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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 %
JWA
1601
JFS Wealth Advisors
Pennsylvania
$872K +$223K +548 +34%
RDFA
1602
Ritter Daniher Financial Advisory
Ohio
$871K -$3.67K -9 -0.4%
CWS
1603
Confluence Wealth Services
Pennsylvania
$871K +$2.04K +5 +0.2%
LWMG
1604
Levy Wealth Management Group
Pennsylvania
$868K – – –
RCAG
1605
Rehmann Capital Advisory Group
Michigan
$868K -$59.1K -145 -6%
WF
1606
Wayfinding Financial
Washington
$868K +$337K +802 +63%
IAS
1607
Investment Advisory Services
Texas
$865K -$46.4K -114 -5%
CC
1608
Cannell & Co
New York
$863K +$12.2K +30 +1%
PFA
1609
Plotkin Financial Advisors
Maryland
$859K +$6.92K +17 +0.8%
IFA
1610
Index Fund Advisors
California
$855K -$7.74K -19 -0.9%
WA
1611
WP Advisors
California
$852K -$128K -314 -13%
FPCG
1612
Forum Private Client Group
Indiana
$851K -$20K -49 -2%
WA1
1613
Wimmer Associates 1
California
$846K – – –
SFG
1614
Sather Financial Group
Texas
$841K – – –
GSIAS
1615
Garden State Investment Advisory Services
New Jersey
$840K +$15.9K +39 +2%
NP
1616
NorthRock Partners
Minnesota
$838K -$443K -1,087 -35%
GP
1617
Greenline Partners
New York
$836K – – –
GIS
1618
Grayhawk Investment Strategies
Alberta, Canada
$835K +$733K +1,800 +720%
GLLW
1619
Graves Light Lenhart Wealth
Virginia
$830K +$9.78K +24 +1%
EIA
1620
Edgemoor Investment Advisors
Maryland
$826K – – –
AA
1621
AlphaQ Advisors
Florida
$822K – – –
MWM
1622
Moulton Wealth Management
Washington
$822K -$26.1K -64 -3%
GCM
1623
Glaxis Capital Management
Florida
$821K – – –
SL
1624
SWMG LLC
Texas
$819K +$252K +618 +44%
CFS
1625
Cannon Financial Strategists
Georgia
$816K +$113K +278 +16%
63 64
65
66 67