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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 %
MW
576
Marcum Wealth
Ohio
$11.2M +$157K +417 +1%
ACA
577
Aptus Capital Advisors
Alabama
$11.1M +$9.01M +23,951 +430%
LPAM
578
Lodestar Private Asset Management
California
$11M -$127K -337 -1%
SWA
579
Stratos Wealth Advisors
Ohio
$11M +$204K +543 +2%
LIA
580
LBMC Investment Advisors
Tennessee
$11M -$2.63K -7 -0%
TWM
581
Tradition Wealth Management
Minnesota
$10.9M +$114K +302 +1%
SAG
582
SageView Advisory Group
California
$10.9M +$2.41M +6,408 +28%
PL
583
Plancorp LLC
Missouri
$10.9M +$1.51M +4,015 +16%
BWM
584
Benchmark Wealth Management
Connecticut
$10.9M +$9.53M +25,148 +721%
AC
585
Avory & Company
Florida
$10.8M – – –
EPM
586
Elm Partners Management
Pennsylvania
$10.8M -$326K -868 -3%
CFMC
587
Curbstone Financial Management Corp
New Hampshire
$10.8M – – –
TFCP
588
Twin Focus Capital Partners
Massachusetts
$10.6M -$71.8K -191 -0.7%
SWA
589
Sutton Wealth Advisors
Florida
$10.6M +$1.77M +4,701 +20%
CW
590
Connectus Wealth
Ohio
$10.6M +$973K +2,586 +10%
DWT
591
Dorsey & Whitney Trust
South Dakota
$10.5M -$126K -335 -1%
AAG
592
Armstrong Advisory Group
Massachusetts
$10.5M -$537K -1,428 -5%
AAMC
593
Asset Allocation & Management Company
Illinois
$10.5M – – –
MLIC
594
Mandatum Life Insurance Company
Finland
$10.4M +$41.7K +111 +0.4%
BEAM
595
Baker Ellis Asset Management
Washington
$10.3M -$458K -1,217 -4%
WA
596
Waverly Advisors
Alabama
$10.3M -$10.5K -28 -0.1%
MA
597
Montag & Associates
Georgia
$10.3M +$1.03M +2,740 +11%
CBB
598
Citizens Business Bank
California
$10.2M -$231K -614 -2%
CIM
599
Corda Investment Management
Texas
$10.2M -$9.34M -24,833 -48%
CA
600
CSM Advisors
Pennsylvania
$10.2M -$207K -550 -2%
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