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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 %
LS
1351
Leelyn Smith
Illinois
$1.25M – – –
SVCP
1352
Silicon Valley Capital Partners
California
$1.25M -$91.8K -244 -7%
NCM
1353
Next Capital Management
New York
$1.24M +$75.6K +201 +6%
RGC
1354
Roberts, Glore & Co
Illinois
$1.24M +$71.5K +190 +6%
PCTC
1355
Perkins Coie Trust Company
Washington
$1.24M +$321K +854 +35%
PSP
1356
Principal Street Partners
Tennessee
$1.24M +$5.26K +14 +0.4%
CCFCSB
1357
Cape Cod Five Cents Savings Bank
Massachusetts
$1.24M -$152K -405 -11%
FWA
1358
FOCUS Wealth Advisors
Texas
$1.23M -$246K -653 -17%
WAG
1359
Winthrop Advisory Group
Massachusetts
$1.23M +$385K +1,023 +45%
EA
1360
Eudaimonia Advisors
Tennessee
$1.22M -$327K -870 -21%
TIM
1361
Tortoise Investment Management
New York
$1.22M +$311K +826 +34%
FRA
1362
Frank Rimerman Advisors
California
$1.22M – – –
CPWMP
1363
Cardinal Point Wealth Management Partners
California
$1.22M – – –
CPCM
1364
Cardinal Point Capital Management
Ontario, Canada
$1.22M – – –
1WM
1365
1900 Wealth Management
Texas
$1.21M – – –
JFGIW
1366
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.21M +$634K +1,685 +110%
OWM
1367
Orgel Wealth Management
Wisconsin
$1.21M +$363K +964 +43%
SOS
1368
Silver Oak Securities
Tennessee
$1.21M -$261K -693 -18%
SM
1369
Sensible Money
Arizona
$1.2M -$9.4K -25 -0.8%
RPCONE
1370
Retirement Planning Company of New England
Rhode Island
$1.2M +$62.1K +165 +5%
FWM
1371
Fortress Wealth Management
California
$1.2M – – –
DIP
1372
DT Investment Partners
Pennsylvania
$1.19M – – –
CPIA
1373
Cornell Pochily Investment Advisors
New York
$1.19M +$141K +374 +13%
KC
1374
Kinloch Capital
Virginia
$1.19M -$42.1K -112 -3%
NP
1375
NorthRock Partners
Minnesota
$1.18M -$3.35M -8,906 -74%
53 54
55
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