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Vanguard S&P 500 ETF
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Overview Fund Activity

2,080 hedge funds and large institutions have $99.4B invested in Vanguard S&P 500 ETF in 2022 Q2 according to their latest regulatory filings, with 119 funds opening new positions, 927 increasing their positions, 719 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,080
Holders Change
-44
Holders Change %
-2.07%
% of All Funds
35.17%
Holding in Top 10
480
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.05%
% of All Funds
8.12%
New
119
Increased
927
Reduced
719
Closed
138
Calls
$1.24B
Puts
$3.2B
Net Calls
-$1.95B
Net Calls Change
+$230M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.72B
2
RJA
Raymond James & Associates
Florida
+$434M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$383M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$307M
5
Jane Street
Jane Street
New York
+$207M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.46B
2
AWA
Aaron Wealth Advisors
Illinois
-$2.2B
3
CIAS
CBIZ Investment Advisory Services
Ohio
-$971M
4
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$571M
5
MSL
Mackay Shields LLC
New York
-$431M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWG
1426
Crown Wealth Group
North Carolina
$757K -$70K -202 -8%
WAM
1427
Weinberger Asset Management
California
$756K +$90.2K +260 +14%
BWP
1428
Bernardo Wealth Planning
Pennsylvania
$754K +$561K +1,619 +291%
Charles Schwab
1429
Charles Schwab
California
$753K +$753K +2,171 New
MF
1430
Manchester Financial
California
$750K +$513K +1,480 +217%
LC
1431
Lavaca Capital
Texas
$749K – – –
TWA
1432
TPB Wealth Advisors
Texas
$749K +$749K +2,160 New
FMTC
1433
Farmers & Merchants Trust Company
California
$746K -$139K -400 -16%
BIA
1434
Bigelow Investment Advisors
Maine
$744K +$744K +2,145 New
TP
1435
Truvvo Partners
New York
$743K – – –
ACM
1436
Allred Capital Management
Texas
$743K – – –
CB
1437
Community Bank
New York
$739K – – –
PPWP
1438
Proquility Private Wealth Partners
Nevada
$735K +$735K +2,118 New
FCAG
1439
First Capital Advisors Group
New Jersey
$735K +$735K +2,120 New
SIA
1440
SkyView Investment Advisors
New Jersey
$735K +$735K +2,120 New
WIC
1441
Whitegate Investment Counselors
New Hampshire
$734K +$69.4K +200 +10%
MWM
1442
Marion Wealth Management
Pennsylvania
$729K -$11.1K -32 -2%
HR
1443
Howe & Rusling
New York
$726K +$185K +534 +34%
KAM
1444
Knightsbridge Asset Management
California
$721K +$361K +1,040 +100%
GLLW
1445
Graves Light Lenhart Wealth
Virginia
$720K -$287K -828 -29%
HF
1446
Halpern Financial
Virginia
$719K +$115K +332 +19%
IFWM
1447
Institute for Wealth Management
Colorado
$718K -$2.5M -7,201 -78%
SFG
1448
Sather Financial Group
Texas
$717K – – –
LWMG
1449
Levy Wealth Management Group
Pennsylvania
$710K -$87.8K -253 -11%
TIM
1450
Tortoise Investment Management
New York
$707K -$2.43K -7 -0.3%
56 57
58
59 60