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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 %
AWA
1851
Alta Wealth Advisors
Massachusetts
$498K -$11K -27 -2%
AC
1852
Avestar Capital
New York
$498K – – –
BHBT
1853
Burke & Herbert Bank & Trust
Virginia
$497K – – –
TFO
1854
Tarbox Family Office
California
$496K – – –
NAM
1855
NorthCrest Asset Manangement
Minnesota
$495K -$94.1K -231 -16%
DA
1856
Drake & Associates
Wisconsin
$494K +$2.44K +6 +0.5%
BCP
1857
Berkeley Capital Partners
Georgia
$494K – – –
STCOSD
1858
Sageworth Trust Company of South Dakota
South Dakota
$494K – – –
IIA
1859
Integral Investment Advisors
California
$492K +$492K +1,209 New
AIFAIM
1860
American Institute for Advanced Investment Management
Arizona
$492K -$26.5K -65 -5%
RFP
1861
Root Financial Partners
California
$491K -$147K -360 -23%
DWMS
1862
Dominguez Wealth Management Solutions
Virginia
$491K – – –
SS
1863
Sunbelt Securities
Texas
$491K +$44K +108 +10%
ICP
1864
Ironvine Capital Partners
Nebraska
$491K +$232K +569 +89%
WOSD
1865
WFA of San Diego
California
$490K -$13K -32 -3%
MM
1866
Main Management
California
$488K – – –
WHG
1867
Westwood Holdings Group
Texas
$487K -$86.7K -213 -15%
SPAS
1868
Spectrum Planning & Advisory Services
California
$486K +$126K +308 +35%
TGAM
1869
TBH Global Asset Management
Tennessee
$486K -$815 -2 -0.2%
SWM
1870
Sugarloaf Wealth Management
Georgia
$483K +$79.4K +195 +20%
BWM
1871
Baron Wealth Management
Michigan
$483K -$24.4K -60 -5%
MPIA
1872
Mountain Pacific Investment Advisers
Idaho
$481K – – –
ASW
1873
Astoria Strategic Wealth
Texas
$481K – – –
OFG
1874
Orcam Financial Group
California
$480K +$815 +2 +0.2%
PPC
1875
Park Place Capital
Alabama
$479K – – –
73 74
75
76 77