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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 %
WAM
1476
Weinberger Asset Management
California
$1.12M +$11.4K +28 +1%
BIA
1477
Benchmark Investment Advisors
Illinois
$1.12M -$117K -288 -9%
HF
1478
Halpern Financial
Virginia
$1.12M +$542K +1,330 +93%
BCA
1479
Bernzott Capital Advisors
California
$1.12M +$66.4K +163 +6%
AWM
1480
Accel Wealth Management
Iowa
$1.12M +$437K +1,072 +64%
IIC
1481
Ironwood Investment Counsel
Arizona
$1.11M -$4.48K -11 -0.4%
ZB
1482
Zions Bancorporation
Utah
$1.11M – – –
BFC
1483
Bedel Financial Consulting
Indiana
$1.11M +$11.8K +29 +1%
PAS
1484
Professional Advisory Services
Florida
$1.11M +$149K +367 +16%
MHB
1485
Midwest Heritage Bank
Iowa
$1.11M – – –
TWM
1486
Tolleson Wealth Management
Texas
$1.11M – – –
CPRC
1487
Consolidated Portfolio Review Corp
New York
$1.11M +$6.11K +15 +0.6%
SAM
1488
Summit Asset Management
Tennessee
$1.1M +$1.1M +2,713 New
CTWM
1489
Cherry Tree Wealth Management
Minnesota
$1.1M +$1.1M +2,709 New
SWM
1490
SFG Wealth Management
Maryland
$1.1M -$101K -248 -8%
PDM
1491
Penn Davis McFarland
Texas
$1.1M – – –
NMG
1492
New Millennium Group
Utah
$1.09M -$9.47M -23,260 -90%
BHIA
1493
Birch Hill Investment Advisors
Massachusetts
$1.09M -$20.4K -50 -2%
IAMOG
1494
Investors Asset Management of Georgia
Georgia
$1.09M – – –
CB
1495
Community Bank
New York
$1.09M -$80.2K -197 -7%
PD
1496
Planning Directions
Pennsylvania
$1.09M +$51.3K +126 +5%
GAM
1497
GEM Asset Management
Michigan
$1.08M -$100K -246 -8%
LWM
1498
LJI Wealth Management
Indiana
$1.08M +$39.1K +96 +4%
TA
1499
TKG Advisors
Indiana
$1.08M -$26.9K -66 -2%
MIP
1500
Marietta Investment Partners
Wisconsin
$1.07M -$15.5K -38 -1%
58 59
60
61 62