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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 %
GAM
2426
Grandview Asset Management
Pennsylvania
– -$278K -739 Closed
WI
2427
WBI Investments
New Jersey
– -$274K -729 Closed
RWM
2428
Revisor Wealth Management
Ohio
– -$271K -719 Closed
GBWM
2429
Granite Bay Wealth Management
New Hampshire
– -$260K -692 Closed
FC
2430
FCA Corp
Texas
– -$257K -684 Closed
CC
2431
Capital Counsel
New York
– -$254K -675 Closed
RBFC
2432
Roman Butler Fullerton & Co
Missouri
– -$234K -626 Closed
DFG
2433
Delta Financial Group
New Jersey
– -$233K -619 Closed
MYIA
2434
Mount Yale Investment Advisors
Colorado
– -$228K -605 Closed
SLWA
2435
San Luis Wealth Advisors
California
– -$224K -595 Closed
AHC
2436
Anderson Hoagland & Co
Missouri
– -$221K -587 Closed
EB
2437
Eastern Bank
Massachusetts
– -$219K -583 Closed
VIP
2438
Vantage Investment Partners
Missouri
– -$213K -566 Closed
HC
2439
Hamilton Capital
Ohio
– -$209K -556 Closed
KL
2440
KWMG LLC
Kansas
– -$202K -537 Closed
QPBE
2441
Quintet Private Bank (Europe)
Luxembourg
– -$201K -535 Closed
DACG
2442
Donor Advised Charitable Giving
California
– -$200K -533 Closed
PA
2443
Planning Alternatives
Michigan
– -$200K -532 Closed
M1FG
2444
Mach-1 Financial Group
Arkansas
– -$118M -482 Closed
OCM
2445
Orion Capital Management
California
– -$151K -402 Closed
GFWA
2446
Grey Fox Wealth Advisors
Delaware
– -$78.9K -210 Closed
CIA
2447
Cascade Investment Advisors
Oregon
– -$75.2K -200 Closed
LFA
2448
Legend Financial Advisors
Pennsylvania
– -$67.7K -180 Closed
CI
2449
Cordant Inc
Oregon
– -$51K -136 Closed
AWM
2450
Aberdeen Wealth Management
Illinois
– -$32K -85 Closed
95 96 97
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