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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
8.76%
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 Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$9.22B 22,637,204 +13,769,409 +155%
Bank of America
2
Bank of America
North Carolina
$8.9B 21,841,132 +907,351 +4%
RJA
3
Raymond James & Associates
Florida
$8.67B 21,279,479 +29,995 +0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$8.3B 20,374,764 +541,904 +3%
Morgan Stanley
5
Morgan Stanley
New York
$7.08B 17,375,738 +65,963 +0.4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$6.47B 15,897,907 -26,450,573 -62%
Goldman Sachs
7
Goldman Sachs
New York
$4.25B 10,425,445 +31,548 +0.3%
AA
8
Acorns Advisers
California
$3.15B 7,733,725 +39,199 +0.5%
UCFA
9
United Capital Financial Advisors
Texas
$1.83B 4,502,702 +146,292 +3%
Wells Fargo
10
Wells Fargo
California
$1.51B 3,714,123 +11,440 +0.3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.49B 3,653,389 +37,176 +1%
Ameriprise
12
Ameriprise
Minnesota
$1.48B 3,624,486 +334,663 +10%
LPL Financial
13
LPL Financial
California
$1.47B 3,609,385 -102,170 -3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.33B 3,277,772 +128,233 +4%
AssetMark Inc
15
AssetMark Inc
California
$1.27B 3,114,678 +57,957 +2%
NMIFOAC
16
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.15B 2,827,650 – –
UBS Group
17
UBS Group
Switzerland
$1.11B 2,727,227 -25,682 -0.9%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.09B 2,676,305 -22,244 -0.8%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$894M 2,195,194 +1,022,833 +87%
Truist Financial
20
Truist Financial
North Carolina
$893M 2,193,653 +37,494 +2%
ELFC
21
E-L Financial Corp
Ontario, Canada
$891M 1,653,654 -29 -0%
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$859M 2,110,000 -372,102 -15%
Cerity Partners
23
Cerity Partners
New York
$792M 1,945,544 +78,407 +4%
Osaic Holdings
24
Osaic Holdings
Arizona
$785M 1,926,498 +87,191 +5%
CS
25
Credit Suisse
Switzerland
$774M 1,901,359 -8,722 -0.5%
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