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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 %
BWP
1551
Bernardo Wealth Planning
Pennsylvania
$774K +$9.84K +28 +1%
MWM
1552
Marion Wealth Management
Pennsylvania
$772K +$30.2K +86 +4%
OWM
1553
OneAscent Wealth Management
Alabama
$771K +$96.6K +275 +14%
OCM
1554
Osterweis Capital Management
California
$770K -$720K – –
CWG
1555
Crown Wealth Group
North Carolina
$770K -$13K -37 -2%
PGIM
1556
Pacific Global Investment Management
California
$768K +$351 +1 +0%
BIA
1557
Bigelow Investment Advisors
Maine
$766K – – –
SWM
1558
Segment Wealth Management
Texas
$765K -$49.5K -141 -6%
FPCG
1559
Forum Private Client Group
Indiana
$761K – – –
LWMG
1560
Levy Wealth Management Group
Pennsylvania
$759K -$1.76K -5 -0.2%
LC
1561
Lavaca Capital
Texas
$759K – – –
GSIAS
1562
Garden State Investment Advisory Services
New Jersey
$758K +$758K +2,156 New
FMTC
1563
Farmers & Merchants Trust Company
California
$755K – – –
6F
1564
626 Financial
Michigan
$755K +$755K +2,148 New
CBFP
1565
Cedar Brook Financial Partners
Ohio
$752K +$48.1K +137 +7%
IAS
1566
IMA Advisory Services
Colorado
$752K +$752K +2,140 New
FWM
1567
Focused Wealth Management
New York
$750K +$351 +1 +0%
CC
1568
Cannell & Co
New York
$748K -$56.9K -162 -7%
SIA
1569
SkyView Investment Advisors
New Jersey
$745K – – –
FCAG
1570
First Capital Advisors Group
New Jersey
$745K – – –
IFWM
1571
Institute for Wealth Management
Colorado
$744K -$2.11K -6 -0.3%
BOTW
1572
Bank of the West
California
$742K – – –
MWA
1573
Meridian Wealth Advisors
Texas
$741K -$377K -1,074 -34%
IAS
1574
Insigneo Advisory Services
Florida
$740K +$740K +2,105 New
CWA
1575
Centennial Wealth Advisory
Michigan
$735K +$56.2K +160 +8%
61 62
63
64 65