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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 %
LW
1176
Linscomb Wealth
Texas
$2.42M -$121K -298 -5%
KPWG
1177
KFA Private Wealth Group
Virginia
$2.42M +$1.24M +3,051 +106%
CAAS
1178
Capital Asset Advisory Services
Michigan
$2.4M -$48.3K -117 -2%
Bank of Nova Scotia
1179
Bank of Nova Scotia
Ontario, Canada
$2.4M +$408 +1 +0%
PIMG
1180
Patriot Investment Management Group
Tennessee
$2.39M -$162K -397 -6%
SBIA
1181
Sheaff Brock Investment Advisors
Indiana
$2.39M -$96.5K -237 -4%
KC
1182
Kinloch Capital
Virginia
$2.39M +$1.11M +2,716 +86%
PPW
1183
PACK Private Wealth
Minnesota
$2.39M +$2.04K +5 +0.1%
BIM
1184
Bridges Investment Management
Nebraska
$2.39M – – –
LB
1185
Leo Brokerage
Texas
$2.38M +$814K +1,999 +52%
FFA
1186
Farther Finance Advisors
California
$2.38M +$360K +885 +18%
GAA
1187
Global Assets Advisory
Florida
$2.38M +$2.02M +4,963 +561%
CFG
1188
Compton Financial Group
Maryland
$2.38M – – –
PA
1189
Paragon Advisors
Texas
$2.38M +$896K +2,200 +61%
FA
1190
Faithward Advisors
Pennsylvania
$2.37M +$1.42M +3,469 +149%
AFP
1191
Ausdal Financial Partners
Iowa
$2.37M +$90.4K +222 +4%
FHC
1192
First Heartland Consultants
Missouri
$2.36M +$428K +1,051 +22%
API
1193
Advisor Partners II
California
$2.35M – – –
ISL
1194
Ingalls & Snyder LLC
New York
$2.35M -$200K -492 -8%
PTP
1195
Platform Technology Partners
New York
$2.35M -$45.1K -111 -2%
BF
1196
Brooklyn FI
New York
$2.32M +$2.32M +5,690 New
SF
1197
Safeguard Financial
Wisconsin
$2.31M +$868K +2,131 +60%
WFA
1198
Websterrogers Financial Advisors
South Carolina
$2.31M -$6.11K -15 -0.3%
GW
1199
GW & Wade
Massachusetts
$2.3M +$110K +270 +5%
SWA
1200
Sax Wealth Advisors
New Jersey
$2.29M -$136K -335 -6%
46 47
48
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