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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 %
BF
2051
Brogan Financial
Tennessee
$327K +$1.23K +3 +0.4%
WKSWA
2052
White Knight Strategic Wealth Advisors
New Jersey
$326K +$12.6K +31 +4%
LNB
2053
Ledyard National Bank
$326K -$8.15K -20 -2%
MKC
2054
M. Kraus & Co
Vermont
$326K – – –
NCG
2055
Newport Capital Group
New Jersey
$324K +$324K +796 New
FM
2056
Foster & Motley
Ohio
$324K +$14.7K +36 +5%
WCA
2057
Waypoint Capital Advisors
Minnesota
$324K +$40.8K +100 +14%
SPI
2058
Santori & Peters Inc
Pennsylvania
$320K -$2.44K -6 -0.8%
KWMG
2059
King Wealth Management Group
Florida
$319K -$6.11K -15 -2%
SSW
2060
Stone Summit Wealth
Florida
$319K +$85.5K +210 +37%
HR
2061
Howe & Rusling
New York
$314K -$4.07K -10 -1%
CSC
2062
Caldwell Sutter Capital
California
$314K +$183K +449 +139%
PWP
2063
Pursue Wealth Partners
California
$314K – – –
FPGT
2064
Financial Partners Group (Tennessee)
Tennessee
$313K – – –
CCA
2065
Clearwater Capital Advisors
Illinois
$311K +$311K +764 New
PCH
2066
PGIM Custom Harvest
New Jersey
$310K – – –
SWMG
2067
Signature Wealth Management Group
Georgia
$310K – – –
SC
2068
Sinecera Capital
Texas
$307K +$1.22K +3 +0.4%
MLFP
2069
MPS Loria Financial Planners
Illinois
$307K – – –
VC
2070
Veracity Capital
Georgia
$306K +$306K +751 New
EL
2071
EMFO LLC
Florida
$305K – – –
APS
2072
American Planning Services
Florida
$305K +$305K +750 New
HG
2073
Harbor Group
New Hampshire
$305K +$7.74K +19 +3%
BCFS
2074
Butensky & Cohen Financial Security
Florida
$304K -$46.4K -114 -13%
CIS
2075
Connors Investor Services
Pennsylvania
$304K – – –
81 82
83
84 85