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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 %
KSWA
676
Kathleen S. Wright Associates
Pennsylvania
$8.02M +$330K +877 +4%
SFG
677
Sunburst Financial Group
Alabama
$8.02M -$95.5K -254 -1%
ACM
678
Alamar Capital Management
California
$7.99M +$1.33M +3,531 +20%
HPWM
679
High Pines Wealth Management
Massachusetts
$7.99M -$55.3K -147 -0.7%
GD
680
Grandfield & Dodd
New York
$7.98M +$6.02K +16 +0.1%
TWA
681
TPB Wealth Advisors
Texas
$7.98M -$4.48M -11,919 -36%
EHC
682
Everett Harris & Co
California
$7.98M -$567K -1,507 -7%
MNBTD
683
Moody National Bank Trust Division
Texas
$7.96M -$52.3K -139 -0.7%
OCM
684
One Capital Management
California
$7.94M +$1.1M +2,922 +16%
Nomura Asset Management
685
Nomura Asset Management
Japan
$7.9M +$1.65M +4,397 +26%
BWIA
686
Bryant Woods Investment Advisors
New York
$7.89M +$1.12M +2,977 +17%
WP
687
Westmount Partners
California
$7.87M +$336K +894 +4%
BSSFA
688
Baron Silver Stevens Financial Advisors
Florida
$7.87M -$1.96M -5,209 -20%
ZCM
689
Ziegler Capital Management
Illinois
$7.85M -$309K -822 -4%
TI
690
Truepoint Inc
Ohio
$7.82M -$63.2K -168 -0.8%
LWIC
691
Leith Wheeler Investment Counsel
British Columbia, Canada
$7.82M – – –
FFP
692
FourThought Financial Partners
Florida
$7.67M +$1.18M +3,138 +18%
TA
693
TFB Advisors
Kansas
$7.65M +$626K +1,664 +9%
GT
694
Glenview Trust
Kentucky
$7.64M +$79K +210 +1%
RIM
695
Redwood Investment Management
Arizona
$7.64M +$4.18M +11,102 +120%
ECM
696
Evergreen Capital Management
Washington
$7.63M +$290K +771 +4%
FFA
697
First Foundation Advisors
California
$7.63M -$1.01M -2,673 -12%
WSCM
698
Wellington Shields Capital Management
New York
$7.6M -$339K -901 -4%
KL
699
KilterHowling LLC
Colorado
$7.53M +$2.24M +5,954 +42%
SFS
700
Security Financial Services
Indiana
$7.44M +$144K +383 +2%
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