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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 %
DC
201
Davenport & Co
Virginia
$76.1M -$579K -1,421 -0.8%
CA
202
Cetera Advisors
Colorado
$75.4M -$8.06M -19,799 -10%
FMWA
203
Forvis Mazars Wealth Advisors
Missouri
$74.7M +$1.82M +4,459 +2%
CST
204
Charles Schwab Trust
Nevada
$73.7M -$281K -732 -0.4%
MC
205
McMorgan & Co
California
$73.2M -$17.8M -43,761 -20%
KHLMVGHM
206
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$71.2M – – –
KAS
207
Kestra Advisory Services
Texas
$71M +$3.92M +9,629 +6%
DT
208
Daniels + Tansey
Delaware
$70.9M -$628K -1,543 -0.9%
GA
209
GoalVest Advisory
New York
$70.6M +$16.7M +41,126 +31%
SFP
210
Sweet Financial Partners
Minnesota
$70.6M -$3.27M -8,040 -4%
IL
211
Investure LLC
Virginia
$70.3M -$17.8M -43,595 -20%
CA
212
Cambridge Advisors
Nebraska
$69.3M -$1.52M -3,720 -2%
LSAG
213
Lake Street Advisors Group
New Hampshire
$68.4M +$3.41M +8,380 +5%
WWM
214
Wiser Wealth Management
Georgia
$67.8M +$1.29M +3,179 +2%
First Manhattan
215
First Manhattan
New York
$67.7M +$3.87M +9,495 +6%
ECG
216
Edge Capital Group
Georgia
$67.2M -$2.39M -5,869 -3%
CAM
217
Cresset Asset Management
Illinois
$67M +$37.5M +91,770 +127%
SCM
218
Stordahl Capital Management
Colorado
$66.1M +$55.8K +137 +0.1%
William Blair & Company
219
William Blair & Company
Illinois
$65.8M +$9.13M +22,410 +16%
MCCA
220
Mill Creek Capital Advisors
Pennsylvania
$65M +$4.91M +12,044 +8%
WFA
221
WestHill Financial Advisors
California
$64.7M +$340K +834 +0.5%
CG
222
Caprock Group
Idaho
$64.5M -$870K -2,128 -1%
MTWSIF
223
Mivtachim The Workers Social Insurance Fund
Israel
$64.4M -$4.6M -11,300 -7%
CF
224
Cantor Fitzgerald
New York
$64.4M -$2.4M -5,902 -4%
ZF
225
Zhang Financial
Michigan
$63.6M +$9.25M +22,726 +17%
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