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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 %
SNB
1201
Security National Bank
Nebraska
$1.8M -$313K -833 -15%
PHIC
1202
Pine Haven Investment Counsel
Massachusetts
$1.8M – – –
HA
1203
Harfst & Associates
Wyoming
$1.8M -$70.7K -188 -4%
WLPWM
1204
Walled Lake Planning & Wealth Management
Illinois
$1.8M +$48.5K +129 +3%
CCM
1205
Ciovacco Capital Management
Georgia
$1.8M +$1.8M +4,776 New
AIM
1206
Avity Investment Management
Connecticut
$1.79M +$171K +455 +11%
BBNB
1207
Baker Boyer National Bank
Washington
$1.79M – – –
FHC
1208
First Heartland Consultants
Missouri
$1.79M -$291K -773 -14%
PIA
1209
Perennial Investment Advisors
California
$1.78M -$857K -2,279 -32%
HIP
1210
HUB Investment Partners
Texas
$1.78M +$1.78M +4,738 New
FC
1211
Fiduciary Counselling
Minnesota
$1.78M – – –
MCA
1212
MSH Capital Advisors
Arizona
$1.77M -$95.1K -253 -5%
PIAS
1213
PCA Investment Advisory Services
Ohio
$1.76M +$1.76M +4,686 New
EW
1214
Enzi Wealth
Texas
$1.76M -$105K -276 -6%
RWP
1215
Revolve Wealth Partners
New Jersey
$1.76M -$98.5K -262 -5%
PWM
1216
Penobscot Wealth Management
Maine
$1.76M -$73K -194 -4%
CHA
1217
Cooper/Haims Advisors
New York
$1.76M +$1.5K +4 +0.1%
RBC
1218
Roble Belko & Company
Pennsylvania
$1.75M -$222K -589 -11%
PAM
1219
Private Asset Management
California
$1.75M -$1.88K -5 -0.1%
BBA
1220
BLB&B Advisors
Pennsylvania
$1.75M +$7.9K +21 +0.5%
TFA
1221
Teamwork Financial Advisors
Texas
$1.74M +$163K +433 +10%
FPB
1222
First PREMIER Bank
South Dakota
$1.73M +$40.6K +108 +2%
S
1223
SignatureFD
Georgia
$1.73M -$188K -501 -10%
BDF
1224
Black Diamond Financial
Maryland
$1.73M -$8.65K -23 -0.5%
HL
1225
HeadInvest LLC
Maine
$1.73M +$9.4K +25 +0.5%
47 48
49
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