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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 %
SIA
901
Soltis Investment Advisors
Utah
$4.25M +$672K +1,788 +19%
LTL
902
Lowery Thomas LLC
California
$4.24M +$449K +1,193 +12%
WFPG
903
Waller Financial Planning Group
Ohio
$4.24M -$2.72M -7,240 -39%
PNC
904
Park National Corp
Ohio
$4.23M +$98.9K +263 +2%
EFL
905
ERn Financial LLC
Wisconsin
$4.22M -$11.7K -31 -0.3%
CA
906
Cullinan Associates
Kentucky
$4.21M – – –
EWM
907
Empirical Wealth Management
Washington
$4.21M -$868K -2,308 -17%
SCM
908
SevenOneSeven Capital Management
Pennsylvania
$4.19M -$68.2K -180 -2%
PL
909
Parthenon LLC
Kentucky
$4.19M +$245K +652 +6%
WDL
910
Well Done LLC
Michigan
$4.18M +$118K +314 +3%
GCL
911
Gouws Capital LLC
North Carolina
$4.18M -$54.2K -144 -1%
DOA
912
D'Orazio & Associates
Virginia
$4.17M +$55.7K +148 +1%
SFA
913
Sequoia Financial Advisors
Ohio
$4.16M -$73.3K -195 -2%
FPF
914
First Pacific Financial
Washington
$4.15M -$566K -1,504 -12%
BMM
915
Berkshire Money Management
Massachusetts
$4.1M -$1.08M -2,878 -21%
PWW
916
Pettyjohn Wood & White
Virginia
$4.07M -$66.6K -177 -2%
Wealth Enhancement Advisory Services
917
Wealth Enhancement Advisory Services
Minnesota
$4.02M +$2.07M +5,516 +107%
MWM
918
Mission Wealth Management
California
$4.01M -$1.32M -3,518 -25%
CFAM
919
Coury Firm Asset Management
Pennsylvania
$4.01M +$2.26K +6 +0.1%
BRC
920
Bishop Rock Capital
New York
$4M +$4M +10,647 New
PFGIA
921
Patriot Financial Group Insurance Agency
Massachusetts
$4M -$121K -323 -3%
NDSI
922
Newman Dignan & Sheerar Inc
Rhode Island
$3.97M -$91.4K -243 -2%
SIA
923
Stegner Investment Associates
Kentucky
$3.96M – – –
BMD
924
Better Money Decisions
New Mexico
$3.96M +$355K +943 +10%
DA
925
Detalus Advisors
Missouri
$3.95M -$226K -601 -5%
35 36
37
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