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Vanguard S&P 500 ETF
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Overview Fund Activity

2,255 hedge funds and large institutions have $124B invested in Vanguard S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 1,034 increasing their positions, 651 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,255
Holders Change
+193
Holders Change %
+9.36%
% of All Funds
36.38%
Holding in Top 10
526
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+6.05%
% of All Funds
8.49%
New
316
Increased
1,034
Reduced
651
Closed
79
Calls
$1.23B
Puts
$1.13B
Net Calls
+$95.4M
Net Calls Change
+$2.61B

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$1.28B
2
Goldman Sachs
Goldman Sachs
New York
+$856M
3
GWA
Gibson Wealth Advisors
Texas
+$569M
4
Calamos Advisors
Calamos Advisors
Illinois
+$471M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$304M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.35B
2
CI
Clal Insurance
Israel
-$341M
3
AIA
Angeles Investment Advisors
California
-$311M
4
NAM
Nissay Asset Management
Japan
-$297M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
1001
AmeriServ Wealth Advisors
Pennsylvania
$3.17M +$29.9K +85 +1%
CAG
1002
Compass Advisory Group
New York
$3.12M -$753K -2,058 -19%
TFA
1003
Trinity Financial Advisors
Ohio
$3.11M -$1.13M -3,203 -27%
XWM
1004
Xcel Wealth Management
Florida
$3.1M +$7.03K +20 +0.2%
BEC
1005
Blue Edge Capital
Virginia
$3.08M +$608K +1,732 +25%
BL
1006
BFSG LLC
California
$3.07M +$1.56M +4,426 +103%
PAS
1007
Park Avenue Securities
New York
$3.07M +$157K +448 +5%
IIC
1008
Integrated Investment Consultants
Michigan
$3.06M -$227K -646 -7%
FFWM
1009
Future Financial Wealth Management
Ohio
$3.04M +$324K +922 +12%
GC
1010
Grimes & Company
Massachusetts
$3.04M +$1.84M +5,231 +153%
CCB
1011
Cutter & Co Brokerage
Missouri
$3.04M +$137K +390 +5%
CCM
1012
Chilton Capital Management
Texas
$3.03M +$27.8K +79 +0.9%
AWM
1013
Avondale Wealth Management
Texas
$3.03M +$208K +592 +7%
SFS
1014
Summit Financial Strategies
Ohio
$3.02M +$429K +1,220 +17%
JGUA
1015
John G. Ullman & Associates
New York
$3M +$117K +334 +4%
WCM
1016
Windham Capital Management
Massachusetts
$2.99M – – –
GL
1017
Graypoint LLC
New York
$2.98M -$79.8K -227 -3%
MTWM
1018
Masso Torrence Wealth Management
New Jersey
$2.97M -$1.17M -3,333 -28%
BBPWM
1019
Blue Bell Private Wealth Management
Pennsylvania
$2.96M -$341K -971 -10%
SA
1020
SRH Advisors
Kansas
$2.96M +$396K +1,128 +15%
EFS
1021
Essex Financial Services
Connecticut
$2.95M -$77.3K -220 -3%
BCMLT
1022
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.95M +$498K +1,417 +20%
BCA
1023
Bay Colony Advisors
Massachusetts
$2.94M +$2.64M +7,522 +893%
CWA
1024
Clearview Wealth Advisors
Oregon
$2.93M +$2.93M +8,344 +278,133%
PWP
1025
Phillips Wealth Planners
Mississippi
$2.9M +$2.9M +7,649 New
39 40
41
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