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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 %
SAM
1401
S.A. Mason
Michigan
$1.37M – – –
CI
1402
CX Institutional
Indiana
$1.37M -$46.8K -115 -3%
PWA
1403
Physician Wealth Advisors
Utah
$1.37M -$89.8K -220 -6%
TAM
1404
TCP Asset Management
Ohio
$1.37M +$623K +1,529 +83%
CWP
1405
Core Wealth Partners
California
$1.37M – – –
NAG
1406
Northstar Advisory Group
New Jersey
$1.36M – – –
LW
1407
Libra Wealth
California
$1.36M – – –
FCCM
1408
First City Capital Management
Georgia
$1.36M -$97.7K -240 -7%
EA
1409
Eudaimonia Advisors
Tennessee
$1.36M +$30.1K +74 +2%
LS
1410
Leelyn Smith
Illinois
$1.35M – – –
SVCP
1411
Silicon Valley Capital Partners
California
$1.35M – – –
PSP
1412
Principal Street Partners
Tennessee
$1.35M – – –
PCTC
1413
Perkins Coie Trust Company
Washington
$1.34M – – –
D
1414
Diversified
Delaware
$1.34M -$15.1K -37 -1%
FWA
1415
FOCUS Wealth Advisors
Texas
$1.34M – – –
W
1416
Wealthquest
Ohio
$1.34M -$44.4K -109 -3%
SAF
1417
Smith Anglin Financial
Texas
$1.33M +$796K +1,955 +148%
CPCM
1418
Cardinal Point Capital Management
Ontario, Canada
$1.33M +$9.4K +23 +0.7%
RGC
1419
Roberts, Glore & Co
Illinois
$1.32M -$20.4K -50 -2%
CG
1420
Corundum Group
Colorado
$1.32M -$1.48M -3,633 -53%
FRA
1421
Frank Rimerman Advisors
California
$1.32M – – –
CCFCSB
1422
Cape Cod Five Cents Savings Bank
Massachusetts
$1.32M -$23.2K -57 -2%
OWM
1423
Orgel Wealth Management
Wisconsin
$1.31M +$4.89K +12 +0.4%
SM
1424
Sensible Money
Arizona
$1.3M – – –
RPCONE
1425
Retirement Planning Company of New England
Rhode Island
$1.3M +$5.3K +13 +0.4%
55 56
57
58 59