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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 %
MAM
2076
MMA Asset Management
Pennsylvania
$304K +$42.4K +104 +16%
PAM
2077
Pegasus Asset Management
New York
$304K – – –
HWA
2078
Heartwood Wealth Advisors
Virginia
$304K – – –
TCM
2079
Tandem Capital Management
New Jersey
$303K – – –
MF
2080
Meridian Financial
Massachusetts
$302K +$32.6K +80 +12%
LOIP
2081
Live Oak Investment Partners
Texas
$302K -$302K – –
NRG
2082
Nemes Rush Group
Michigan
$300K +$300K +737 New
EAM
2083
Empirical Asset Management
Massachusetts
$299K – – –
CWM
2084
Cranbrook Wealth Management
Michigan
$297K – – –
NP
2085
Nilsine Partners
Colorado
$297K -$38.7K -95 -12%
PEA
2086
Park Edge Advisors
Ohio
$296K – – –
FCA
2087
FLC Capital Advisors
California
$295K -$31.4K -77 -10%
APWM
2088
Atlas Private Wealth Management
New York
$295K +$295K +724 New
CSB
2089
City State Bank
Iowa
$294K -$111K -273 -27%
AA
2090
Ashford Advisors
New York
$293K – – –
SOAG
2091
Silver Oak Advisory Group
Oregon
$293K – – –
WIM
2092
Waycross Investment Management
Washington
$293K – – –
NCM
2093
Neumann Capital Management
California
$292K -$20.4K -50 -7%
LFG
2094
Lockerman Financial Group
California
$292K – – –
GCP
2095
GSA Capital Partners
United Kingdom
$290K +$63.9K +157 +28%
BIP
2096
Blueprint Investment Partners
North Carolina
$289K -$4.59M -11,277 -94%
DIA
2097
Davidson Investment Advisors
Montana
$289K +$289K +709 New
CAM
2098
Carret Asset Management
New York
$288K +$288K +707 New
HWA
2099
HCR Wealth Advisors
California
$288K -$9.77K -24 -3%
CISOA
2100
Capital Investment Services of America
Wisconsin
$287K -$8.15K -20 -3%
82 83
84
85 86