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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 %
DWM
1351
Drive Wealth Management
Utah
$1.59M – – –
Lazard Asset Management
1352
Lazard Asset Management
New York
$1.59M +$214K +525 +16%
LWMM
1353
Legacy Wealth Management (Mississippi)
Mississippi
$1.59M – – –
Parallax Volatility Advisers
1354
Parallax Volatility Advisers
California
$1.59M -$9.36M -22,990 -86%
ACM
1355
Advisors Capital Management
New Jersey
$1.58M +$1.12M +2,740 +239%
RA
1356
Rockingstone Advisors
Massachusetts
$1.57M +$29.7K +73 +2%
FSWA
1357
Financial Synergies Wealth Advisors
Texas
$1.57M +$31.8K +78 +2%
VF
1358
VitalStone Financial
Texas
$1.56M +$639K +1,699 +70%
SWA
1359
SFMG Wealth Advisors
Texas
$1.56M -$85.5K -210 -5%
MCWS
1360
McKinley Carter Wealth Services
West Virginia
$1.54M +$323K +792 +27%
AWM
1361
Aries Wealth Management
Maine
$1.53M +$21.2K +52 +1%
PWG
1362
Private Wealth Group
Florida
$1.53M – – –
VBWMG
1363
Von Berge Wealth Management Group
California
$1.53M +$21.2K +52 +1%
CCIA
1364
Cherry Creek Investment Advisors
Colorado
$1.53M +$95.3K +234 +7%
RWA
1365
River Wealth Advisors
Pennsylvania
$1.53M -$116K -286 -7%
OA
1366
Oxbow Advisors
Texas
$1.52M +$7.74K +19 +0.5%
BBNB
1367
Baker Boyer National Bank
Washington
$1.51M -$423K -1,038 -22%
BB
1368
Busey Bank
Illinois
$1.51M – – –
ETIA
1369
Epic Trust Investment Advisors
Washington
$1.51M +$1.08M +2,661 +257%
NWM
1370
Northwest Wealth Management
Iowa
$1.51M -$32.6K -80 -2%
WIC
1371
Woodmont Investment Counsel
Tennessee
$1.49M -$27.7K -68 -2%
WF
1372
Welch & Forbes
Massachusetts
$1.47M +$16.3K +40 +1%
HKAM
1373
Horizon Kinetics Asset Management
New York
$1.46M -$220K -541 -13%
PAG
1374
Paladin Advisory Group
Iowa
$1.46M +$6.93K +17 +0.5%
DWM
1375
Destination Wealth Management
California
$1.46M -$228K -560 -14%
53 54
55
56 57