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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 %
LRWA
876
Long Run Wealth Advisors
New York
$4.67M -$157K -418 -3%
SWM
877
Soundmark Wealth Management
Washington
$4.64M +$590K +1,568 +15%
SIAG
878
Safeguard Investment Advisory Group
California
$4.63M -$1.09M -2,899 -19%
BCG
879
Breakwater Capital Group
New Jersey
$4.62M -$95.5K -254 -2%
LWM
880
Laidlaw Wealth Management
New York
$4.61M -$489K -1,300 -10%
NB
881
Nicolet Bankshares
Wisconsin
$4.59M -$80.9K -215 -2%
DWM
882
Defined Wealth Management
Oregon
$4.56M +$4.56M +12,126 New
HH
883
Hilltop Holdings
Texas
$4.54M +$3.93M +10,439 +644%
NAMP
884
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$4.52M +$71.5K +190 +2%
BIP
885
Blueprint Investment Partners
North Carolina
$4.51M +$54.9K +146 +1%
Mitsubishi UFJ Asset Management
886
Mitsubishi UFJ Asset Management
Japan
$4.47M -$46.6K -124 -1%
GAG
887
GM Advisory Group
New York
$4.46M -$104K -276 -2%
KWS
888
Keystone Wealth Services
California
$4.45M -$11.7K -31 -0.3%
LC
889
Landaas & Company
Wisconsin
$4.41M +$39.5K +105 +0.9%
AFO
890
Arrowroot Family Office
California
$4.39M +$4.39M +11,665 New
WLIM
891
White Lighthouse Investment Management
Massachusetts
$4.39M +$253K +672 +6%
MFA
892
Mayflower Financial Advisors
Massachusetts
$4.38M +$52.3K +139 +1%
MSWMA
893
Market Street Wealth Management Advisors
Indiana
$4.38M -$766K -2,037 -15%
TF
894
Tompkins Financial
New York
$4.34M +$208K +552 +5%
GFS
895
GYL Financial Synergies
Connecticut
$4.33M +$2.95M +7,836 +213%
USCWA
896
U.S. Capital Wealth Advisors
Texas
$4.31M -$430K -1,144 -9%
PPP
897
Private Portfolio Partners
New Jersey
$4.3M +$245K +652 +6%
DAS
898
Dynamic Advisor Solutions
Arizona
$4.3M +$2.65M +7,055 +161%
TPM
899
Triasima Portfolio Management
Quebec, Canada
$4.29M +$564K +1,501 +15%
AWA
900
AmeriServ Wealth Advisors
Pennsylvania
$4.27M +$875K +2,328 +26%
34 35
36
37 38