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Vanguard S&P 500 ETF
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Overview Fund Activity

2,255 hedge funds and large institutions have $124B invested in Vanguard S&P 500 ETF in 2022 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 1,034 increasing their positions, 651 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,255
Holders Change
+193
Holders Change %
+9.36%
% of All Funds
36.38%
Holding in Top 10
526
Holding in Top 10 Change
+30
Holding in Top 10 Change %
+6.05%
% of All Funds
8.49%
New
316
Increased
1,034
Reduced
651
Closed
79
Calls
$1.23B
Puts
$1.13B
Net Calls
+$95.4M
Net Calls Change
+$2.61B

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
+$1.28B
2
Goldman Sachs
Goldman Sachs
New York
+$856M
3
GWA
Gibson Wealth Advisors
Texas
+$569M
4
Calamos Advisors
Calamos Advisors
Illinois
+$471M
5
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
+$304M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.35B
2
CI
Clal Insurance
Israel
-$341M
3
AIA
Angeles Investment Advisors
California
-$311M
4
NAM
Nissay Asset Management
Japan
-$297M
5
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
-$279M
Name Holding Trade Value Shares
Change 		Shares
Change %
RDWM
1526
Red Door Wealth Management
Tennessee
$821K -$18.6K -53 -2%
SWIM
1527
Smallwood Wealth Investment Management
New Jersey
$820K -$45.7K -130 -5%
Financial Engines Advisors
1528
Financial Engines Advisors
California
$819K +$4.22K +12 +0.5%
PAS
1529
Professional Advisory Services
Florida
$816K -$32.7K -93 -4%
CSI
1530
Cross Staff Investments
New York
$815K – – –
WA
1531
WP Advisors
California
$804K +$36.2K +103 +5%
KA
1532
Kooman & Associates
Pennsylvania
$804K +$804K +2,288 New
IFA
1533
Index Fund Advisors
California
$802K +$3.16K +9 +0.4%
CFO
1534
Callan Family Office
Pennsylvania
$798K +$798K +2,270 New
AA
1535
Apriem Advisors
California
$797K +$171K +487 +27%
NWM
1536
NEIRG Wealth Management
Massachusetts
$797K +$1.41K +4 +0.2%
CFO
1537
Colony Family Offices
North Carolina
$797K -$1.15M -3,285 -59%
TWM
1538
Triton Wealth Management
Arizona
$794K -$384K -1,055 -33%
TVWM
1539
Tower View Wealth Management
Wisconsin
$793K +$51.7K +147 +7%
WAG
1540
Winthrop Advisory Group
Massachusetts
$791K +$308K +876 +64%
OWM
1541
Orgel Wealth Management
Wisconsin
$791K -$240K -684 -23%
NWMG
1542
National Wealth Management Group
Ohio
$790K – – –
BWM
1543
BlackDiamond Wealth Management
New York
$787K -$3.59K -10 -0.5%
SWA
1544
Sightline Wealth Advisors
Connecticut
$786K +$435K +1,239 +124%
CNBTD
1545
Citizens National Bank Trust Department
Mississippi
$781K – – –
MCM
1546
MV Capital Management
Maryland
$781K – – –
PNAA
1547
Pictet North America Advisors
Switzerland
$780K -$70.3K -200 -8%
MM
1548
Meridian Management
Arkansas
$778K +$96.6K +275 +14%
FC
1549
Financial Consulate
Maryland
$776K +$180K +511 +30%
WAM
1550
Weinberger Asset Management
California
$775K +$5.62K +16 +0.7%
60 61
62
63 64