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Vanguard S&P 500 ETF
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Overview Fund Activity

2,277 hedge funds and large institutions have $110B invested in Vanguard S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 993 increasing their positions, 835 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,277
Holders Change
+22
Holders Change %
+0.98%
% of All Funds
36.44%
Holding in Top 10
517
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-1.71%
% of All Funds
8.27%
New
162
Increased
993
Reduced
835
Closed
92
Calls
$1.05B
Puts
$820M
Net Calls
+$226M
Net Calls Change
+$131M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$5.49B
2
Bank of America
Bank of America
North Carolina
$7.87B
3
AIA
Angeles Investment Advisors
California
$481M
4
Truist Financial
Truist Financial
North Carolina
$811M
5
Goldman Sachs
Goldman Sachs
New York
$3.91B

Top Sellers

1
Calamos Advisors
Calamos Advisors
Illinois
$0
2
NAM
Nissay Asset Management
Japan
$0
3
HNB
Huntington National Bank
Ohio
$165M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
$227M
5
DGAM
Desjardins Global Asset Management
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
301
Freestone Capital Holdings
Washington
$34.7M -$621K -1,652 -2%
EP
302
Eudaimonia Partners
Tennessee
$34.7M +$3.38M +8,980 +11%
WPC
303
Wedmont Private Capital
Pennsylvania
$34.7M +$965K +2,564 +3%
AI
304
Atria Investments
North Carolina
$34.7M +$3.91M +10,409 +13%
FPTW
305
Franklin, Parlapiano, Turner & Welch
Texas
$34.5M +$16.6M +44,246 +93%
MFIMFI
306
Mesirow Financial Investment Management - Fixed Income
Illinois
$34.2M -$1.79M -4,766 -5%
UOC
307
University of Chicago
Illinois
$34M +$4.52M +12,018 +15%
FCI
308
Financial Counselors Inc
Kansas
$33.5M -$18.9M -50,136 -36%
AAMA
309
Advanced Asset Management Advisors
Ohio
$33.3M +$28.6K +76 +0.1%
T
310
TCWP
Ohio
$32.6M -$2.73M -7,268 -8%
FT
311
Fiduciary Trust
Massachusetts
$32.6M -$709K -1,885 -2%
SAM
312
Sompo Asset Management
Japan
$32.2M +$12M +31,856 +59%
DK
313
David Kennon
Florida
$32.1M +$32.1M +85,256 New
CG
314
CFO4Life Group
Texas
$31.9M -$12.9M -34,382 -29%
CWA
315
Core Wealth Advisors
Florida
$31.7M -$2.66M -7,064 -8%
FWIA
316
Fort Washington Investment Advisors
Ohio
$31.5M +$1.23M +3,262 +4%
PNC Financial Services Group
317
PNC Financial Services Group
Pennsylvania
$31.3M +$1.29M +3,437 +4%
PWM
318
Perigon Wealth Management
California
$31.3M +$351K +934 +1%
SGI
319
Summit Global Investments
Utah
$31.1M -$793K -2,108 -2%
IRAG
320
Investment Research & Advisory Group
Georgia
$31M -$4.37M -11,615 -12%
NSAM
321
North Star Asset Management
Wisconsin
$30.9M +$1.99M +5,288 +7%
OWP
322
Obermeyer Wealth Partners
Colorado
$30.6M -$623K -1,655 -2%
CPW
323
Crestmont Private Wealth
Texas
$30.6M -$132K -350 -0.4%
SCP
324
Syntal Capital Partners
Texas
$30.5M -$1.97M -5,244 -6%
GWP
325
Gateway Wealth Partners
Wisconsin
$30.4M -$327K -869 -1%
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