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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 %
HSG
1901
Helen Stephens Group
Texas
$448K – – –
CWM
1902
Cahill Wealth Management
Michigan
$448K – – –
AWG
1903
Altus Wealth Group
Colorado
$441K +$42K +103 +10%
BHIC
1904
Bassett Hargrove Investment Counsel
Delaware
$440K +$12.7K +36 +3%
RMC
1905
Resources Management Corp
Connecticut
$440K +$343K +843 +356%
MWP
1906
Meredith Wealth Planning
Illinois
$439K -$29.7K -73 -6%
AIA
1907
Armor Investment Advisors
North Carolina
$439K +$8.15K +20 +2%
MAM
1908
Mystic Asset Management
Rhode Island
$438K -$407K -1,000 -48%
FFWA
1909
FRG Family Wealth Advisors
Washington
$438K +$26.5K +65 +6%
BFA
1910
BMS Financial Advisors
South Dakota
$437K -$11K -27 -2%
FCM
1911
Family Capital Management
Michigan
$435K +$206K +506 +90%
MCCP
1912
Mission Creek Capital Partners
California
$433K -$8.15K -20 -2%
BFG
1913
Bouchey Financial Group
New York
$429K +$3.26K +8 +0.8%
DTC
1914
Davidson Trust Company
Washington
$428K +$189K +463 +79%
WPC
1915
White Pine Capital
Minnesota
$428K – – –
SEIA
1916
Signature Estate & Investment Advisors
California
$427K -$210K -515 -33%
TCWM
1917
Total Clarity Wealth Management
Illinois
$425K -$13K -32 -3%
TFP
1918
Tilia Fiduciary Partners
North Carolina
$424K – – –
GCM
1919
Gables Capital Management
Florida
$424K – – –
IGGA
1920
Iron Gate Global Advisors
Utah
$423K – – –
TVWM
1921
Tower View Wealth Management
Wisconsin
$422K -$501K -1,231 -54%
AWM
1922
Aspire Wealth Management
Massachusetts
$421K -$3.26K -8 -0.8%
BRG
1923
Bay Rivers Group
Virginia
$419K – – –
CWM
1924
C2C Wealth Management
Arizona
$419K +$830 +2 +0.2%
CIS
1925
Continental Investors Services
Washington
$418K +$418K +1,009 New
75 76
77
78 79