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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 %
AA
1501
Apriem Advisors
California
$1.07M – – –
GFL
1502
Granite FO LLC
New Hampshire
$1.07M – – –
SWIM
1503
Smallwood Wealth Investment Management
New Jersey
$1.07M +$122K +299 +13%
BAMG
1504
Brand Asset Management Group
Missouri
$1.07M -$63.1K -155 -6%
NRC
1505
New Republic Capital
North Carolina
$1.06M -$17.6K -43 -2%
TTWM
1506
TCV Trust & Wealth Management
Virginia
$1.06M – – –
FANJ
1507
Financial Architects (New Jersey)
New Jersey
$1.06M +$93.7K +230 +10%
HWM
1508
HighMark Wealth Management
Minnesota
$1.06M – – –
QCM
1509
Quantinno Capital Management
New York
$1.06M – – –
ECM
1510
EagleClaw Capital Management
Massachusetts
$1.06M – – –
CGA
1511
Crescent Grove Advisors
Illinois
$1.06M -$10.2K -25 -1%
FWA
1512
FSM Wealth Advisors
Ohio
$1.05M +$270K +663 +34%
SIM
1513
Sterling Investment Management
Arizona
$1.05M – – –
RC
1514
Rovin Capital
Arizona
$1.05M -$765K -1,877 -42%
BW
1515
BIP Wealth
Georgia
$1.04M -$33.4K -82 -3%
AP
1516
Arlington Partners
Alabama
$1.04M +$68.4K +168 +7%
CAP
1517
Columbia Advisory Partners
Washington
$1.04M -$198K -486 -16%
TAM
1518
Tocqueville Asset Management
New York
$1.04M -$83.1K -204 -7%
CT
1519
Clearstead Trust
Maine
$1.04M -$30.9K -76 -3%
EBT
1520
Enterprise Bank & Trust
Massachusetts
$1.04M -$136K -335 -12%
AC
1521
AIFG Consultants
New York
$1.03M – – –
TCOT
1522
Trust Company of Toledo
Ohio
$1.03M – – –
GWA
1523
Geometric Wealth Advisors
District of Columbia
$1.03M +$182K +441 +21%
BWM
1524
BlackDiamond Wealth Management
New York
$1.03M +$18.8K +45 +2%
AWM
1525
Axxcess Wealth Management
California
$1.03M +$340K +834 +49%
59 60
61
62 63