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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 %
WIC
1301
Woodmont Investment Counsel
Tennessee
$1.4M +$26.7K +71 +2%
IP
1302
Intellectus Partners
California
$1.4M -$370K -985 -21%
OFS
1303
OneAscent Financial Services
Alabama
$1.4M +$72.6K +193 +5%
OA
1304
Oxbow Advisors
Texas
$1.4M +$1.13K +3 +0.1%
RWM
1305
Ritholtz Wealth Management
New York
$1.4M -$518K -1,378 -27%
VBWMG
1306
Von Berge Wealth Management Group
California
$1.4M -$28.7K -76 -2%
AWM
1307
Aries Wealth Management
Maine
$1.39M +$19.6K +52 +1%
BB
1308
Busey Bank
Illinois
$1.39M -$207K -551 -13%
SAM
1309
S.A. Mason
Michigan
$1.37M – – –
WEG
1310
World Equity Group
Illinois
$1.37M +$467K +6,108 +52%
PA
1311
Paragon Advisors
Texas
$1.37M +$221K +588 +19%
C
1312
Certuity
Florida
$1.36M -$3.01K -8 -0.2%
RMDI
1313
R.M. Davis Inc
Maine
$1.36M +$242K +643 +22%
FCCM
1314
First City Capital Management
Georgia
$1.36M +$37.8K +99 +3%
PWA
1315
Physician Wealth Advisors
Utah
$1.36M -$11K -29 -0.8%
LRIA
1316
Leonard Rickey Investment Advisors
Washington
$1.35M -$59.8K -159 -4%
MCM
1317
Morton Capital Management
California
$1.35M +$753K +2,003 +127%
WF
1318
Welch & Forbes
Massachusetts
$1.34M – – –
PAG
1319
Paladin Advisory Group
Iowa
$1.34M +$1.34M +3,569 New
CC
1320
Callan Capital
California
$1.34M +$38.7K +103 +3%
LWANC
1321
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.33M +$38.7K +103 +3%
SF
1322
Safeguard Financial
Wisconsin
$1.33M +$355K +944 +36%
FWCM
1323
Ferguson Wellman Capital Management
Oregon
$1.33M -$61.3K -163 -4%
HA
1324
HFG Advisors
Ohio
$1.33M +$20.3K +54 +2%
HI
1325
Horizon Investments
North Carolina
$1.33M +$236K +627 +22%
51 52
53
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