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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 %
DS
476
DRW Securities
Illinois
$15.7M +$15.7M +41,807 New
BCM
477
Brookstone Capital Management
Illinois
$15.7M +$1.2M +3,154 +8%
BWM
478
Boyd Wealth Management
California
$15.7M +$3.81M +10,120 +32%
MA
479
Mangham Associates
Virginia
$15.7M -$6.84M -18,185 -30%
SCA
480
Sandy Cove Advisors
Massachusetts
$15.7M -$501K -1,333 -3%
FCBT
481
First Citizens Bank & Trust
North Carolina
$15.6M +$173K +459 +1%
CG
482
Clifford Group
Massachusetts
$15.4M +$33.8K +90 +0.2%
AWMS
483
Advocacy Wealth Management Services
Georgia
$15.4M -$63.2M -168,148 -80%
FSA
484
Financial Services Advisory
Maryland
$15.3M +$11.4M +30,258 +292%
AL
485
ADE LLC
Maryland
$15.3M +$869K +2,311 +6%
Citadel Advisors
486
Citadel Advisors
Florida
$15.2M +$9.17M +24,375 +151%
FBT
487
First Bank & Trust
South Dakota
$15.2M +$12K +32 +0.1%
AF
488
Advisornet Financial
Minnesota
$15.2M +$106K +281 +0.7%
OPW
489
Oxler Private Wealth
New York
$15.2M +$3.13M +8,335 +26%
MIFH
490
Migdal Insurance & Financial Holdings
Israel
$15.2M -$238K -641 -2%
SFG
491
StrategIQ Financial Group
Indiana
$15.1M -$3.97M -10,550 -21%
BBVA
492
Banco Bilbao Vizcaya Argentaria
Spain
$15M – – –
SF
493
Synovus Financial
Georgia
$15M +$209K +557 +1%
LFGH
494
Lee Financial Group Hawaii
Hawaii
$15M +$27.1K +72 +0.2%
MFT
495
Moisand Fitzgerald Tamayo
Florida
$15M -$155K -413 -1%
MWM
496
Madison Wealth Management
Ohio
$14.9M +$282K +749 +2%
SFS
497
Sowell Financial Services
Arkansas
$14.9M -$3.44M -9,152 -19%
PIMJS
498
PKO Investment Management Joint-Stock
Poland
$14.8M +$235K +625 +2%
PFM
499
Peak Financial Management
Massachusetts
$14.8M -$79.4K -211 -0.5%
AF
500
Apexium Financial
Texas
$14.8M +$83.9K +223 +0.6%
18 19
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