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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 %
CF
1701
Clarity Financial
Texas
$684K -$112K -276 -14%
SIS
1702
Sound Income Strategies
Florida
$684K +$23.6K +58 +4%
HFS
1703
Heritage Financial Services
Massachusetts
$683K +$409K +1,004 +149%
EWA
1704
Etesian Wealth Advisors
Oregon
$680K +$36.2K +89 +6%
GAM
1705
Griffin Asset Management
New York
$680K -$146K -358 -18%
LGG
1706
Luts & Greenleigh Group
Maryland
$680K +$264K +649 +64%
SFG
1707
Synergy Financial Group
California
$677K +$2.04K +5 +0.3%
BC
1708
Barrett & Company
Rhode Island
$671K +$815 +2 +0.1%
FAP
1709
Financial Advisory Partners
Florida
$671K +$1.22K +3 +0.2%
FFL
1710
Financial Freedom LLC
Ohio
$670K – – –
FI
1711
Financial Insights
Washington
$669K -$55.4K -136 -8%
WCM
1712
Washburn Capital Management
Florida
$668K -$2.04K -5 -0.3%
FMN
1713
Financial Management Network
California
$666K +$33.9K +83 +5%
WCM
1714
Wealthcare Capital Management
Virginia
$666K +$28.5K +70 +4%
MIM
1715
Moseley Investment Management
Florida
$664K +$178K +437 +37%
EA
1716
Eclectic Associates
California
$664K +$32.2K +79 +5%
ATPW
1717
Ashton Thomas Private Wealth
Arizona
$662K -$75.3K -185 -10%
SI
1718
Shaker Investments
Ohio
$661K -$4.89K -12 -0.7%
MCM
1719
Maple Capital Management
Vermont
$659K +$370K +908 +128%
SCM
1720
SCS Capital Management
Massachusetts
$659K – – –
MLL
1721
Moody Lynn & Lieberson
Massachusetts
$658K +$4.07K +10 +0.6%
HIM
1722
Harbour Investment Management
Washington
$655K +$319K +781 +95%
GC
1723
Gibson Capital
Pennsylvania
$653K – – –
AWM
1724
Aprio Wealth Management
Georgia
$651K +$206K +506 +46%
ACM
1725
Allred Capital Management
Texas
$648K +$7.33K +18 +1%
67 68
69
70 71