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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 %
WCG
1301
Weaver Consulting Group
California
$1.78M -$18.3K -45 -1%
WFA
1302
WMG Financial Advisors
Tennessee
$1.78M +$33K +81 +2%
PWMG
1303
Pioneer Wealth Management Group
Texas
$1.77M +$1.77M +4,348 New
WP
1304
WMS Partners
Maryland
$1.77M +$115K +283 +7%
CHA
1305
Carmichael Hill & Associates
Maryland
$1.76M +$63.9K +157 +4%
EI
1306
Ellevest Inc
New York
$1.76M -$339K -832 -16%
CCC
1307
Chelsea Counsel Company
California
$1.76M -$5.83M -14,260 -77%
PAM
1308
PVG Asset Management
Colorado
$1.75M -$59.1K -145 -3%
FBA
1309
Front Barnett Associates
Illinois
$1.75M -$6.11K -15 -0.3%
PWM
1310
Penobscot Wealth Management
Maine
$1.74M -$162K -398 -9%
CWM
1311
Cornerstone Wealth Management
Missouri
$1.74M +$94.5K +232 +6%
FWCM
1312
Ferguson Wellman Capital Management
Oregon
$1.74M +$297K +728 +21%
PP
1313
PDS Planning
Ohio
$1.73M +$96.1K +236 +6%
HWM
1314
Howard Wealth Management
Connecticut
$1.73M +$21.2K +52 +1%
SWA
1315
Strategies Wealth Advisors
Michigan
$1.73M +$51.3K +126 +3%
CPG
1316
Cornerstone Planning Group
New Jersey
$1.72M +$1.72M +4,219 New
WP
1317
WealthShield Partners
North Carolina
$1.72M -$1.23K -3 -0.1%
BWA
1318
Burt Wealth Advisors
Maryland
$1.71M +$34.6K +85 +2%
AWM
1319
Arista Wealth Management
Nevada
$1.71M -$518K -1,271 -23%
ZIG
1320
Zullo Investment Group
Pennsylvania
$1.71M – – –
FCM
1321
Fortis Capital Management
Washington
$1.7M -$855K -2,099 -33%
RIS
1322
Retirement Income Solutions
Michigan
$1.69M – – –
SC
1323
Sawyer & Company
Massachusetts
$1.69M +$546K +1,340 +48%
DAM
1324
Derbend Asset Management
Georgia
$1.69M – – –
Walleye Trading
1325
Walleye Trading
New York
$1.69M -$3.56M -8,741 -68%
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