
$3.99M -$120K -295 -3%
SFS
992
Summit Financial Strategies
Ohio
$3.99M -$5.7K -14 -0.1%
BA
993
Bluesphere Advisors
Pennsylvania
$3.98M +$1.37M +3,371 +53%
CFD
994
Creative Financial Designs
Indiana
$3.98M +$364K +893 +10%
VCP
995
Verus Capital Partners
Arizona
$3.96M +$699K +1,717 +21%
AIS
996
American Investment Services
Massachusetts
$3.95M +$53.8K +132 +1%
SIA
997
Soltis Investment Advisors
Utah
$3.94M -$669K -1,642 -15%
BCA
998
Bay Colony Advisors
Massachusetts
$3.93M +$489K +1,200 +14%
JEST
999
JTC Employer Solutions Trustee
Jersey
$3.92M +$1.05M +2,590 +37%
RIM
1000
Rockbridge Investment Management
New York
$3.9M -$11K -27 -0.3%
38 39
40
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