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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 %
PFM
2201
Patton Fund Management
Texas
$216K +$216K +530 New
SC
2202
Stolper & Co
Oklahoma
$214K -$5.7K -14 -3%
MRCM
2203
M&R Capital Management
New Jersey
$213K +$211K +518 +10,360%
CC
2204
Cypress Capital
Tennessee
$213K +$213K +523 New
SP
2205
Successful Portfolios
Florida
$213K +$213K +522 New
DSA
2206
Droms Strauss Advisors
Missouri
$212K +$212K +521 New
WC
2207
Weil Company
California
$212K +$212K +520 New
ASFA
2208
All Season Financial Advisors
Colorado
$211K -$26.9K -66 -11%
DWA
2209
Delap Wealth Advisory
Oregon
$211K +$211K +519 New
NG
2210
NatWest Group
United Kingdom
$211K -$101K -247 -32%
ECM
2211
Exchange Capital Management
Michigan
$211K +$211K +518 New
I2I
2212
Insight 2811 Inc
Illinois
$211K +$211K +518 New
LCGC
2213
Legacy Capital Group California
California
$211K +$211K +518 New
KFP
2214
KMG Fiduciary Partners
Ohio
$210K -$39.1K -96 -16%
KC
2215
Kingfisher Capital
North Carolina
$210K +$210K +517 New
PWMG
2216
Prestige Wealth Management Group
New Jersey
$210K -$230K -563 -52%
SWIG
2217
Strategic Wealth Investment Group
Kentucky
$210K +$210K +515 New
FF
2218
Fluent Financial
Texas
$209K +$209K +513 New
UL
2219
Unionview LLC
Washington
$208K +$208K +510 New
MWM
2220
Meritas Wealth Management
California
$207K +$207K +509 New
NA
2221
Navellier & Associates
Nevada
$206K +$206K +506 New
CAM
2222
Claret Asset Management
Quebec, Canada
$206K +$206K +507 New
BIAS
2223
Beacon Investment Advisory Services
New Jersey
$206K +$206K +506 New
HWP
2224
Heritage Wealth Partners
Ohio
$205K +$205K +505 New
EWM
2225
Elevatus Welath Management
New York
$205K +$205K +504 New
87 88
89
90 91