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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 %
KW
651
KWB Wealth
California
$8.81M +$321K +914 +4%
DCM
652
Disciplina Capital Management
Tennessee
$8.76M -$357K -950 -4%
WCFA
653
Walkner Condon Financial Advisors
Wisconsin
$8.76M +$164K +435 +2%
IWM
654
IHT Wealth Management
Illinois
$8.72M +$252K +671 +3%
WFA
655
West Financial Advisors
Iowa
$8.6M +$613K +1,630 +8%
LODC
656
Lanham O'Dell & Company
West Virginia
$8.54M +$521K +1,386 +6%
GC
657
Guggenheim Capital
Illinois
$8.53M -$328K -872 -4%
ACM
658
AlphaStar Capital Management
North Carolina
$8.52M +$6.34M +16,225 +291%
BBWP
659
Beacon Bridge Wealth Partners
Pennsylvania
$8.5M +$338K +900 +4%
IA
660
IFG Advisors
Missouri
$8.47M +$1.84M +4,892 +28%
GWANC
661
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.47M -$53.8K -143 -0.6%
BSB
662
Bangor Savings Bank
Maine
$8.47M -$15.8K -42 -0.2%
MWM
663
Merriman Wealth Management
Washington
$8.46M +$530K +1,410 +7%
WTA
664
Washington Trust Advisors
Massachusetts
$8.44M +$272K +724 +3%
OCFG
665
O'Connor Financial Group
Illinois
$8.41M +$8.41M +22,370 New
MFWM
666
Motley Fool Wealth Management
Virginia
$8.39M -$2.34M -6,217 -22%
AIA
667
Alera Investment Advisors
Illinois
$8.35M -$243K -645 -3%
SWPG
668
Strategic Wealth Partners Group
Illinois
$8.35M +$3.56M +9,495 +74%
RWA
669
Ropes Wealth Advisors
Massachusetts
$8.34M +$264K +703 +3%
ASI
670
Advisory Services & Investments
Oregon
$8.29M +$297K +790 +4%
TCM
671
Thomist Capital Management
Texas
$8.28M +$8.28M +22,000 New
SB
672
Strategic Blueprint
Georgia
$8.27M +$2.81M +7,478 +52%
HWP
673
Highline Wealth Partners
California
$8.2M -$90.6K -241 -1%
AIP
674
Almanack Investment Partners
Pennsylvania
$8.14M +$646K +1,719 +9%
FCC
675
Flower City Capital
New York
$8.1M -$50.8K -135 -0.6%
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