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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 %
KA
1051
Klingman & Associates
New York
$3.4M +$85.5K +210 +3%
PGF
1052
Plan Group Financial
Oklahoma
$3.4M +$3.4M +8,339 New
TWP
1053
TFO Wealth Partners
Ohio
$3.4M -$54.2K -133 -2%
DFC
1054
DB Fitzpatrick & Co
Idaho
$3.39M +$177K +435 +6%
JGUA
1055
John G. Ullman & Associates
New York
$3.39M +$30.1K +74 +0.9%
SWM
1056
SeaCrest Wealth Management
New York
$3.38M +$379K +930 +13%
C
1057
Certuity
Florida
$3.38M +$1.9M +4,673 +129%
WRPWM
1058
Werba Rubin Papier Wealth Management
California
$3.38M +$158K +389 +5%
ZIC
1059
ZWJ Investment Counsel
Georgia
$3.37M -$35.8K -88 -1%
Sumitomo Mitsui Trust Group
1060
Sumitomo Mitsui Trust Group
Japan
$3.37M +$1.18M +2,900 +54%
MCG
1061
McCollum Christoferson Group
New York
$3.36M +$44.8K +110 +1%
BFO
1062
Biltmore Family Office
North Carolina
$3.35M -$279K -682 -8%
AA
1063
Advisory Alpha
Michigan
$3.35M +$1.11M +2,719 +49%
VP
1064
Verum Partners
North Carolina
$3.35M -$428K -1,051 -11%
WB
1065
West Bancorporation
Iowa
$3.34M +$124K +305 +4%
WPP
1066
Whalerock Point Partners
Rhode Island
$3.34M -$4.89K -12 -0.1%
FIC
1067
Family Investment Center
Missouri
$3.32M +$161K +396 +5%
WIA
1068
World Investment Advisors
California
$3.32M +$33.5K +82 +1%
WPC
1069
Waters Parkerson & Co
Louisiana
$3.31M +$89.2K +219 +3%
EP
1070
Edgestream Partners
New Jersey
$3.31M +$3.31M +8,125 New
AR
1071
Advisory Research
Illinois
$3.3M -$951K -2,335 -22%
BWAM
1072
Boyd Watterson Asset Management
Ohio
$3.3M – – –
CA
1073
Continuum Advisory
Idaho
$3.3M +$571K +1,403 +21%
CCM
1074
Chilton Capital Management
Texas
$3.26M -$69.2K -170 -2%
IIC
1075
Integrated Investment Consultants
Michigan
$3.26M -$42.4K -104 -1%
41 42
43
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