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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 %
GHA
1376
GW Henssler & Associates
Georgia
$1.45M +$35.8K +88 +3%
CC
1377
Callan Capital
California
$1.45M – – –
PPW
1378
Parcion Private Wealth
Washington
$1.45M -$401K -985 -22%
GIA
1379
Guyasuta Investment Advisors
Pennsylvania
$1.45M +$345K +848 +31%
TIM
1380
Tortoise Investment Management
New York
$1.45M +$126K +309 +10%
LWANC
1381
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.45M – – –
SIMG
1382
Sonora Investment Management Group
Arizona
$1.44M +$1.13M +2,780 +362%
HFW
1383
Horizon Family Wealth
Illinois
$1.44M +$64.8K +159 +5%
HA
1384
HFG Advisors
Ohio
$1.44M – – –
CW
1385
Channel Wealth
California
$1.44M -$175K -429 -11%
APIM
1386
Agate Pass Investment Management
Washington
$1.43M +$159K +390 +12%
NCM
1387
Next Capital Management
New York
$1.43M +$83.5K +205 +6%
FIB
1388
First Interstate Bank
Montana
$1.42M -$239K -588 -14%
CCB
1389
Country Club Bank
Missouri
$1.41M -$20.1K -50 -1%
AIC
1390
Archer Investment Corporation
Indiana
$1.41M +$154K +378 +12%
EFG
1391
Everhart Financial Group
Ohio
$1.4M +$4.48K +11 +0.3%
IDA
1392
Intelligence Driven Advisers
California
$1.39M -$4.54M -11,242 -77%
LRIA
1393
Leonard Rickey Investment Advisors
Washington
$1.39M -$73.7K -181 -5%
RMDI
1394
R.M. Davis Inc
Maine
$1.39M -$87.6K -215 -6%
1WA
1395
180 Wealth Advisors
Washington
$1.39M -$9.79K -24 -0.7%
WAG
1396
Winthrop Advisory Group
Massachusetts
$1.39M +$47.4K +116 +4%
SIA
1397
Sage Investment Advisers
New York
$1.39M – – –
SFPG
1398
Stonebridge Financial Planning Group
Florida
$1.38M -$38.3K -94 -3%
JWM
1399
Janiczek Wealth Management
Colorado
$1.38M +$9.39K +23 +0.7%
TCM
1400
Triumph Capital Management
Colorado
$1.38M +$1.07M +2,618 +351%
54 55
56
57 58