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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 %
CWA
1576
Clarity Wealth Advisors
California
$926K -$52.9K -130 -5%
RWM
1577
Rezny Wealth Management
Florida
$925K +$925K +2,272 New
SWA
1578
Sightline Wealth Advisors
Connecticut
$922K +$79.4K +211 +9%
KA
1579
Kooman & Associates
Pennsylvania
$918K -$13K -32 -1%
HW
1580
Hancock Whitney
Mississippi
$913K +$362K +890 +66%
HT
1581
Headlands Technologies
Illinois
$911K +$143K +351 +19%
FC
1582
Financial Consulate
Maryland
$908K – – –
MCM
1583
MV Capital Management
Maryland
$907K +$2.04K +5 +0.2%
SPWM
1584
Schrum Private Wealth Management
Florida
$904K +$170K +417 +23%
CSI
1585
Cross Staff Investments
New York
$902K – – –
APWM
1586
Argonautica Private Wealth Management
Massachusetts
$895K +$6.52K +16 +0.7%
EF
1587
Exeter Financial
Arizona
$894K +$4.07K +10 +0.5%
PGIM
1588
Pacific Global Investment Management
California
$893K – – –
PI
1589
PFG Investments
New York
$892K +$17.9K +44 +2%
WCP
1590
Wick Capital Partners
Pennsylvania
$890K +$23.2K +57 +3%
BIA
1591
Bigelow Investment Advisors
Maine
$887K – – –
SWM
1592
Segment Wealth Management
Texas
$887K -$37.9K -93 -4%
DE
1593
Day & Ennis
Georgia
$880K +$32.6K +80 +4%
EBA
1594
Eagle Bay Advisors
New York
$879K – – –
ARMT
1595
Amica Retiree Medical Trust
Rhode Island
$878K -$4.36M -10,702 -83%
ST
1596
Sabal Trust
Florida
$876K +$876K +2,152 New
CNBTD
1597
Citizens National Bank Trust Department
Mississippi
$876K -$22.4K -55 -2%
FMTC
1598
Farmers & Merchants Trust Company
California
$876K – – –
SIA
1599
SkyView Investment Advisors
New Jersey
$873K – – –
FCAG
1600
First Capital Advisors Group
New Jersey
$873K – – –
62 63
64
65 66