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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.

Holders
2,371
Holders Change
+94
Holders Change %
+4.13%
% of All Funds
37.4%
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
1
JPMorgan Chase & Co
New York
$9.22B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$894M
3
CM
3
Churchill Management
California
$370M
4
Bank of America
4
Bank of America
North Carolina
$8.9B
5
NAM
5
Nissay Asset Management
Japan
$280M

Top Sellers

1
SCP
1
Syntal Capital Partners
Texas
$32.9M
2
SWG
2
Summit Wealth Group
Vermont
$42.6M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$228M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.47B
5
FSCM
5
Front Street Capital Management
Montana
$23.3M
Name Market Value Shares Shares
Change 		Shares
Change %
KIM
101
Karpus Investment Management
New York
$192M 471,300 -8,263 -2%
HNB
102
Huntington National Bank
Ohio
– – – –
TCBWMS
103
Texas Capital Bank Wealth Management Services
Texas
$186M 456,922 +5,546 +1%
CFG
104
Citizens Financial Group
Rhode Island
$183M 448,624 +47,427 +12%
SHGA
105
Sand Hill Global Advisors
California
$182M 447,305 +87,407 +24%
SWP
106
Stratos Wealth Partners
Ohio
$179M 440,330 -448 -0.1%
ST
107
Smithfield Trust
Pennsylvania
$179M 439,346 -5,233 -1%
AT
108
American Trust
Kentucky
$177M 434,633 -9,453 -2%
NHC
109
Nicholas Hoffman & Company
Georgia
$176M 432,101 +16,448 +4%
CA
110
Clearstead Advisors
Ohio
$172M 421,497 -2,045 -0.5%
MML Investors Services
111
MML Investors Services
Massachusetts
$171M 420,922 +42,093 +11%
EEP
112
Edgehill Endowment Partners
Connecticut
$171M 419,805 +81,015 +24%
ONB
113
Old National Bancorp
Indiana
$166M 408,588 +22,885 +6%
CFFP
114
Center for Financial Planning
Michigan
$161M 395,763 +1,004 +0.3%
US Bancorp
115
US Bancorp
Minnesota
$157M 384,372 -58,829 -13%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$154M 378,719 -12,006 -3%
AWS
117
AJ Wealth Strategies
New York
$154M 376,933 +134,693 +56%
Macquarie Group
118
Macquarie Group
Australia
$153M 376,713 +52,330 +16%
WCP
119
Welch Capital Partners
New York
$148M 364,147 -636 -0.2%
PFP
120
Pinnacle Financial Partners
Tennessee
$145M 356,345 -7,043 -2%
NA
121
NewEdge Advisors
Louisiana
$145M 356,151 +18,336 +5%
MGIA
122
Moneta Group Investment Advisors
Missouri
$144M 352,791 +9,727 +3%
TA
123
TRB Advisors
New York
$143M 350,000 +300,000 +600%
PCIG
124
Partners Capital Investment Group
Massachusetts
$142M 348,476 +193,179 +124%
CAN
125
Cetera Advisor Networks
California
$142M 348,143 +3,506 +1%
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5
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