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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 %
MGWM
926
Marks Group Wealth Management
Minnesota
$3.94M +$860K +2,288 +28%
SFG
927
Sovereign Financial Group
Connecticut
$3.93M -$387K -1,029 -9%
AR
928
Advisory Research
Illinois
$3.93M – – –
CSPAM
929
Cary Street Partners Asset Management
Virginia
$3.93M -$914K -2,430 -19%
JCM
930
Jacobi Capital Management
Pennsylvania
$3.92M -$314K -835 -7%
SI
931
Saxon Interests
Texas
$3.92M -$855K -2,273 -18%
2L
932
25 LLC
Missouri
$3.92M +$3.92M +10,332 New
MP
933
McDonald Partners
Ohio
$3.92M – – –
BOM
934
Bank of Marin
California
$3.91M -$1.58M -4,214 -29%
ACIM
935
Azimuth Capital Investment Management
Michigan
$3.9M -$549K -1,460 -12%
DWP
936
Daymark Wealth Partners
Ohio
$3.89M +$2.34M +6,227 +151%
CB
937
Cadence Bank
Mississippi
$3.87M -$794K -2,111 -17%
SPP
938
Single Point Partners
Massachusetts
$3.87M +$258K +685 +7%
CT
939
Coastline Trust
Rhode Island
$3.84M +$3.76K +10 +0.1%
FHB
940
First Hawaiian Bank
Hawaii
$3.84M -$73.3K -195 -2%
BAG
941
Bridgewealth Advisory Group
California
$3.84M +$376 +1 +0%
BBPWM
942
Blue Bell Private Wealth Management
Pennsylvania
$3.83M +$657K +1,748 +21%
CAMG
943
CWA Asset Management Group
Florida
$3.79M +$368K +979 +11%
MMH
944
Menora Mivtachim Holdings
Israel
$3.79M +$3.79M +10,080 New
FFA
945
Fi3 Financial Advisors
Indiana
$3.79M -$372K -989 -9%
SIC
946
Sigma Investment Counselors
Michigan
$3.78M +$4.89K +13 +0.1%
KBFS
947
Kohmann Bosshard Financial Services
Ohio
$3.75M +$35.7K +95 +1%
SAM
948
Silverhawk Asset Management
Arizona
$3.75M +$6.02K +16 +0.2%
VWA
949
Visionary Wealth Advisors
Illinois
$3.75M +$1.29M +3,437 +53%
CF
950
Centaurus Financial
California
$3.73M +$278K +739 +8%
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