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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 %
TWM
701
Thrive Wealth Management
Pennsylvania
$7.44M +$1.99M +5,284 +36%
FPAS
702
Focus Partners Advisor Solutions
Missouri
$7.41M +$1.74M +4,629 +31%
AF
703
Affiance Financial
Minnesota
$7.4M -$36.1K -96 -0.5%
WG
704
Welch Group
Alabama
$7.39M -$561K -1,493 -7%
LFAS
705
Level Four Advisory Services
Texas
$7.33M +$529K +1,407 +8%
B
706
Bailard
California
$7.3M -$712K -1,893 -9%
LA
707
Legacy Advisors
Pennsylvania
$7.27M +$687K +1,828 +10%
WI
708
Wintrust Investments
Illinois
$7.23M +$324K +861 +5%
HP
709
Hikari Power
Japan
$7.22M – – –
PB
710
Pinnacle Bancorp
Nebraska
$7.2M +$5.84M +15,537 +431%
CFC
711
Coyle Financial Counsel
Illinois
$7.16M +$213K +567 +3%
NFG
712
Nations Financial Group
Iowa
$7.16M -$470K -1,249 -6%
DIA
713
Dana Investment Advisors
Wisconsin
$7.12M -$835K -2,221 -10%
SFO
714
Stokes Family Office
Louisiana
$7.12M -$1.55M -4,110 -18%
FFWM
715
Future Financial Wealth Management
Ohio
$7.1M +$3.83M +10,145 +117%
GWM
716
Greenhouse Wealth Management
Connecticut
$7.04M -$44.8K -119 -0.6%
AG
717
Ascent Group
Virginia
$7.01M -$875K -2,326 -11%
AFGAS
718
Allegiance Financial Group Advisory Services
Virginia
$7M +$461K +1,225 +7%
BHB
719
Bank Hapoalim BM
Israel
$6.99M -$1.7M -4,524 -20%
SFMG
720
Sage Financial Management Group
Virginia
$6.99M -$1.06M -2,806 -13%
CCC
721
Chelsea Counsel Company
California
$6.98M -$13.5K -36 -0.2%
CA
722
Claro Advisors
Massachusetts
$6.97M -$228K -607 -3%
HIMC
723
Heritage Investors Management Corp
Maryland
$6.92M -$95.2K -253 -1%
PFBT
724
Parkside Financial Bank & Trust
Missouri
$6.92M -$5.27K -14 -0.1%
WMWM
725
Whitaker-Myers Wealth Managers
Ohio
$6.91M +$689K +1,832 +11%
27 28
29
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