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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 %
DCM
1226
DGS Capital Management
New Jersey
$2.13M +$724K +1,778 +52%
LHEI
1227
Leo H. Evart Inc
California
$2.13M – – –
ACM
1228
AlphaStar Capital Management
North Carolina
$2.12M -$6.76M -16,586 -76%
CA
1229
Calton & Associates
Florida
$2.12M -$233K -573 -10%
MCA
1230
MSH Capital Advisors
Arizona
$2.09M +$181K +445 +9%
FPB
1231
First PREMIER Bank
South Dakota
$2.09M +$214K +525 +11%
PWP
1232
Principle Wealth Partners
Connecticut
$2.09M -$2.44K -6 -0.1%
JIP
1233
Jaffetilchin Investment Partners
Florida
$2.09M -$792K -1,945 -28%
BPWM
1234
Badgley Phelps Wealth Managers
Washington
$2.07M -$63.5K -156 -3%
YWS
1235
Yarger Wealth Strategies
Ohio
$2.07M +$387K +951 +23%
WLPWM
1236
Walled Lake Planning & Wealth Management
Illinois
$2.06M +$111K +272 +6%
MPWT
1237
MassMutual Private Wealth & Trust
Connecticut
$2.05M +$305K +748 +17%
VCA
1238
Verdence Capital Advisors
Maryland
$2.05M +$83.9K +206 +4%
CAM
1239
Columbia Asset Management
Michigan
$2.04M -$641K -7,660 -24%
AI
1240
Accredited Investors
Minnesota
$2.04M +$675K +1,657 +50%
MSS
1241
Mitchell Sinkler & Starr
Pennsylvania
$2.04M -$240K -590 -11%
BST
1242
Bath Savings Trust
Maine
$2.03M +$289K +710 +17%
VAF
1243
Values Added Financial
District of Columbia
$2.03M +$2.03M +4,973 New
ML
1244
McAdam LLC
Pennsylvania
$2.02M +$154K +377 +8%
PPWM
1245
Paragon Private Wealth Management
Kentucky
$2.02M -$5.3K -13 -0.3%
CAM
1246
Cidel Asset Management
Ontario, Canada
$2.02M – – –
HSWM
1247
Hubbell Strickland Wealth Management
Louisiana
$2.01M +$815 +2 +0%
NB
1248
NBT Bank
New York
$2.01M – – –
TAM
1249
Todd Asset Management
Kentucky
$2M – – –
CIA
1250
Choate Investment Advisors
Massachusetts
$2M +$22K +54 +1%
48 49
50
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