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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 %
IIA
1776
IPG Investment Advisors
California
$588K -$96.9K -237 -14%
OMC
1777
Overbrook Management Corp
New York
$587K +$198K +485 +51%
TCWA
1778
Ten Capital Wealth Advisors
Washington
$585K -$7.77K -19 -1%
CFA
1779
Cahill Financial Advisors
Minnesota
$580K +$33.4K +82 +6%
BAM
1780
Berkshire Asset Management
Pennsylvania
$578K +$151K +370 +35%
TNAM
1781
Terra Nova Asset Management
New York
$578K +$122K +300 +27%
MIC
1782
Meridian Investment Counsel
California
$574K – – –
APTFM
1783
AGUR Provident & Training Funds Management
Israel
$574K -$5.31K -1,300 -0.9%
WA
1784
Waterford Advisors
New York
$571K -$3.26K -8 -0.6%
LA
1785
Lakeside Advisors
Washington
$570K – – –
LAM
1786
Lakewood Asset Management
Illinois
$568K – – –
SFG
1787
SNS Financial Group
Minnesota
$568K – – –
SRWM
1788
Shira Ridge Wealth Management
California
$564K – – –
PWAG
1789
Polaris Wealth Advisory Group
California
$560K -$45.2K -111 -7%
FAT
1790
First American Trust
California
$560K +$83K +204 +17%
RWM
1791
Refined Wealth Management
Utah
$559K -$14.3K -35 -2%
VWA
1792
VERITY Wealth Advisors
United States
$558K – – –
AWA
1793
Acorn Wealth Advisors
Michigan
$557K +$210K +516 +61%
HCMT
1794
Highland Capital Management (Tennessee)
Tennessee
$556K +$126K +310 +29%
SFG
1795
Steward Financial Group
Texas
$554K +$554K +1,362 New
LA
1796
Lane & Associates
New Jersey
$554K -$50.9K -125 -8%
SCM
1797
Schnieders Capital Management
California
$552K +$3.26K +8 +0.6%
CPA
1798
Capital Planning Advisors
California
$551K +$551K +1,354 New
PFG
1799
Pacific Financial Group
Washington
$551K -$5.29K -13 -1%
WKWM
1800
Walter & Keenan Wealth Management
Indiana
$551K +$73.3K +180 +15%
70 71
72
73 74