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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 %
SQA
1026
Simon Quick Advisors
New Jersey
$2.99M +$105K +280 +4%
EL
1027
EWA LLC
Pennsylvania
$2.98M +$2.98M +7,864 New
MTWM
1028
Masso Torrence Wealth Management
New Jersey
$2.98M -$197K -523 -6%
WPC
1029
Waters Parkerson & Co
Louisiana
$2.98M +$226K +602 +8%
WRPWM
1030
Werba Rubin Papier Wealth Management
California
$2.97M +$508K +1,350 +21%
DFC
1031
DB Fitzpatrick & Co
Idaho
$2.97M +$196K +521 +7%
WB
1032
West Bancorporation
Iowa
$2.97M -$127K -338 -4%
TCOV
1033
Trust Company of Vermont
Vermont
$2.95M +$48.5K +129 +2%
CWM
1034
Concentric Wealth Management
California
$2.95M -$28.2K -75 -0.9%
MFG
1035
MidWestOne Financial Group
Iowa
$2.95M +$36.5K +97 +1%
TCOO
1036
Trust Company of Oklahoma
Oklahoma
$2.94M -$33.5K -89 -1%
CAG
1037
Compass Advisory Group
New York
$2.93M -$274K -729 -9%
B
1038
Bensler
Washington
$2.93M -$109K -289 -4%
FWP
1039
FAS Wealth Partners
Kansas
$2.92M -$118K -314 -4%
FIC
1040
Family Investment Center
Missouri
$2.92M +$172K +457 +6%
PK
1041
Pflug Koory
Nebraska
$2.91M – – –
NFG
1042
Northeast Financial Group
Pennsylvania
$2.9M -$63.5K -170 -2%
AP
1043
Americana Partners
Texas
$2.9M +$376 +1 +0%
KOC
1044
Koss-Olinger Consulting
Florida
$2.88M +$1.13M +2,997 +64%
PWP
1045
Phillips Wealth Planners
Mississippi
$2.88M -$37.8K -99 -1%
GSIS
1046
Global Strategic Investment Solutions
Arizona
$2.88M – – –
FOFP
1047
Fee-Only Financial Planning
South Carolina
$2.86M -$30.5K -81 -1%
IAIM
1048
International Assets Investment Management
Florida
$2.86M -$2.2M -5,852 -43%
TCA
1049
Transcend Capital Advisors
New Jersey
$2.84M +$164K +435 +6%
VNB
1050
Virginia National Bank
Virginia
$2.8M -$19.6K -52 -0.7%
40 41
42
43 44