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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 %
WAM
1426
Weinberger Asset Management
California
$1.03M +$197K +524 +24%
ZB
1427
Zions Bancorporation
Utah
$1.03M – – –
MHB
1428
Midwest Heritage Bank
Iowa
$1.02M -$29.3K -78 -3%
TA
1429
TKG Advisors
Indiana
$1.02M -$11.3K -30 -1%
GIA
1430
Guyasuta Investment Advisors
Pennsylvania
$1.02M +$1.5K +4 +0.1%
TWM
1431
Tolleson Wealth Management
Texas
$1.02M – – –
KAM
1432
Knightsbridge Asset Management
California
$1.02M +$234K +622 +30%
CPRC
1433
Consolidated Portfolio Review Corp
New York
$1.02M +$1.02M +2,700 New
PDM
1434
Penn Davis McFarland
Texas
$1.02M -$929K -2,471 -48%
BFC
1435
Bedel Financial Consulting
Indiana
$1.01M +$72.2K +192 +8%
IAMOG
1436
Investors Asset Management of Georgia
Georgia
$1.01M -$15.8K -42 -2%
GFL
1437
Granite FO LLC
New Hampshire
$1.01M -$204K -533 -17%
MIP
1438
Marietta Investment Partners
Wisconsin
$1.01M +$1.01M +2,676 New
IAG
1439
Investment Advisory Group
Massachusetts
$1M +$29.7K +79 +3%
BHWA
1440
Beacon Harbor Wealth Advisors
Virginia
$996K +$574K +1,528 +136%
NRC
1441
New Republic Capital
North Carolina
$995K +$642K +1,708 +182%
BW
1442
BIP Wealth
Georgia
$993K +$993K +2,640 New
CHJWM
1443
Carlton Hofferkamp & Jenks Wealth Management
Texas
$992K -$54.2K -143 -5%
AA
1444
Apriem Advisors
California
$992K +$139K +369 +16%
CT
1445
Clearstead Trust
Maine
$988K -$987K -2,625 -50%
PVI
1446
Pine Valley Investments
New Jersey
$981K +$981K +2,599 New
CGA
1447
Crescent Grove Advisors
Illinois
$980K +$16.9K +45 +2%
TTWM
1448
TCV Trust & Wealth Management
Virginia
$980K +$290K +770 +42%
CWM
1449
Cherrydale Wealth Management
New Jersey
$978K +$4.14K +11 +0.4%
HWM
1450
HighMark Wealth Management
Minnesota
$976K -$1.01M -2,677 -51%
56 57
58
59 60