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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
37.4%
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
1
JPMorgan Chase & Co
New York
$9.22B
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$894M
3
CM
3
Churchill Management
California
$370M
4
Bank of America
4
Bank of America
North Carolina
$8.9B
5
NAM
5
Nissay Asset Management
Japan
$280M

Top Sellers

1
SCP
1
Syntal Capital Partners
Texas
$32.9M
2
SWG
2
Summit Wealth Group
Vermont
$42.6M
3
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$228M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.47B
5
FSCM
5
Front Street Capital Management
Montana
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
2351
Compass Wealth Management
Connecticut
$7.33K – – –
CCM
2352
Copeland Capital Management
Pennsylvania
$6.11K – – –
EWM
2353
EPG Wealth Management
Georgia
$6.11K – – –
BCM
2354
Blume Capital Management
California
$4.99K – – –
DF
2355
DecisionPoint Financial
Arizona
$4.48K – – –
MCA
2356
Maryland Capital Advisors
Maryland
$4.48K +$4.48K +11 New
FBC
2357
Fairfield, Bush & Co
Connecticut
$4.07K +$4.07K +10 New
FFA
2358
Fairfield Financial Advisors
Massachusetts
$3.68K – – –
SL
2359
Savior LLC
Massachusetts
$3.67K – – –
BHWM
2360
Bay Harbor Wealth Management
Maryland
$3.27K – – –
CFG
2361
CKW Financial Group
Hawaii
$3K +$3K +7 New
BCPWM
2362
Bradley & Co Private Wealth Management
Florida
$2.85K +$2.85K +7 New
CFS
2363
CGC Financial Services
Oregon
$2.44K +$2.44K +6 New
NA
2364
Nordwand Advisors
Pennsylvania
$2.04K – – –
Daiwa Securities Group
2365
Daiwa Securities Group
Japan
$2K – – –
TCCM
2366
Timber Creek Capital Management
Massachusetts
$1.27K +$1.27K +3 New
PI
2367
PEAK6 Investments
Illinois
$1.05K -$5.26K -15 -83%
TFA
2368
Transamerica Financial Advisors
Florida
$1K – – –
C
2369
Covestor
United Kingdom
$1K – – –
HCP
2370
Hexagon Capital Partners
Arkansas
$831 – – –
LWA
2371
Lowe Wealth Advisors
Maryland
$815 – – –
TC
2372
Truvestments Capital
Florida
$815 – – –
WSC
2373
Wellington Shields & Co
New York
$407 -$59K -145 -99%
PCM
2374
Perritt Capital Management
Illinois
$407 +$407 +1 New
DI
2375
Disciplined Investments
Oklahoma
$326 – – –
93 94
95
96 97