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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
+$3.7B
2
Bank of America
Bank of America
North Carolina
+$410M
3
AIA
Angeles Investment Advisors
California
+$383M
4
Truist Financial
Truist Financial
North Carolina
+$358M
5
Goldman Sachs
Goldman Sachs
New York
+$327M

Top Sellers

1
Calamos Advisors
Calamos Advisors
Illinois
-$471M
2
NAM
Nissay Asset Management
Japan
-$271M
3
HNB
Huntington National Bank
Ohio
-$160M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$126M
5
DGAM
Desjardins Global Asset Management
Quebec, Canada
-$125M
Name Holding Trade Value Shares
Change 		Shares
Change %
HAC
501
Harbor Advisory Corp
New Hampshire
$14.8M -$190K -505 -1%
JFG
502
Jefferies Financial Group
New York
$14.7M -$448K -1,190 -3%
LIM
503
Leavell Investment Management
Alabama
$14.6M -$618K -1,642 -4%
GVAG
504
Great Valley Advisor Group
Delaware
$14.6M +$7.9M +21,017 +117%
3IP
505
3Chopt Investment Partners
Virginia
$14.5M +$2.14M +5,692 +17%
KPWS
506
Kestra Private Wealth Services
Texas
$14.5M +$1.43M +3,813 +11%
SI
507
Stephens Inc
Arkansas
$14.5M +$124K +329 +0.9%
IFS
508
Intelligent Financial Strategies
Minnesota
$14.5M +$933K +2,481 +7%
MPW
509
MGO Private Wealth
California
$14.5M +$2.12M +5,634 +17%
EWA
510
Exencial Wealth Advisors
Oklahoma
$14.3M +$159K +424 +1%
LFA
511
Landmark Financial Advisors
Kentucky
$14.1M +$176K +468 +1%
VVP
512
Venture Visionary Partners
Ohio
$14.1M +$759K +2,019 +6%
Principal Financial Group
513
Principal Financial Group
Iowa
$14M +$2.82M +7,493 +25%
FMII
514
Farmers & Merchants Investments Inc
Nebraska
$14M +$20.7K +55 +0.1%
SWM
515
Southern Wealth Management
Texas
$13.9M +$261K +693 +2%
BAM
516
Belpointe Asset Management
Nevada
$13.9M +$6.41M +17,056 +86%
FMC
517
First Merchants Corp
Indiana
$13.8M +$188K +501 +1%
RWMH
518
Riverpoint Wealth Management Holdings
Illinois
$13.8M +$364K +969 +3%
EWA
519
EverSource Wealth Advisors
Alabama
$13.8M +$483K +1,283 +4%
HF
520
HRT Financial
New York
$13.8M -$1.33M -3,546 -9%
SIG
521
Stonegate Investment Group
Alabama
$13.7M -$75.6K -201 -0.5%
ACM
522
Ategra Capital Management
Virginia
$13.6M -$264K -703 -2%
OP
523
ORG Partners
Indiana
$13.6M +$13.6M +36,125 New
BC
524
Bowman & Company
Wisconsin
$13.6M -$514K -1,367 -4%
SWM
525
Spire Wealth Management
Virginia
$13.5M -$13.3M -35,468 -50%
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