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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 %
HL
1276
HeadInvest LLC
Maine
$1.88M -$5.73K -14 -0.3%
CCWM
1277
Cassaday & Co Wealth Management
Virginia
$1.87M -$409K -1,005 -18%
SW
1278
SkyOak Wealth
Michigan
$1.87M -$141K -347 -7%
BDF
1279
Black Diamond Financial
Maryland
$1.87M -$4.07K -10 -0.2%
SCA
1280
STALEY CAPITAL ADVISERS
Pennsylvania
$1.87M +$10.2K +25 +0.5%
HI
1281
Horizon Investments
North Carolina
$1.85M +$419K +1,030 +29%
RWP
1282
Revolve Wealth Partners
New Jersey
$1.85M -$53K -130 -3%
PIAS
1283
PCA Investment Advisory Services
Ohio
$1.85M -$61.9K -152 -3%
BSG
1284
Black Swift Group
Colorado
$1.85M -$571K -1,402 -24%
WFA
1285
Wellspring Financial Advisors
Ohio
$1.84M -$20.8K -51 -1%
CANC
1286
Culbertson A N & Co
Virginia
$1.84M -$217K -532 -11%
MC
1287
Moors & Cabot
Massachusetts
$1.83M +$274K +672 +18%
AC
1288
Apella Capital
Connecticut
$1.83M +$1.83M +4,496 New
TWA
1289
TCI Wealth Advisors
Arizona
$1.83M -$127K -312 -6%
GIA
1290
GHP Investment Advisors
Colorado
$1.82M -$33.6K -82 -2%
RBC
1291
Roble Belko & Company
Pennsylvania
$1.82M -$83.5K -205 -4%
9WM
1292
9258 Wealth Management
Ohio
$1.81M -$490K -1,202 -21%
PIWA
1293
Prevail Innovative Wealth Advisors
Kansas
$1.81M +$1.81M +4,443 New
FFM
1294
Forum Financial Management
Illinois
$1.81M +$275K +674 +18%
WA
1295
Wealthstream Advisors
New York
$1.81M – – –
TC
1296
TAP Consulting
Missouri
$1.8M -$26.5K -65 -1%
SAM
1297
SignalPoint Asset Management
Missouri
$1.8M +$236K +579 +15%
MSFS
1298
Main Street Financial Solutions
Pennsylvania
$1.8M +$23.2K +57 +1%
MBT
1299
Montecito Bank & Trust
California
$1.78M +$43.6K +107 +3%
TL
1300
Tradewinds LLC
North Carolina
$1.78M -$207K -509 -10%
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