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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.

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 %
MWM
2401
Marion Wealth Management
Pennsylvania
– -$793K -2,108 Closed
PWA
2402
Providence Wealth Advisors
Illinois
– -$781K -2,061 Closed
GC
2403
Gratus Capital
Georgia
– -$738K -1,961 Closed
WIC
2404
Whitegate Investment Counselors
New Hampshire
– -$728K -1,937 Closed
WPA
2405
Winning Points Advisors
Florida
– -$727K -1,933 Closed
AWC
2406
Abundance Wealth Counselors
Pennsylvania
– -$566K -1,505 Closed
WG
2407
Watchman Group
Texas
– -$564K -1,500 Closed
ICP
2408
Interchange Capital Partners
Pennsylvania
– -$528K -1,404 Closed
KF
2409
Krilogy Financial
Missouri
– -$523K -1,391 Closed
GSC
2410
Grey Street Capital
Illinois
– -$503K -1,337 Closed
Charles Schwab
2411
Charles Schwab
California
– -$482K -1,281 Closed
PPWP
2412
Proquility Private Wealth Partners
Nevada
– -$450K -1,196 Closed
CC
2413
Commons Capital
Massachusetts
– -$410K -1,091 Closed
PWA
2414
Primoris Wealth Advisors
Florida
– -$395K -1,050 Closed
ETC
2415
Exchange Traded Concepts
Oklahoma
– -$385K -1,025 Closed
TSS
2416
Two Sigma Securities
New York
– -$384K -1,020 Closed
CTA
2417
Colonial Trust Advisors
South Carolina
– -$376K -1,000 Closed
LAS
2418
LWM Advisory Services
Florida
– -$361K -959 Closed
VF
2419
Virtu Financial
New York
– -$356K -946 Closed
RS
2420
Retirement Solution
Washington
– -$353K -938 Closed
WC
2421
Wealth CMT
New Jersey
– -$333K -886 Closed
GA
2422
Greenspring Advisors
Maryland
– -$316K -841 Closed
MA
2423
MAS Advisors
Florida
– -$314K -834 Closed
LWA
2424
LWS Wealth Advisors
New Jersey
– -$293K -780 Closed
EWM
2425
Elmwood Wealth Management
California
– -$285K -757 Closed
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97
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