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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 %
QCM
1451
Quantinno Capital Management
New York
$975K – – –
ECM
1452
EagleClaw Capital Management
Massachusetts
$975K – – –
BCA
1453
Bernzott Capital Advisors
California
$974K -$3.73M -9,915 -79%
SIM
1454
Sterling Investment Management
Arizona
$971K – – –
VBFP
1455
Valtinson Bruner Financial Planning
Minnesota
$966K -$117K -312 -11%
FPCG
1456
Fort Pitt Capital Group
Pennsylvania
$966K -$144K -382 -13%
BAAM
1457
Baker Avenue Asset Management
California
$965K +$71.5K +190 +8%
MM
1458
Meridian Management
Arkansas
$963K +$130K +345 +16%
SFP
1459
Strategic Financial Partners
Oregon
$962K -$16.9K -45 -2%
LWM
1460
LJI Wealth Management
Indiana
$962K +$78.2K +208 +9%
AC
1461
AIFG Consultants
New York
$955K +$1.88K +5 +0.2%
TCOT
1462
Trust Company of Toledo
Ohio
$955K +$146K +387 +18%
PD
1463
Planning Directions
Pennsylvania
$954K -$47K -125 -5%
TNB
1464
Thomasville National Bank
Georgia
$953K +$4.14K +11 +0.4%
RRCM
1465
Rappaport Reiches Capital Management
Illinois
$944K +$752 +2 +0.1%
BW
1466
Bison Wealth
Georgia
$942K +$52.6K +139 +6%
PFG
1467
Prosperity Financial Group
California
$940K +$724K +1,925 +335%
SAS
1468
SMI Advisory Services
Indiana
$940K -$9.84K -28 -1%
FB
1469
Fulton Bank
Pennsylvania
$938K +$22.9K +61 +3%
DWA
1470
Douglass Winthrop Advisors
New York
$933K +$3.76K +10 +0.4%
FAM
1471
Formidable Asset Management
Ohio
$932K +$377 +1 +0%
MWP
1472
Meridian Wealth Partners
Pennsylvania
$929K -$42.9K -114 -4%
NCM
1473
Northwest Capital Management
Oregon
$927K +$278K +739 +43%
FNFDCM
1474
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$921K – – –
MPW
1475
Melone Private Wealth
Michigan
$916K -$18.4K -49 -2%
57 58
59
60 61