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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 %
WOSD
1576
WFA of San Diego
California
$533K +$6.25K +18 +1%
FWSM
1577
First Wilshire Securities Management
California
$532K – – –
APIM
1578
Agate Pass Investment Management
Washington
$530K +$130K +375 +32%
RS
1579
Retirement Solution
Washington
$530K +$296K +853 +126%
BHBT
1580
Burke & Herbert Bank & Trust
Virginia
$527K – – –
AWC
1581
Abundance Wealth Counselors
Pennsylvania
$524K – – –
SFG
1582
Synergy Financial Group
California
$523K +$5.55K +16 +1%
KIG
1583
Kowal Investment Group
Wisconsin
$523K +$171K +494 +49%
JWBC
1584
J.W. Burns & Co
New York
$521K -$15.6K -45 -3%
DIA
1585
Davidson Investment Advisors
Montana
$520K +$520K +1,500 New
HCM
1586
Hall Capital Management
Rhode Island
$519K -$3.12K -9 -0.6%
PNAA
1587
Pictet North America Advisors
Switzerland
$519K – – –
TCWM
1588
Total Clarity Wealth Management
Illinois
$516K +$29.5K +85 +6%
AWA
1589
Archvest Wealth Advisors
California
$514K – – –
AAS
1590
Annex Advisory Services
Wisconsin
$513K -$4.17K -12 -0.8%
CIAS
1591
Capital Investment Advisory Services
North Carolina
$511K +$115K +332 +29%
PIM
1592
Parker Investment Management
California
$511K +$242K +699 +90%
HWMA
1593
Heritage Wealth Management (Arizona)
Arizona
$510K -$331K -955 -39%
TWM
1594
Titus Wealth Management
California
$510K – – –
LB
1595
Legacy Bridge
Iowa
$507K – – –
1SB
1596
1ST Source Bank
Indiana
$506K -$17.3K -50 -3%
CAM
1597
Cidel Asset Management
Ontario, Canada
$506K – – –
PA
1598
Procyon Advisors
Connecticut
$505K -$13.2K -38 -3%
GP
1599
Girard Partners
Pennsylvania
$500K +$62.4K +180 +14%
PFG
1600
Pacific Financial Group
Washington
$499K -$2.4M -6,918 -83%
62 63
64
65 66