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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
1
JPMorgan Chase & Co
New York
$9.22B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$894M
3
CM
3
Churchill Management
California
$370M
4
Bank of America
4
Bank of America
North Carolina
$8.9B
5
NAM
5
Nissay Asset Management
Japan
$280M

Top Sellers

1
SCP
1
Syntal Capital Partners
Texas
$32.9M
2
SWG
2
Summit Wealth Group
Vermont
$42.6M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$228M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.47B
5
FSCM
5
Front Street Capital Management
Montana
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
176
Arrow Financial
New York
$90.1M -$8.48M -20,825 -9%
RJT
177
Raymond James Trust
Florida
$90.1M +$3.36M +8,245 +4%
Bank Julius Baer & Co
178
Bank Julius Baer & Co
Switzerland
$89.7M -$4.7M -11,539 -5%
Allianz Asset Management
179
Allianz Asset Management
Germany
$89.6M +$5.05M +12,400 +6%
CTB
180
Country Trust Bank
Illinois
$88.7M +$19.1K +47 +0%
YC
181
Yarbrough Capital
Tennessee
$88.2M – – –
SC
182
Sepio Capital
Utah
$88.1M +$30.5M +74,860 +53%
Natixis Advisors
183
Natixis Advisors
Massachusetts
$87.6M +$875K +2,149 +1%
EA
184
Efficient Advisors
Ohio
$87.6M +$202K +495 +0.2%
RSWM
185
Robertson Stephens Wealth Management
California
$87.2M +$2.46M +6,028 +3%
KP
186
Keel Point
Alabama
$86.9M +$5.71M +14,027 +7%
Fidelity Investments
187
Fidelity Investments
Massachusetts
$86.7M +$770K +1,891 +0.9%
BlackRock
188
BlackRock
New York
$85.9M -$2.64M -6,485 -3%
EH
189
Equitable Holdings
New York
$85.9M +$2.56M +6,287 +3%
VWM
190
Venturi Wealth Management
Texas
$84.8M +$32.8M +80,411 +63%
GG
191
Gleason Group
Kentucky
$84.6M +$3.37M +8,267 +4%
HI
192
Harbour Investments
Wisconsin
$83.3M +$5.26M +12,903 +7%
FAG
193
Financial Advisory Group
Texas
$82.7M -$3.58M -8,792 -4%
LGWM
194
Litman Gregory Wealth Management
California
$81.3M +$81.3M +199,499 New
SIA
195
Strategic Investment Advisors
Michigan
$81.2M +$42.8M +105,165 +112%
PGFC
196
Peapack-Gladstone Financial Corp
New Jersey
$80.1M -$5.16M -12,664 -6%
ST
197
Sageworth Trust
Pennsylvania
$79.5M -$253K -620 -0.3%
CCM
198
Condor Capital Management
New Jersey
$79.1M +$699K +1,716 +0.9%
LMIM
199
Lockheed Martin Investment Management
Maryland
$78.7M +$55.5M +136,300 +239%
CPIG
200
Chicago Partners Investment Group
Illinois
$76.4M +$4.19M +10,136 +6%
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