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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 %
CWM
1076
ClientFirst Wealth Management
Arkansas
$2.61M – – –
BFS
1077
Bradley Foster & Sargent
Connecticut
$2.61M +$33.1K +88 +1%
CCFM
1078
Clear Creek Financial Management
Washington
$2.59M +$360K +957 +16%
CC
1079
Chicago Capital
Illinois
$2.59M -$416K -1,107 -14%
CG
1080
Corundum Group
Colorado
$2.59M +$899K +2,390 +53%
OSAM
1081
O'Shaughnessy Asset Management
Connecticut
$2.59M +$48.1K +128 +2%
CCP
1082
Clarkston Capital Partners
Michigan
$2.58M -$4.36M -11,597 -63%
FSC
1083
Full Sail Capital
Oklahoma
$2.58M +$293K +780 +13%
IFA
1084
Interactive Financial Advisors
Illinois
$2.58M -$349K -928 -12%
CFO
1085
Callan Family Office
Pennsylvania
$2.57M +$1.72M +4,565 +201%
NEWAS
1086
N.E.W. Advisory Services
Wisconsin
$2.56M +$163K +433 +7%
LW
1087
Lauer Wealth
Indiana
$2.55M +$2.55M +6,739 New
CT
1088
Cambridge Trust
Massachusetts
$2.55M -$199K -529 -7%
NL
1089
NVWM LLC
Pennsylvania
$2.55M -$1.11M -2,943 -30%
CCA
1090
Cobblestone Capital Advisors
New York
$2.54M -$115K -306 -4%
BPFA
1091
Barnes Pettey Financial Advisors
Mississippi
$2.54M – – –
CWP
1092
CFM Wealth Partners
Texas
$2.53M +$376 +1 +0%
CCA
1093
Childress Capital Advisors
Texas
$2.52M -$53.4K -142 -2%
CA
1094
Continuum Advisory
Idaho
$2.52M +$177K +471 +8%
SF
1095
Symphony Financial
Texas
$2.5M +$187K +504 +8%
BMCM
1096
Bryn Mawr Capital Management
Pennsylvania
$2.45M -$10.9K -29 -0.4%
FFS
1097
Founders Financial Securities
Maryland
$2.43M -$325K -865 -12%
AMBIA
1098
Allen Mooney & Barnes Investment Advisors
Georgia
$2.42M -$33.5K -89 -1%
BA
1099
Bluesphere Advisors
Pennsylvania
$2.41M +$211K +560 +10%
CWM
1100
Circle Wealth Management
New Jersey
$2.37M +$9.78K +26 +0.4%
42 43
44
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