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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 %
AMBIA
1151
Allen Mooney & Barnes Investment Advisors
Georgia
$2.63M +$11K +27 +0.4%
LFS
1152
Legacy Financial Strategies
Kansas
$2.62M +$493K +1,210 +23%
BMCM
1153
Bryn Mawr Capital Management
Pennsylvania
$2.61M -$42.8K -105 -2%
IFA
1154
Interactive Financial Advisors
Illinois
$2.61M -$180K -442 -6%
SLG
1155
Stanley-Laman Group
Pennsylvania
$2.59M -$307K -754 -11%
RWP
1156
RWA Wealth Partners
Massachusetts
$2.58M +$929K +2,280 +56%
CWM
1157
Circle Wealth Management
New Jersey
$2.57M – – –
PAM
1158
Palisade Asset Management
Minnesota
$2.57M +$20K +49 +0.8%
RJTCONH
1159
Raymond James Trust Company of New Hampshire
New Hampshire
$2.57M +$2.44K +6 +0.1%
OAM
1160
Occidental Asset Management
California
$2.55M +$2.55M +6,265 New
MAG
1161
Members Advisory Group
New York
$2.55M +$305K +749 +14%
R
1162
Rebalance
California
$2.54M – – –
FCA
1163
Fortis Capital Advisors
Kansas
$2.53M -$353K -867 -12%
1W
1164
1776 Wealth
Georgia
$2.51M -$15.1K -37 -0.6%
CAG
1165
Compass Advisory Group
New York
$2.51M -$664K -1,630 -21%
SAM
1166
SP Asset Management
California
$2.51M -$407 -1 -0%
FCP
1167
Fidelis Capital Partners
Florida
$2.51M – – –
IF
1168
Intrua Financial
Texas
$2.49M +$492K +1,209 +25%
PF
1169
Phoenix Financial
Israel
$2.48M +$20.8K +51 +0.8%
PAM
1170
Peak Asset Management
Colorado
$2.46M +$190K +466 +8%
GCM
1171
Gallacher Capital Management
Colorado
$2.45M – – –
ZIM
1172
Zacks Investment Management
Illinois
$2.45M -$23.2K -57 -0.9%
MWM
1173
MorganRosel Wealth Management
Colorado
$2.44M – – –
AGC
1174
Aspen Grove Capital
Colorado
$2.43M +$4.5K +11 +0.2%
CWA
1175
Consilio Wealth Advisors
Washington
$2.43M -$89.2K -219 -4%
45 46
47
48 49