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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 %
WDG
1751
Wealth Dimensions Group
Ohio
$617K -$407 -1 -0.1%
AAS
1752
Annex Advisory Services
Wisconsin
$613K +$6.11K +15 +1%
CAM
1753
Concorde Asset Management
Michigan
$612K +$56.2K +138 +10%
WA
1754
Wealth Architects
California
$612K – – –
TW
1755
Transform Wealth
Colorado
$612K -$27.8K -68 -4%
HCM
1756
Hall Capital Management
Rhode Island
$609K – – –
AWM
1757
Accurate Wealth Management
Florida
$608K +$608K +1,473 New
THL
1758
Tillman Hartley LLC
Colorado
$608K – – –
AFP
1759
Alpha Financial Partners
Kentucky
$607K +$46K +113 +8%
AA
1760
Axiom Advisory
California
$606K +$74.1K +182 +14%
RCIM
1761
Red Cedar Investment Management
Michigan
$605K +$605K +1,486 New
RPWA
1762
Regent Peak Wealth Advisors
Georgia
$605K – – –
GWSG
1763
GPS Wealth Strategies Group
Colorado
$604K +$30.1K +74 +5%
LG
1764
LAM Group
Oregon
$601K -$30.5K -75 -5%
DPI
1765
Diversified Portfolios Inc
Michigan
$599K -$58.3K -143 -9%
OIM
1766
Opus Investment Management
Massachusetts
$599K – – –
RSVP
1767
Ramsay Stattman Vela & Price
Colorado
$596K -$89.6K -220 -13%
1SB
1768
1ST Source Bank
Indiana
$595K +$815 +2 +0.1%
KCFA
1769
Key Client Fiduciary Advisors
New Jersey
$595K +$8.14K +20 +1%
MWP
1770
Madison Wealth Partners
Wisconsin
$594K -$20K -49 -3%
HCM
1771
Hengehold Capital Management
Ohio
$593K +$1.63K +4 +0.3%
BWA
1772
Bordeaux Wealth Advisors
California
$592K – – –
CAM
1773
Congress Asset Management
Massachusetts
$592K – – –
FWM
1774
Fairhaven Wealth Management
Illinois
$591K +$591K +1,451 New
BFP
1775
Beacon Financial Planning
Massachusetts
$589K – – –
69 70
71
72 73