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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 %
MWA
1676
Meridian Wealth Advisors
Texas
$727K -$220K -539 -23%
CWMGP
1677
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$726K – – –
BWP
1678
Balboa Wealth Partners
Arizona
$724K +$225K +552 +45%
Kayne Anderson Rudnick Investment Management
1679
Kayne Anderson Rudnick Investment Management
California
$724K – – –
IWN
1680
Independent Wealth Network
Iowa
$720K +$35.4K +87 +5%
VHAM
1681
Van Hulzen Asset Management
California
$713K +$8.96K +22 +1%
RCA
1682
Reitz Capital Advisors
Michigan
$713K +$10.2K +25 +1%
CFG
1683
Cooper Financial Group
California
$709K -$43.2K -106 -6%
WWM
1684
Windsor Wealth Management
Indiana
$708K +$14.3K +35 +2%
GAM
1685
Gotham Asset Management
New York
$706K +$706K +1,734 New
FM
1686
Family Management
New York
$705K +$679K +1,668 +2,648%
Man Group
1687
Man Group
United Kingdom
$701K +$701K +1,721 New
MCM
1688
McRae Capital Management
New Jersey
$699K – – –
FFA
1689
Founders Financial Alliance
North Carolina
$699K +$97.8K +240 +16%
CWM
1690
Collaborative Wealth Management
Florida
$698K -$242K -595 -26%
ACM
1691
Arlington Capital Management
Illinois
$696K +$696K +1,709 New
GM
1692
GeoWealth Management
Illinois
$691K +$291K +714 +73%
QC
1693
Quent Capital
New York
$690K – – –
PWA
1694
Peterson Wealth Advisors
Utah
$690K -$8.16K -20 -1%
WFA
1695
Wade Financial Advisory
California
$690K – – –
CFA
1696
Capstone Financial Advisors
Illinois
$689K +$345K +847 +100%
GCP
1697
Gill Capital Partners
Colorado
$686K -$10.2K -25 -1%
AWA
1698
Amplius Wealth Advisors
Pennsylvania
$686K +$686K +1,684 New
BFM
1699
Broadview Financial Management
Wisconsin
$685K -$7.33K -18 -1%
FOA
1700
Five Oceans Advisors
California
$684K +$25.2K +62 +4%
66 67
68
69 70