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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 %
VBFP
1526
Valtinson Bruner Financial Planning
Minnesota
$1.03M -$20K -49 -2%
CA
1527
CGN Advisors
Kansas
$1.02M +$55K +135 +6%
RRCM
1528
Rappaport Reiches Capital Management
Illinois
$1.02M – – –
MM
1529
Meridian Management
Arkansas
$1.02M -$23.2K -57 -2%
KCPG
1530
Kavar Capital Partners Group
Kansas
$1.02M +$1.02M +2,502 New
FB
1531
Fulton Bank
Pennsylvania
$1.02M – – –
DWA
1532
Douglass Winthrop Advisors
New York
$1.01M – – –
TNB
1533
Thomasville National Bank
Georgia
$1.01M -$25.3K -62 -2%
FAIM
1534
Financial Advocates Investment Management
Washington
$1.01M -$1.03M -2,535 -51%
FNFDCM
1535
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$998K – – –
LA
1536
LVW Advisors
New York
$997K +$129K +317 +15%
MPW
1537
Melone Private Wealth
Michigan
$997K – – –
I
1538
INVST
Indiana
$996K +$61.1K +150 +7%
MS
1539
Madden Securities
Texas
$992K – – –
FAM
1540
Formidable Asset Management
Ohio
$992K -$13K -32 -1%
AR
1541
Apeiron RIA
Texas
$991K +$7.74K +19 +0.8%
WMR
1542
Wealth Management Resources
Rhode Island
$991K +$666K +1,635 +205%
AWC
1543
Adamsbrown Wealth Consultants
Kansas
$983K – – –
MWP
1544
Meridian Wealth Partners
Pennsylvania
$982K -$24K -59 -2%
OBWG
1545
Onyx Bridge Wealth Group
New York
$981K +$277K +680 +39%
RFG
1546
RFP Financial Group
Georgia
$980K +$8.96K +22 +0.9%
LA
1547
Latitude Advisors
Florida
$979K -$6.92K -17 -0.7%
PWP
1548
Private Wealth Partners
California
$973K +$11.8K +29 +1%
MFA
1549
Morling Financial Advisors
California
$973K +$277K +681 +40%
KCM
1550
Kathmere Capital Management
Pennsylvania
$973K -$19.1K -47 -2%
60 61
62
63 64