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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 %
BA
1101
Bristlecone Advisors
Washington
$3.04M +$116K +285 +4%
TP
1102
Tranquility Partners
Tennessee
$3.03M +$81.1K +199 +3%
VNB
1103
Virginia National Bank
Virginia
$3.03M -$815 -2 -0%
SWM
1104
Stockman Wealth Management
Montana
$3M -$329K -809 -10%
LSPW
1105
Lake Street Private Wealth
Illinois
$3M +$27.3K +67 +0.9%
CWP
1106
CFM Wealth Partners
Texas
$2.98M +$241K +591 +9%
CAM
1107
Cozad Asset Management
Illinois
$2.98M +$87.2K +214 +3%
Cohen & Steers
1108
Cohen & Steers
New York
$2.98M +$420K +1,032 +16%
WIM
1109
Warwick Investment Management
Texas
$2.97M – – –
RIM
1110
RW Investment Management
Idaho
$2.96M +$887K +2,177 +43%
OSAM
1111
O'Shaughnessy Asset Management
Connecticut
$2.96M +$158K +388 +6%
BPFA
1112
Barnes Pettey Financial Advisors
Mississippi
$2.96M +$208K +511 +8%
BCM
1113
Becker Capital Management
Oregon
$2.95M +$449K +1,098 +18%
BWA
1114
BDO Wealth Advisors
Florida
$2.95M +$2.66M +6,532 +924%
DBRC
1115
D.B. Root & Company
Pennsylvania
$2.95M -$10.2K -25 -0.3%
CCFM
1116
Clear Creek Financial Management
Washington
$2.94M +$131K +322 +5%
ADL
1117
Asset Dedication LLC
California
$2.93M -$26.1K -64 -0.9%
LMKC
1118
L.M. Kohn & Company
Ohio
$2.92M +$70.1K +172 +2%
MCM
1119
Mendel Capital Management
Arkansas
$2.92M +$2.68M +6,576 +1,089%
PP
1120
Pegasus Partners
Wisconsin
$2.92M – – –
ACM
1121
Absolute Capital Management
Pennsylvania
$2.92M +$835K +2,051 +40%
JGIA
1122
Jackson Grant Investment Advisers
Connecticut
$2.92M – – –
QCG
1123
Quadrant Capital Group
Ohio
$2.9M -$46.4K -114 -2%
BMA
1124
Brooks Moore & Associates
Tennessee
$2.88M +$28.9K +71 +1%
CWM
1125
ClientFirst Wealth Management
Arkansas
$2.88M – – –
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