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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 %
PC
2301
Pecaut & Co
Iowa
$60.2K +$11K +27 +22%
BCM
2302
Bourgeon Capital Management
Connecticut
$59.5K +$12.2K +30 +26%
SFC
2303
SYM Financial Corp
Indiana
$56.6K -$63.1K -155 -53%
BAM
2304
Bellevue Asset Management
Washington
$50.9K – – –
CB
2305
CNB Bank
Pennsylvania
$48.9K -$14.7K -36 -23%
NIC
2306
Northwest Investment Counselors
Oregon
$48.9K – – –
MAWCM
2307
Mine & Arao Wealth Creation & Management
California
$46.9K – – –
MWA
2308
Moser Wealth Advisors
Washington
$46.8K +$46.8K +115 New
VNA
2309
Valley National Advisers
Pennsylvania
$44K +$22K +53 +100%
PFG
2310
Piershale Financial Group
Illinois
$41.8K – – –
CWM
2311
CarsonAllaria Wealth Management
Illinois
$40.9K – – –
APC
2312
Aspire Private Capital
North Carolina
$39.9K +$407 +1 +1%
KFS
2313
Kelly Financial Services
Massachusetts
$39.4K – – –
MIM
2314
MTM Investment Management
South Carolina
$38.7K +$8.15K +20 +27%
VCM
2315
Versant Capital Management
Arizona
$37.6K +$2.87K +7 +8%
CAM
2316
Costello Asset Management
Pennsylvania
$37.1K – – –
SIM
2317
Studio Investment Management
Illinois
$35.6K +$14.3K +35 +67%
OA
2318
Operose Advisors
Wisconsin
$35.5K +$26.9K +66 +314%
ZC
2319
Zeit Capital
Colorado
$32.6K – – –
DWA
2320
Dougherty Wealth Advisers
Minnesota
$31.4K – – –
EWP
2321
Elevation Wealth Partners
California
$30.1K +$30.1K +74 New
MPCG
2322
Matrix Private Capital Group
New York
$29.5K +$5.32K +13 +22%
GCM
2323
Garland Capital Management
Washington
$29.3K – – –
MIA
2324
Milestone Investment Advisors
Wisconsin
$26.9K -$2.85K -7 -10%
PPWM
2325
PFG Private Wealth Management
Florida
$24.4K -$1.22K -3 -5%
91 92
93
94 95