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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 %
BFWA
1926
Benchmark Financial Wealth Advisors
Florida
$418K -$7.33K -18 -2%
DSN
1927
D. Scott Neal
Kentucky
$414K -$28.9K -71 -7%
FNBOMD
1928
First National Bank of Mount Dora
Florida
$414K +$414K +1,017 New
KAM
1929
Knightsbridge Asset Management
California
$414K -$687K -1,685 -62%
AUB
1930
Atlantic Union Bankshares
Virginia
$414K – – –
CA
1931
Cresta Advisors
Texas
$413K +$84.3K +207 +26%
PBF
1932
Petix & Botte Financial
California
$411K +$411K +1,010 New
RFWA
1933
RPg Family Wealth Advisory
Massachusetts
$411K +$411K +1,005 New
CWM
1934
Chesapeake Wealth Management
Virginia
$409K – – –
ACP
1935
Aviance Capital Partners
Florida
$408K +$17.1K +42 +4%
TI
1936
tru Independence
Oregon
$408K -$6.11K -15 -1%
FTC
1937
Farmers Trust Company
Ohio
$407K – – –
HFM
1938
Hartford Financial Management
Connecticut
$407K – – –
SFWC
1939
Strategic Family Wealth Counselors
New Jersey
$407K – – –
AWA
1940
Aquire Wealth Advisors
Utah
$407K +$407K +1,000 New
MWAM
1941
Manhattan West Asset Management
California
$406K -$407 -1 -0.1%
NL
1942
NVWM LLC
Pennsylvania
$404K -$2.36M -5,781 -85%
LAM
1943
LifePro Asset Management
California
$403K -$30.5K -75 -7%
SIAS
1944
Summit Investment Advisory Services
Minnesota
$403K -$27.7K -68 -6%
AFG
1945
Atomi Financial Group
New York
$403K +$403K +989 New
RSS
1946
Rosenblum Silverman Sutton
California
$401K -$120K -295 -23%
NL
1947
Navalign LLC
California
$400K – – –
GGS
1948
Galvin Gaustad & Stein
Arizona
$399K -$52.9K -130 -12%
RWA
1949
Rainsberger Wealth Advisors
Colorado
$398K +$2.85K +7 +0.7%
PAM
1950
Panagora Asset Management
Massachusetts
$398K +$44.8K +110 +13%
76 77
78
79 80