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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 %
6F
1626
626 Financial
Michigan
$815K -$61.5K -151 -7%
QAM
1627
Q3 Asset Management
Michigan
$814K +$814K +2,000 New
PWG
1628
Portside Wealth Group
Utah
$813K +$813K +1,997 New
IAS
1629
IMA Advisory Services
Colorado
$813K -$59.1K -145 -7%
SFP
1630
Sandbox Financial Partners
Maryland
$809K +$17.1K +42 +2%
SIA
1631
Schechter Investment Advisors
Michigan
$808K +$27.7K +68 +4%
FWM
1632
Focused Wealth Management
New York
$801K +$3.26K +8 +0.4%
TFA
1633
Toth Financial Advisory
Virginia
$798K -$13K -32 -2%
APP
1634
Avantax Planning Partners
Iowa
$797K +$56.2K +138 +8%
WAL
1635
W Advisors LLC
Tennessee
$787K – – –
AC
1636
Avenir Corporation
Virginia
$786K -$21.6K -53 -3%
CI
1637
CPR Investments
Michigan
$786K +$786K +1,930 New
CWM
1638
Chemistry Wealth Management
New York
$786K -$814 -2 -0.1%
KFC
1639
Klingenstein Fields & Co
New York
$784K – – –
FCG
1640
Financial Connections Group
California
$781K – – –
RCM
1641
RB Capital Management
Nevada
$780K +$45.2K +111 +6%
NFP
1642
Narus Financial Partners
Utah
$775K +$11K +27 +1%
AL
1643
ACAS LLC
California
$773K -$61.1K -150 -7%
SIS
1644
Strategic Investment Solutions
Illinois
$771K -$965K -2,453 -56%
AA
1645
Alesco Advisors
New York
$771K +$2.85K +7 +0.4%
SC
1646
SRB Corp
Massachusetts
$765K +$765K +1,877 New
TC
1647
Telemus Capital
Michigan
$764K +$89.2K +219 +13%
IWP
1648
IAG Wealth Partners
Wisconsin
$761K +$688K +1,689 +938%
BWP
1649
Bernardo Wealth Planning
Pennsylvania
$761K +$8.15K +20 +1%
GEA
1650
Glen Eagle Advisors
New Jersey
$761K +$192K +472 +34%
64 65
66
67 68