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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 %
CWM
1501
Collaborative Wealth Management
Florida
$869K -$53.4K -142 -6%
IF
1502
Integrity Financial
Wyoming
$865K +$129K +342 +17%
AW
1503
Alaethes Wealth
Nevada
$862K +$862K +2,292 New
KA
1504
Kooman & Associates
Pennsylvania
$859K -$1.13K -3 -0.1%
TFM
1505
TFC Financial Management
Massachusetts
$856K +$206K +549 +32%
RCAG
1506
Rehmann Capital Advisory Group
Michigan
$856K -$183K -486 -18%
SWM
1507
Segment Wealth Management
Texas
$854K +$35K +93 +4%
NWM
1508
NEIRG Wealth Management
Massachusetts
$854K +$752 +2 +0.1%
NWMG
1509
National Wealth Management Group
Ohio
$853K +$3.03K +8 +0.4%
TVWM
1510
Tower View Wealth Management
Wisconsin
$853K +$4.14K +11 +0.5%
MWA
1511
Monograph Wealth Advisors
California
$853K -$387K -1,029 -31%
CBT
1512
Central Bank & Trust
Kentucky
$852K -$88.8K -236 -9%
SWA
1513
Sightline Wealth Advisors
Connecticut
$843K +$1.13K +3 +0.1%
IAS
1514
Investment Advisory Services
Texas
$842K +$183K +487 +28%
OWM
1515
OneAscent Wealth Management
Alabama
$840K +$14.7K +39 +2%
CWA
1516
Centennial Wealth Advisory
Michigan
$838K +$51.9K +138 +7%
FC
1517
Financial Consulate
Maryland
$838K +$7.52K +20 +0.9%
LC
1518
Lavaca Capital
Texas
$838K +$25.6K +68 +3%
MCM
1519
MV Capital Management
Maryland
$836K – – –
CSI
1520
Cross Staff Investments
New York
$833K -$39.5K -105 -5%
CBFP
1521
Cedar Brook Financial Partners
Ohio
$833K +$27.8K +74 +3%
CNBTD
1522
Citizens National Bank Trust Department
Mississippi
$829K -$6.77K -18 -0.8%
WSFS
1523
Wilmington Savings Fund Society
Delaware
$828K +$93.2K +248 +13%
PGIM
1524
Pacific Global Investment Management
California
$824K +$2.63K +7 +0.3%
EF
1525
Exeter Financial
Arizona
$823K +$174K +463 +27%
59 60
61
62 63