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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 %
CS
726
Comerica Securities
Michigan
$6.91M +$252K +669 +4%
SFC
727
Strategic Financial Concepts
Texas
$6.91M +$6.91M +18,367 New
OFG
728
Oxford Financial Group
Indiana
$6.9M -$57.9K -154 -0.8%
EC
729
EdgeRock Capital
Colorado
$6.9M -$218K -579 -3%
JIC
730
Johnson Investment Counsel
Ohio
$6.89M -$1.16M -3,076 -14%
VCM
731
Virtue Capital Management
Tennessee
$6.86M +$506K +1,363 +8%
MHIC
732
Marble Harbor Investment Counsel
Massachusetts
$6.85M -$37.6K -100 -0.5%
PTC
733
Philadelphia Trust Company
Pennsylvania
$6.83M +$24.8K +66 +0.4%
SMG
734
Smart Money Group
Texas
$6.83M -$947K -2,479 -12%
PFG
735
PAX Financial Group
Texas
$6.83M -$165K -438 -2%
JWCA
736
J.W. Cole Advisors
Florida
$6.83M -$1.57M -4,177 -19%
CW
737
Cook Wealth
North Carolina
$6.82M +$2.65M +6,994 +64%
SC
738
Saiph Capital
New Jersey
$6.76M -$4.87M -12,951 -42%
WC
739
Waterloo Capital
Texas
$6.76M +$6.76M +17,975 New
Millennium Management
740
Millennium Management
New York
$6.75M -$10.1M -26,870 -60%
NAS
741
Nicolet Advisory Services
Wisconsin
$6.75M +$3.81M +10,127 +129%
IBOK
742
Independence Bank of Kentucky
Kentucky
$6.74M -$189K -502 -3%
NEAM
743
New England Asset Management
Connecticut
$6.73M +$4.1M +10,900 +156%
VFM
744
Valley Financial Management
New York
$6.69M -$4.13M -10,995 -38%
FUBT
745
First United Bank & Trust
Maryland
$6.69M -$726K -1,931 -10%
LNWWM
746
Laird Norton Wetherby Wealth Management
California
$6.68M -$187K -496 -3%
FC
747
Family CFO
California
$6.64M +$94K +250 +1%
KA
748
Kovack Advisors
Florida
$6.62M +$528K +1,404 +9%
SL
749
Stevard LLC
Illinois
$6.6M – – –
BFG
750
Berger Financial Group
Minnesota
$6.56M +$255K +677 +4%
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