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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 %
MWM
826
Meridian Wealth Management
Kentucky
$5.19M -$273K -725 -5%
CDH
827
Charles D. Hyman
$5.18M +$49.3K +131 +1%
EF
828
Empowered Funds
Pennsylvania
$5.18M +$5.18M +13,768 New
YIA
829
YHB Investment Advisors
Connecticut
$5.16M +$40.2K +107 +0.8%
ZIG
830
Zuckerman Investment Group
Illinois
$5.16M -$90.3K -240 -2%
CCM
831
Coerente Capital Management
Ontario, Canada
$5.15M – – –
SAM
832
Secure Asset Management
Michigan
$5.15M -$173K -459 -3%
Retirement Systems of Alabama
833
Retirement Systems of Alabama
Alabama
$5.14M +$44.8K +119 +0.9%
PA
834
Pinnacle Associates
New York
$5.1M -$5.77M -15,338 -53%
CAS
835
Coppell Advisory Solutions
Texas
$5.08M -$79.5K -214 -2%
CASC
836
Coppell Advisory Solutions Corp
Texas
$5.08M -$79.5K -214 -2%
FD
837
Financial Designs
California
$5.08M -$187K -496 -4%
MFS
838
Monetta Financial Services
Illinois
$5.08M – – –
MWM
839
Modera Wealth Management
New Jersey
$5.07M +$531K +1,412 +12%
SMFG
840
Sumitomo Mitsui Financial Group
Japan
$5.07M +$1.37M +3,631 +37%
FWI
841
Facet Wealth Inc
Maryland
$5.06M -$9.4K -25 -0.2%
RWP
842
Ridgecrest Wealth Partners
California
$5.04M +$27.8K +74 +0.6%
AIM
843
Anchor Investment Management
South Carolina
$5.04M +$105K +280 +2%
LIA
844
Luken Investment Analytics
Tennessee
$5.03M -$142K -377 -3%
RT
845
Rockland Trust
Massachusetts
$5.02M -$391K -1,040 -7%
CFO
846
Collective Family Office
Pennsylvania
$5.02M +$911K +2,423 +22%
PMG
847
ProVise Management Group
Florida
$4.98M +$557K +1,480 +13%
FLPIM
848
F.L. Putnam Investment Management
Massachusetts
$4.97M -$1.09M -2,890 -18%
PIFP
849
Partners in Financial Planning
Virginia
$4.97M -$8.27K -22 -0.2%
Mackenzie Financial
850
Mackenzie Financial
Ontario, Canada
$4.95M +$159K +424 +3%
32 33
34
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