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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 %
GWAM
2126
Guardian Wealth Advisors (Minnesota)
Minnesota
$260K +$260K +639 New
NLP
2127
Next Level Private
New York
$259K +$259K +642 New
HFS
2128
Howard Financial Services
Texas
$259K +$34.2K +84 +15%
CHC
2129
City Holding Co
West Virginia
$258K -$81.5K -200 -24%
ACA
2130
Affinity Capital Advisors
California
$258K -$3.26K -8 -1%
ARG
2131
Advisory Resource Group
Oklahoma
$257K +$257K +632 New
TPA
2132
Trivium Point Advisory
Connecticut
$257K -$197K -483 -43%
EDRH
2133
Edmond de Rothschild Holding
Switzerland
$257K – – –
WWG
2134
West Wealth Group
California
$256K -$287K -704 -53%
PAWA
2135
Palo Alto Wealth Advisors
California
$256K – – –
AWMG
2136
Alliance Wealth Management Group
New Jersey
$256K +$14.3K +35 +6%
AAM
2137
Aureus Asset Management
Massachusetts
$256K -$47.2K -116 -16%
TCA
2138
Trifecta Capital Advisors
Illinois
$256K – – –
LWAM
2139
Legacy Wealth Asset Management
Minnesota
$255K – – –
SPC
2140
Stewart & Patten Company
California
$254K -$177K -435 -41%
WWM
2141
WT Wealth Management
Arizona
$254K +$254K +622 New
TCPWM
2142
Traverso Chambers Private Wealth Management
California
$253K +$253K +622 New
LJAC
2143
L.J. Altfest & Co
New York
$251K +$815 +2 +0.3%
RW
2144
RVW Wealth
California
$250K +$8.96K +22 +4%
CHP
2145
Cable Hill Partners
Oregon
$250K +$250K +611 New
PSB
2146
Piscataqua Savings Bank
New Hampshire
$249K – – –
TFP
2147
Triune Financial Partners
Kansas
$248K – – –
TVAMP
2148
Tennessee Valley Asset Management Partners
Tennessee
$247K +$4.07K +10 +2%
SA
2149
Sicart Associates
New York
$247K +$247K +605 New
RA
2150
Rodgers & Associates
Pennsylvania
$247K +$14.3K +35 +6%
84 85
86
87 88