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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 %
OPWM
2176
Oxinas Partners Wealth Management
Indiana
$235K +$10.6K +26 +5%
KCM
2177
KRS Capital Management
Michigan
$234K – – –
AAM
2178
Ascension Asset Management
New York
$234K +$234K +575 New
CG
2179
Clarus Group
Texas
$233K +$233K +573 New
TAM
2180
Townsend Asset Management
North Carolina
$233K – – –
PWM
2181
Palumbo Wealth Management
New York
$232K -$32.6K -80 -12%
AFWM
2182
AMJ Financial Wealth Management
Virginia
$230K +$230K +565 New
HW
2183
Hedeker Wealth
Illinois
$230K +$7.74K +19 +3%
HWMG
2184
Hurlow Wealth Management Group
Indiana
$229K – – –
SNBOSCI
2185
Security National Bank of Sioux City Iowa
Iowa
$228K +$228K +561 New
TLP
2186
Trinity Legacy Partners
Texas
$228K -$228K -560 -50%
FA
2187
Fagan Associates
New York
$225K – – –
CSA
2188
Cottage Street Advisors
Massachusetts
$225K – – –
KWA
2189
Kellett Wealth Advisors
Ohio
$224K +$224K +551 New
MAM
2190
Morse Asset Management
Connecticut
$224K -$10.2K -25 -4%
MPM
2191
Meritage Portfolio Management
Kansas
$223K -$19.2K -47 -8%
REMPR
2192
Roof Eidam Maycock Peralta (REMP)
California
$222K +$222K +546 New
SWM
2193
Seaside Wealth Management
California
$222K +$222K +546 New
ASC
2194
Atalanta Sosnoff Capital
New York
$222K – – –
MFS
2195
McNamara Financial Services
Massachusetts
$221K -$2.85K -7 -1%
TRIA
2196
Trail Ridge Investment Advisors
Colorado
$220K +$220K +539 New
PCA
2197
Private Capital Advisors
Connecticut
$218K – – –
NFSG
2198
Newbridge Financial Services Group
Florida
$218K +$17.1K +42 +9%
BFA
2199
Bragg Financial Advisors
North Carolina
$217K -$407 -1 -0.2%
MKA
2200
M. Kulyk & Associates
Georgia
$216K +$216K +531 New
86 87
88
89 90