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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 %
LBC
1026
Lowe Brockenbrough & Co
Virginia
$3.64M -$176K -430 -5%
PWMAG
1027
Pinnacle Wealth Management Advisory Group
New Jersey
$3.63M +$208K +511 +6%
HIP
1028
HUB Investment Partners
Texas
$3.62M +$1.69M +4,156 +88%
FFG
1029
Frisch Financial Group
New York
$3.62M -$353K -867 -9%
GL
1030
Graypoint LLC
New York
$3.6M -$181K -445 -5%
IFO
1031
Independent Family Office
New York
$3.6M – – –
XWM
1032
Xcel Wealth Management
Florida
$3.6M +$5.3K +13 +0.1%
IAIM
1033
International Assets Investment Management
Florida
$3.6M +$500K +1,227 +16%
RZH
1034
Relyea Zuckerberg Hanson
Connecticut
$3.59M +$1.53M +3,757 +74%
BEC
1035
Blue Edge Capital
Virginia
$3.58M – – –
BL
1036
BFSG LLC
California
$3.55M -$176K -431 -5%
TCOV
1037
Trust Company of Vermont
Vermont
$3.54M +$343K +843 +11%
TFA
1038
Trinity Financial Advisors
Ohio
$3.54M +$75.3K +185 +2%
WCM
1039
Windham Capital Management
Massachusetts
$3.54M – – –
CFO
1040
Callan Family Office
Pennsylvania
$3.54M +$753K +1,850 +27%
AI
1041
Auour Investments
Massachusetts
$3.53M +$3.53M +8,661 New
AMR
1042
Asset Management Resources
Massachusetts
$3.51M -$81K -199 -2%
PWM
1043
Prosperity Wealth Management
California
$3.5M +$1.23M +3,025 +54%
SFFS
1044
Stonehage Fleming Financial Services
Jersey
$3.47M +$3.47M +8,552 New
BCM
1045
BTC Capital Management
Iowa
$3.46M -$7.18M -17,628 -67%
GC
1046
Grimes & Company
Massachusetts
$3.44M -$241K -592 -7%
LWM
1047
Liberty Wealth Management
California
$3.44M +$52.1K +128 +2%
WF
1048
Warner Financial
Maryland
$3.43M +$69.2K +170 +2%
AMCA
1049
Arthur M. Cohen & Associates
Illinois
$3.42M -$46.8K -115 -1%
ESB
1050
Essex Savings Bank
Connecticut
$3.4M +$20.4K +50 +0.6%
40 41
42
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