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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 %
APWM
1526
Argonautica Private Wealth Management
Massachusetts
$820K +$38.7K +103 +5%
ARC
1527
Advisor Resource Council
Texas
$820K +$820K +2,178 New
CWG
1528
Crown Wealth Group
North Carolina
$819K -$4.51K -12 -0.5%
BIA
1529
Bigelow Investment Advisors
Maine
$819K – – –
EBA
1530
Eagle Bay Advisors
New York
$812K +$727K +1,934 +860%
MSAM
1531
Moloney Securities Asset Management
Missouri
$812K +$121K +322 +18%
6F
1532
626 Financial
Michigan
$809K +$1.13K +3 +0.1%
FMTC
1533
Farmers & Merchants Trust Company
California
$809K – – –
RDFA
1534
Ritter Daniher Financial Advisory
Ohio
$808K -$95.1K -253 -11%
PI
1535
PFG Investments
New York
$807K +$807K +2,146 New
SIA
1536
SkyView Investment Advisors
New Jersey
$806K +$8.65K +23 +1%
FCAG
1537
First Capital Advisors Group
New Jersey
$806K +$8.65K +23 +1%
IAS
1538
IMA Advisory Services
Colorado
$805K – – –
FPCG
1539
Forum Private Client Group
Indiana
$804K -$9.78K -26 -1%
SPFA
1540
Summit Place Financial Advisors
New Jersey
$803K +$37.6K +100 +5%
CWS
1541
Confluence Wealth Services
Pennsylvania
$802K -$107K -284 -12%
LWMG
1542
Levy Wealth Management Group
Pennsylvania
$802K -$11.3K -30 -1%
LA
1543
LVW Advisors
New York
$802K +$110K +292 +16%
WCP
1544
Wick Capital Partners
Pennsylvania
$800K -$2.77M -7,367 -78%
IFA
1545
Index Fund Advisors
California
$796K -$62.4K -166 -7%
IAS
1546
Insigneo Advisory Services
Florida
$793K +$1.5K +4 +0.2%
MWM
1547
Marion Wealth Management
Pennsylvania
$793K -$33.1K -88 -4%
Man Group
1548
Man Group
United Kingdom
$791K – – –
WA1
1549
Wimmer Associates 1
California
$788K – – –
PFA
1550
Plotkin Financial Advisors
Maryland
$787K -$105K -278 -12%
60 61
62
63 64