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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 %
IIA
1201
ICW Investment Advisors
Arizona
$2.29M +$7.33K +18 +0.3%
S
1202
SignatureFD
Georgia
$2.29M +$410K +1,007 +22%
EFS
1203
Essex Financial Services
Connecticut
$2.27M +$123K +303 +6%
MWA
1204
Martel Wealth Advisors
Washington
$2.26M -$73.7K -181 -3%
CWM
1205
Centurion Wealth Management
Virginia
$2.26M +$117K +288 +5%
PWP
1206
Perfromance Wealth Partners
Illinois
$2.25M +$12.2K +30 +0.5%
AI
1207
Arrien Investments
Idaho
$2.25M -$144K -353 -6%
PAIM
1208
Punch & Associates Investment Management
Minnesota
$2.25M +$291K +714 +15%
TYCC
1209
Texas Yale Capital Corp
Florida
$2.23M +$815 +2 +0%
FP
1210
Financial Perspectives
Minnesota
$2.23M – – –
KCM
1211
Kornitzer Capital Management
Kansas
$2.23M – – –
FSA
1212
Fort Sheridan Advisors
Illinois
$2.22M +$77K +189 +4%
RLWM
1213
RF&L Wealth Management
Massachusetts
$2.22M +$89.6K +220 +4%
SF
1214
Slagle Financial
Illinois
$2.22M +$2.22M +5,440 New
AWA
1215
Arkadios Wealth Advisors
Georgia
$2.2M -$59.5K -146 -3%
WA
1216
Waddell & Associates
Tennessee
$2.19M -$2.04K -5 -0.1%
ACM
1217
Alpha Capital Management
Texas
$2.19M – – –
WWM
1218
Wolff Wiese Magana
California
$2.18M +$30.1K +74 +1%
LSA
1219
Lion Street Advisors
Texas
$2.18M +$414K +981 +23%
DFC
1220
DBK Financial Counsel
Ohio
$2.18M -$2.44K -6 -0.1%
GS
1221
GTS Securities
New York
$2.17M +$2.17M +5,324 New
WF
1222
WoodTrust Financial
Wisconsin
$2.14M +$130K +318 +6%
CFO
1223
Custos Family Office
Texas
$2.14M -$14.7K -36 -0.7%
CMANY
1224
Capital Management Associates (New York)
New York
$2.14M -$305K -748 -12%
BIA
1225
Bell Investment Advisors
California
$2.13M -$33.8K -83 -2%
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49
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