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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 %
ZIC
1001
ZWJ Investment Counsel
Georgia
$3.14M +$45.1K +120 +1%
WMA
1002
West Michigan Advisors
Michigan
$3.13M +$291K +774 +10%
BCA
1003
Bay Colony Advisors
Massachusetts
$3.13M +$30K +81 +1%
ESB
1004
Essex Savings Bank
Connecticut
$3.12M +$351K +933 +13%
LWM
1005
Liberty Wealth Management
California
$3.12M +$3.12M +8,306 New
CPP
1006
Capasso Planning Partners
South Carolina
$3.12M +$267K +710 +9%
VCP
1007
Vista Capital Partners
Oregon
$3.12M +$3.12M +8,291 New
SA
1008
SRH Advisors
Kansas
$3.12M -$55.3K -147 -2%
WF
1009
Warner Financial
Maryland
$3.11M +$83.5K +222 +3%
JGUA
1010
John G. Ullman & Associates
New York
$3.1M -$109K -290 -3%
LSA
1011
Lansing Street Advisors
Pennsylvania
$3.09M +$817K +2,172 +36%
RI
1012
Ridgewood Investments
New Jersey
$3.09M +$164K +437 +6%
WPP
1013
Whalerock Point Partners
Rhode Island
$3.08M +$46.6K +124 +2%
CCT
1014
Capital City Trust
Florida
$3.08M +$164K +437 +6%
CCM
1015
Chilton Capital Management
Texas
$3.08M -$167K -443 -5%
SWM
1016
Stockman Wealth Management
Montana
$3.07M +$43.6K +116 +1%
KA
1017
Klingman & Associates
New York
$3.06M +$104K +277 +4%
MCG
1018
McCollum Christoferson Group
New York
$3.06M -$29K -77 -0.9%
IIC
1019
Integrated Investment Consultants
Michigan
$3.05M -$228K -605 -7%
MC
1020
Mount Capital
United Kingdom
$3.05M -$1.13M -3,000 -27%
BWAM
1021
Boyd Watterson Asset Management
Ohio
$3.05M – – –
RWA
1022
Rooted Wealth Advisors
Illinois
$3.03M +$1.37M +3,613 +82%
WIA
1023
World Investment Advisors
California
$3.02M +$180K +478 +6%
SBH
1024
Segall Bryant & Hamill
Illinois
$3.02M -$87.6K -233 -3%
VCP
1025
Verus Capital Partners
Arizona
$3.01M +$2.65M +7,044 +731%
39 40
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