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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 %
RI
1801
Rinkey Investments
California
$550K +$7.33K +18 +1%
CWM
1802
CCG Wealth Management
California
$548K – – –
OWM
1803
Opes Wealth Management
California
$547K +$167K +410 +44%
OCM
1804
Osterweis Capital Management
California
$547K -$405K – –
BFIC
1805
Bedell Frazier Investment Counselling
California
$545K -$84.3K -207 -13%
GAM
1806
Gould Asset Management
California
$544K – – –
RW
1807
REDW Wealth
New Mexico
$543K -$11.4K -28 -2%
FCM
1808
Firestone Capital Management
Florida
$541K +$12K +29 +2%
HBT
1809
Hills Bank & Trust
Iowa
$538K -$14.3K -35 -3%
FCFC
1810
First Citizens Financial Corp
Iowa
$537K +$537K +1,319 New
AAP
1811
Arax Advisory Partners
Colorado
$536K -$51.7K -127 -9%
WJA
1812
Willis Johnson & Associates
Texas
$535K +$535K +1,314 New
LA
1813
LexAurum Advisors
Kansas
$534K -$22K -54 -4%
BP
1814
Broadleaf Partners
Ohio
$532K +$96.5K +237 +22%
CIAS
1815
CBIZ Investment Advisory Services
Ohio
$532K – – –
SFM
1816
Signet Financial Management
New Jersey
$532K – – –
BWA
1817
Beam Wealth Advisors
Louisiana
$531K +$39.5K +97 +8%
CFAM
1818
Center For Asset Management
Florida
$529K +$109K +267 +26%
BOPW
1819
Brandywine Oak Private Wealth
Pennsylvania
$528K +$19.6K +48 +4%
PPW
1820
Presilium Private Wealth
Pennsylvania
$527K +$43.6K +107 +9%
GP
1821
Girard Partners
Pennsylvania
$525K -$9.78K -24 -2%
BWM
1822
Baystate Wealth Management
Massachusetts
$524K +$181K +445 +53%
SEI Investments
1823
SEI Investments
Pennsylvania
$524K -$8.55K -21 -2%
MAM
1824
McLean Asset Management
Virginia
$523K +$26.9K +66 +5%
PO
1825
Private Ocean
California
$522K -$38.7K -95 -7%
71 72
73
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