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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 %
HFS
2251
Hantz Financial Services
Michigan
$159K +$1.22K +3 +0.8%
BCV
2252
Banque Cantonale Vaudoise
Switzerland
$157K -$10.2K -25 -6%
CIA
2253
Cape Investment Advisory
Georgia
$151K +$14.3K +35 +10%
BWP
2254
Baldwin Wealth Partners
Massachusetts
$147K -$8.15K -20 -5%
OC
2255
Oakworth Capital
Alabama
$146K +$87.2K +214 +149%
CAL
2256
Capital Analysts LLC
Pennsylvania
$143K -$353K -865 -71%
RP
2257
Rowlandmiller & Partners
Georgia
$142K – – –
DJSG
2258
D.J. St. Germain
Massachusetts
$142K +$142K +349 New
TAM
2259
Tucker Asset Management
Colorado
$139K -$99.4K -244 -42%
WCMN
2260
Westchester Capital Management (Nebraska)
Nebraska
$138K -$15.5K -38 -10%
TF
2261
TimeScale Financial
Massachusetts
$138K – – –
RFA
2262
Register Financial Advisors
Georgia
$133K -$11K -27 -8%
IWMA
2263
Ironwood Wealth Management (Arizona)
Arizona
$132K +$3.67K +9 +3%
CAL
2264
Capital Advisors Ltd
Ohio
$126K – – –
OLVIG
2265
Oliver Lagore Vanvalin Investment Group
Michigan
$124K +$102K +251 +474%
DAM
2266
Delta Asset Management
Tennessee
$123K -$1.22K -3 -1%
HWM
2267
Horizons Wealth Management
North Carolina
$123K +$55.8K +137 +83%
AWA
2268
Alaska Wealth Advisors
Alaska
$122K +$114K +279 +1,329%
VAG
2269
VisionPoint Advisory Group
Texas
$122K +$122K +300 New
ME
2270
McIlrath & Eck
Washington
$118K -$407 -1 -0.3%
ECM
2271
Elgethun Capital Management
South Dakota
$115K +$115K +282 New
SCA
2272
Stuart Chaussee & Associates
California
$114K +$68K +167 +146%
GTAM
2273
Global Trust Asset Management
Florida
$113K +$91.7K +225 +433%
BCP
2274
Blue Chip Partners
Michigan
$109K +$109K +268 New
HBW
2275
Hazlett, Burt & Watson
West Virginia
$109K +$82.8K +205 +315%
89 90
91
92 93