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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 %
CCM
1726
Cutler Capital Management
Massachusetts
$647K +$45.2K +111 +8%
Financial Engines Advisors
1727
Financial Engines Advisors
California
$647K -$182K -444 -22%
CA
1728
CapWealth Advisors
Tennessee
$646K -$58.7K -144 -8%
MCM
1729
Morton Capital Management
California
$643K -$814K -2,000 -56%
RCWMU
1730
Rothschild & Co Wealth Management (UK)
United Kingdom
$641K – – –
BFS
1731
Bard Financial Services
Connecticut
$641K – – –
RPSA
1732
Richard P. Slaughter Associates
Texas
$639K – – –
PCA
1733
Prosperity Capital Advisors
Ohio
$637K +$20K +49 +3%
DCM
1734
Dimension Capital Management
Florida
$637K – – –
CFS
1735
CRA Financial Services
New Jersey
$637K +$13.9K +34 +2%
BFM
1736
Boston Financial Management
Massachusetts
$635K -$2.85K -7 -0.4%
BHWM
1737
Bar Harbor Wealth Management
New Hampshire
$633K -$72.9K -179 -10%
OPWM
1738
Oakwell Private Wealth Management
Texas
$632K – – –
FNWM
1739
Financial Network Wealth Management
Utah
$631K -$145K -346 -19%
HVP
1740
Hudson Value Partners
Florida
$630K +$160K +393 +34%
CIA
1741
Covington Investment Advisors
Pennsylvania
$630K – – –
MWA
1742
Mills Wealth Advisors
Texas
$629K +$6.52K +16 +1%
BAWC
1743
Boyce & Associates Wealth Consulting
Texas
$629K – – –
GI
1744
Gradient Investments
Minnesota
$626K +$13.8K +34 +2%
OW
1745
Olistico Wealth
Oklahoma
$625K – – –
FWSM
1746
First Wilshire Securities Management
California
$624K – – –
PWIA
1747
Porter White Investment Advisors
Alabama
$623K – – –
LB
1748
Legacy Bridge
Iowa
$622K +$26.5K +65 +4%
PFA
1749
Pathway Financial Advisors
Vermont
$622K – – –
FF
1750
Financial Futures
New Jersey
$619K -$36.7K -90 -6%
68 69
70
71 72