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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 %
PGA
1276
Portland Global Advisors
Maine
$1.52M +$53.4K +142 +4%
VCM
1277
Violich Capital Management
California
$1.52M – – –
SWA
1278
SFMG Wealth Advisors
Texas
$1.52M +$1.88K +5 +0.1%
RWA
1279
River Wealth Advisors
Pennsylvania
$1.52M +$27.5K +73 +2%
CWM
1280
Cornerstone Wealth Management
Missouri
$1.52M +$1.52M +4,032 New
RTC
1281
Riverview Trust Company
Washington
$1.51M -$33.1K -88 -2%
PP
1282
PDS Planning
Ohio
$1.51M +$316K +840 +26%
AWA
1283
Aaron Wealth Advisors
Illinois
$1.5M – – –
BMM
1284
Buffington Mohr McNeal
Idaho
$1.5M – – –
IW
1285
Imprint Wealth
South Carolina
$1.5M +$1.5M +3,974 New
CW
1286
Channel Wealth
California
$1.49M +$1.49M +3,959 New
LWMM
1287
Legacy Wealth Management (Mississippi)
Mississippi
$1.47M -$351K -933 -19%
DWM
1288
Drive Wealth Management
Utah
$1.46M -$69.6K -185 -5%
NL
1289
NWAM LLC
Washington
$1.46M -$469K -1,247 -24%
LB
1290
Leo Brokerage
Texas
$1.45M +$1.45M +3,855 New
VC
1291
Veery Capital
Delaware
$1.45M +$2.26K +6 +0.2%
SAM
1292
SignalPoint Asset Management
Missouri
$1.45M +$18.4K +49 +1%
MC
1293
Moors & Cabot
Massachusetts
$1.44M +$15.8K +42 +1%
RA
1294
Rockingstone Advisors
Massachusetts
$1.42M -$665K -1,767 -32%
NWM
1295
Northwest Wealth Management
Iowa
$1.42M +$129K +344 +10%
FSWA
1296
Financial Synergies Wealth Advisors
Texas
$1.42M +$108K +286 +8%
FFM
1297
Forum Financial Management
Illinois
$1.41M +$121K +323 +9%
PWG
1298
Private Wealth Group
Florida
$1.41M – – –
HIA
1299
HTG Investment Advisors
Connecticut
$1.41M -$13.2K -35 -0.9%
CWM
1300
Cedar Wealth Management
California
$1.41M +$423K +1,124 +43%
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