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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 %
RJTCONH
1101
Raymond James Trust Company of New Hampshire
New Hampshire
$2.37M -$675K -1,795 -22%
Cohen & Steers
1102
Cohen & Steers
New York
$2.36M -$1.41M -3,739 -37%
ISL
1103
Ingalls & Snyder LLC
New York
$2.36M +$365K +971 +18%
PIMG
1104
Patriot Investment Management Group
Tennessee
$2.36M +$7.15K +19 +0.3%
FCM
1105
Fortis Capital Management
Washington
$2.36M -$355K -945 -13%
PAM
1106
Palisade Asset Management
Minnesota
$2.35M +$752 +2 +0%
TBWA
1107
Three Bridge Wealth Advisors
California
$2.35M +$166K +441 +8%
LW
1108
Linscomb Wealth
Texas
$2.35M -$94K -250 -4%
R
1109
Rebalance
California
$2.35M +$376 +1 +0%
1W
1110
1776 Wealth
Georgia
$2.34M +$1.91M +5,088 +453%
FCP
1111
Fidelis Capital Partners
Florida
$2.33M +$27.7K +73 +1%
CWA
1112
Consilio Wealth Advisors
Washington
$2.33M -$190K -506 -8%
SAM
1113
SP Asset Management
California
$2.32M -$699K -1,858 -23%
TCM
1114
Traynor Capital Management
Pennsylvania
$2.32M +$208K +553 +10%
BCM
1115
Becker Capital Management
Oregon
$2.3M +$2.3M +6,118 New
SBIA
1116
Sheaff Brock Investment Advisors
Indiana
$2.3M +$227K +603 +11%
ZIM
1117
Zacks Investment Management
Illinois
$2.28M -$206K -547 -8%
FDCC
1118
Foster Dykema Cabot & Co
Massachusetts
$2.28M – – –
BFO
1119
Boston Family Office
Massachusetts
$2.26M +$239K +636 +12%
PF
1120
Phoenix Financial
Israel
$2.26M -$23.7K -63 -1%
GCM
1121
Gallacher Capital Management
Colorado
$2.26M -$6.39K -17 -0.3%
MWM
1122
MorganRosel Wealth Management
Colorado
$2.25M +$754K +2,006 +50%
CMANY
1123
Capital Management Associates (New York)
New York
$2.25M -$1.38M -3,671 -38%
WAM
1124
WNY Asset Management
New York
$2.25M -$748K -1,989 -25%
SWA
1125
Sax Wealth Advisors
New Jersey
$2.25M +$79.3K +211 +4%
43 44
45
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