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

Top Sellers

1
SCP
Syntal Capital Partners
Texas
$32.9M
2
SWG
Summit Wealth Group
Vermont
$42.6M
3
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$228M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.47B
5
FSCM
Front Street Capital Management
Montana
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFP
2101
Leeward Financial Partners
Washington
$287K -$80.6K -198 -22%
WW
2102
Westshore Wealth
California
$285K -$204K -500 -42%
PRS
2103
Pinkerton Retirement Specialists
Idaho
$284K +$284K +698 New
B
2104
Bellecapital
Switzerland
$284K +$284K +697 New
JC
2105
Jentner Corp
Ohio
$280K – – –
AIM
2106
Arcadia Investment Management
Michigan
$280K – – –
CBOR
2107
Community Bank of Raymore
Missouri
$279K – – –
CCA
2108
Conservest Capital Advisors
Pennsylvania
$278K – – –
EK
2109
Evensky & Katz
Florida
$278K +$238K +584 +590%
OWA
2110
Octavia Wealth Advisors
Ohio
$276K +$276K +675 New
SWP
2111
Semus Wealth Partners
Florida
$276K -$16.7K -41 -6%
MG
2112
MilWealth Group
Wisconsin
$276K – – –
CFO
2113
Colony Family Offices
North Carolina
$275K +$28.2K +69 +11%
SCM
2114
Stonehearth Capital Management
Massachusetts
$274K +$274K +672 New
SIC
2115
Sterling Investment Counsel
New York
$269K +$25.3K +62 +10%
TCM
2116
Telos Capital Management
California
$269K -$17.1K -42 -6%
LCM
2117
Lazari Capital Management
California
$269K +$269K +659 New
CWA
2118
Cornerstone Wealth Advisors
Minnesota
$268K – – –
BA
2119
Ballew Advisors
Mississippi
$267K – – –
DP
2120
Denver PWM
Colorado
$266K +$266K +654 New
JE
2121
JMAC Enterprises
Pennsylvania
$266K +$6.52K +16 +3%
KWA
2122
Kingswood Wealth Advisors
California
$265K +$265K +651 New
RVPG
2123
Relative Value Partners Group
$263K +$263K +646 New
Group One Trading
2124
Group One Trading
Illinois
$263K +$263K +646 New
JWM
2125
Jessup Wealth Management
Ohio
$262K +$14.3K +35 +6%
83 84
85
86 87