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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 %
HPM
776
Hoxton Planning & Management
West Virginia
$6.03M -$1.51M -4,025 -20%
CG
777
Cutler Group
California
$6.03M -$2.78M -7,399 -32%
RWM
778
Rockwood Wealth Management
Pennsylvania
$6.02M +$79K +210 +1%
BCIM
779
Bishop & Co Investment Management
Pennsylvania
$6.02M -$43.6K -116 -0.7%
IIM
780
InTrack Investment Management
Vermont
$5.95M +$53.7K +143 +0.9%
MPW
781
Monterey Private Wealth
California
$5.93M -$91K -242 -2%
SYBT
782
Stock Yards Bank & Trust
Kentucky
$5.91M +$137K +364 +2%
FNBSF
783
First National Bank Sioux Falls
South Dakota
$5.91M +$1.37M +3,638 +30%
BPCE
784
Bank Pictet & Cie (Europe)
Germany
$5.9M – – –
SDWMA
785
Schneider Downs Wealth Management Advisors
Pennsylvania
$5.9M -$150K -400 -2%
LPT
786
Legacy Private Trust
Wisconsin
$5.89M -$336K -894 -5%
LCWP
787
Legacy Capital Wealth Partners
Arkansas
$5.88M +$5.88M +15,644 New
PFS
788
Prospera Financial Services
Texas
$5.79M +$822K +2,185 +17%
IA
789
IFP Advisors
Florida
$5.79M -$5.38M -29,863 -48%
SSW
790
Smith Shellnut Wilson
Mississippi
$5.77M +$138K +366 +2%
CCM
791
Canal Capital Management
Virginia
$5.76M +$76.7K +204 +1%
DI
792
DFPG Investments
Utah
$5.76M +$3.05M +8,102 +112%
BBNA
793
Bremer Bank National Association
Minnesota
$5.74M – – –
VCM
794
Vision Capital Management
Oregon
$5.73M -$119K -316 -2%
SAM
795
Sequent Asset Management
Texas
$5.72M -$178K -472 -3%
AGP
796
Autumn Glory Partners
Texas
$5.7M +$41.7K +111 +0.7%
SGWM
797
Sterling Group Wealth Management
California
$5.69M +$744K +1,977 +15%
Luther King Capital Management (LKCM)
798
Luther King Capital Management (LKCM)
Texas
$5.68M -$5.82M – –
DDC
799
DF Dent & Co
Maryland
$5.67M +$34.6K +92 +0.6%
IAA
800
Ironsides Asset Advisors
North Carolina
$5.67M – – –
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