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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 %
SBH
1076
Segall Bryant & Hamill
Illinois
$3.26M -$5.7K -14 -0.2%
AP
1077
Americana Partners
Texas
$3.22M +$89.6K +220 +3%
CPP
1078
Capasso Planning Partners
South Carolina
$3.22M -$161K -396 -5%
EL
1079
EWA LLC
Pennsylvania
$3.22M +$13K +32 +0.4%
WEG
1080
World Equity Group
Illinois
$3.2M -$4.1M -10,070 -56%
FOFP
1081
Fee-Only Financial Planning
South Carolina
$3.16M +$63.1K +155 +2%
FWP
1082
FAS Wealth Partners
Kansas
$3.16M -$2.04K -5 -0.1%
RI
1083
Ridgewood Investments
New Jersey
$3.16M -$188K -461 -6%
PK
1084
Pflug Koory
Nebraska
$3.16M – – –
B
1085
Bensler
Washington
$3.15M -$17.1K -42 -0.5%
MFG
1086
MidWestOne Financial Group
Iowa
$3.15M -$42.4K -104 -1%
TCA
1087
Transcend Capital Advisors
New Jersey
$3.15M +$81.9K +201 +3%
TCOO
1088
Trust Company of Oklahoma
Oklahoma
$3.15M -$32.6K -80 -1%
MMH
1089
Menora Mivtachim Holdings
Israel
$3.13M -$977K -2,400 -24%
KOC
1090
Koss-Olinger Consulting
Florida
$3.12M – – –
RWM
1091
RKL Wealth Management
Pennsylvania
$3.12M +$157K +385 +5%
GSIS
1092
Global Strategic Investment Solutions
Arizona
$3.12M – – –
SA
1093
SRH Advisors
Kansas
$3.11M – – –
CWM
1094
Concentric Wealth Management
California
$3.1M -$101K -248 -3%
NEWAS
1095
N.E.W. Advisory Services
Wisconsin
$3.07M +$295K +724 +11%
BPC
1096
Banque Pictet & Cie
Switzerland
$3.07M +$1.91M +4,692 +165%
TI
1097
Trexquant Investment
Connecticut
$3.07M +$3.07M +7,532 New
PWP
1098
Phillips Wealth Planners
Mississippi
$3.06M -$17.5K -43 -0.6%
SCA
1099
Sage Capital Advisors
South Dakota
$3.04M +$20.4K +50 +0.7%
MC
1100
Mount Capital
United Kingdom
$3.04M -$255K -625 -8%
42 43
44
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