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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 %
KCM
1476
Kathmere Capital Management
Pennsylvania
$916K +$223K +593 +32%
MS
1477
Madden Securities
Texas
$916K – – –
JWBC
1478
J.W. Burns & Co
New York
$914K +$1.5K +4 +0.2%
SCI
1479
Stableford Capital II
Arizona
$911K +$911K +2,593 New
LA
1480
Latitude Advisors
Florida
$911K -$47.8K -127 -5%
AR
1481
Apeiron RIA
Texas
$908K +$153K +408 +20%
AWC
1482
Adamsbrown Wealth Consultants
Kansas
$907K +$5.27K +14 +0.6%
SAM
1483
Silvercrest Asset Management
New York
$907K -$36.9M -98,138 -98%
WA
1484
WP Advisors
California
$905K +$44K +117 +5%
CWA
1485
Clarity Wealth Advisors
California
$904K -$312K -829 -26%
BWM
1486
BlackDiamond Wealth Management
New York
$901K +$82.1K +220 +10%
AP
1487
Arlington Partners
Alabama
$898K -$794K -2,110 -47%
RFG
1488
RFP Financial Group
Georgia
$897K -$73.3K -195 -8%
CA
1489
CGN Advisors
Kansas
$895K -$25.2K -67 -3%
CWP
1490
Cyndeo Wealth Partners
Florida
$892K -$319K -848 -26%
RPCA
1491
Running Point Capital Advisors
California
$890K +$376 +1 +0%
FANJ
1492
Financial Architects (New Jersey)
New Jersey
$890K -$6.39K -17 -0.7%
PWP
1493
Private Wealth Partners
California
$888K +$888K +2,361 New
PAS
1494
Professional Advisory Services
Florida
$887K +$13.5K +36 +2%
FA
1495
Faithward Advisors
Pennsylvania
$882K +$868K +2,292 +6,367%
MIG
1496
McGuire Investment Group
Rhode Island
$881K – – –
SWIM
1497
Smallwood Wealth Investment Management
New Jersey
$878K – – –
MWA
1498
Meridian Wealth Advisors
Texas
$874K +$80.5K +214 +10%
RDWM
1499
Red Door Wealth Management
Tennessee
$871K -$8.27K -22 -0.9%
I
1500
INVST
Indiana
$869K +$31.4K +83 +4%
58 59
60
61 62