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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 %
BST
1251
Bath Savings Trust
Maine
$1.61M +$253K +672 +19%
CAC
1252
Certified Advisory Corp
Florida
$1.59M -$45.1K -120 -3%
WP
1253
WealthShield Partners
North Carolina
$1.58M +$20.7K +55 +1%
HWM
1254
Howard Wealth Management
Connecticut
$1.58M -$63.6K -169 -4%
ZIG
1255
Zullo Investment Group
Pennsylvania
$1.58M +$37.6K +100 +2%
CWA
1256
Clearview Wealth Advisors
Oregon
$1.57M -$1.57M -4,165 -50%
LSA
1257
Lion Street Advisors
Texas
$1.57M +$114K +304 +8%
CHA
1258
Carmichael Hill & Associates
Maryland
$1.57M +$127K +338 +9%
RIS
1259
Retirement Income Solutions
Michigan
$1.56M +$643K +1,709 +70%
DAM
1260
Derbend Asset Management
Georgia
$1.56M -$12.8K -34 -0.8%
DWM
1261
Destination Wealth Management
California
$1.56M -$333K -886 -18%
HKAM
1262
Horizon Kinetics Asset Management
New York
$1.55M +$196K +521 +14%
BWA
1263
Burt Wealth Advisors
Maryland
$1.55M -$3.01K -8 -0.2%
SWA
1264
Strategies Wealth Advisors
Michigan
$1.55M -$25.9K -69 -2%
YWS
1265
Yarger Wealth Strategies
Ohio
$1.55M -$80.1K -213 -5%
LFA
1266
LifeGuide Financial Advisors
Pennsylvania
$1.55M – – –
WA
1267
WBH Advisory
Maryland
$1.55M +$1.55M +4,115 New
EGA
1268
E&G Advisors
Texas
$1.55M – – –
FIB
1269
First Interstate Bank
Montana
$1.53M -$167K -445 -10%
HS
1270
Horan Securities
United States
$1.53M +$95.1K +253 +7%
CIA
1271
Capital Investment Advisors
Georgia
$1.53M +$325K +865 +27%
ECG
1272
EPIQ Capital Group
California
$1.53M -$1.52M -4,050 -50%
SW
1273
Simplicity Wealth
New Jersey
$1.53M -$855K -2,274 -36%
WP
1274
WMS Partners
Maryland
$1.53M -$3.76K -10 -0.2%
RWP
1275
RWA Wealth Partners
Massachusetts
$1.52M +$523K +1,391 +52%
49 50
51
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