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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 %
DIP
1426
DT Investment Partners
Pennsylvania
$1.3M – – –
CAG
1427
Curtis Advisory Group
California
$1.3M +$60.3K +148 +5%
FWM
1428
Fortress Wealth Management
California
$1.29M -$2.04K -5 -0.2%
IA
1429
Insight Advisors
Pennsylvania
$1.29M +$31.8K +78 +3%
WE
1430
Wealth Effects
Massachusetts
$1.29M +$123K +303 +11%
CPIA
1431
Cornell Pochily Investment Advisors
New York
$1.28M – – –
CBT
1432
Central Bank & Trust
Kentucky
$1.28M +$357K +877 +39%
BW
1433
Bison Wealth
Georgia
$1.27M +$260K +638 +26%
PWM
1434
Paulson Wealth Management
Illinois
$1.27M +$1.27M +3,107 New
HCM
1435
HMS Capital Management
Tennessee
$1.26M +$101K +249 +9%
CIAS
1436
Capital Investment Advisory Services
North Carolina
$1.26M -$114K -279 -8%
IAG
1437
Investment Advisory Group
Massachusetts
$1.26M +$175K +429 +16%
SFP
1438
Strategic Financial Partners
Oregon
$1.26M +$217K +532 +21%
MWM
1439
Maripau Wealth Management
Indiana
$1.26M -$130K -320 -9%
AAIM
1440
Asset Advisors Investment Management
Georgia
$1.26M -$5.3K -13 -0.4%
W
1441
WealthOne
New York
$1.26M -$15.5K -38 -1%
CCMG
1442
Clark Capital Management Group
Pennsylvania
$1.26M -$112K -275 -8%
SOS
1443
Silver Oak Securities
Tennessee
$1.26M -$54.6K -134 -4%
IP
1444
Intellectus Partners
California
$1.25M -$271K -662 -18%
FWS
1445
FinDec Wealth Services
California
$1.25M -$15.5K -38 -1%
HDIM
1446
Hanson & Doremus Investment Management
Vermont
$1.25M – – –
SL
1447
Sentinus LLC
Illinois
$1.24M -$815 -2 -0.1%
TAM
1448
Taurus Asset Management
New York
$1.24M -$173K -425 -12%
RMAM
1449
Raab & Moskowitz Asset Management
New Jersey
$1.24M +$94.1K +231 +8%
CAI
1450
Capital Advisors Inc
Oklahoma
$1.23M -$28.1K -69 -2%
56 57
58
59 60