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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 %
GC
1576
Gratus Capital
Georgia
$738K +$738K +1,961 New
FWM
1577
Focused Wealth Management
New York
$736K -$66.6K -177 -8%
CF
1578
Clarity Financial
Texas
$735K +$452K +1,202 +160%
SFP
1579
Sandbox Financial Partners
Maryland
$731K -$16.2K -43 -2%
ACA
1580
Atlas Capital Advisors
Wyoming
$729K -$563K -1,497 -44%
WIC
1581
Whitegate Investment Counselors
New Hampshire
$728K +$752 +2 +0.1%
WPA
1582
Winning Points Advisors
Florida
$727K – – –
WAL
1583
W Advisors LLC
Tennessee
$727K +$727K +1,932 New
CWM
1584
Chemistry Wealth Management
New York
$726K +$752 +2 +0.1%
FWA
1585
FSM Wealth Advisors
Ohio
$724K +$109K +290 +18%
KFC
1586
Klingenstein Fields & Co
New York
$724K – – –
FCG
1587
Financial Connections Group
California
$722K – – –
SIA
1588
Schechter Investment Advisors
Michigan
$721K +$4.14K +11 +0.6%
MAS
1589
Meeder Advisory Services
Ohio
$720K +$125K +333 +21%
APW
1590
Aurora Private Wealth
New Jersey
$719K +$376 +1 +0.1%
FNB
1591
Farmers National Bank
Kentucky
$716K +$7.52K +20 +1%
AA
1592
Alesco Advisors
New York
$709K -$35K -93 -5%
HT
1593
Headlands Technologies
Illinois
$709K +$709K +1,885 New
NFP
1594
Narus Financial Partners
Utah
$706K +$283K +752 +67%
PIP
1595
Peachtree Investment Partners
Florida
$704K +$150K +399 +27%
MFS
1596
Madrona Financial Services
Washington
$702K +$267K +711 +62%
FNWM
1597
Financial Network Wealth Management
Utah
$696K -$38K -101 -5%
CFG
1598
Cooper Financial Group
California
$695K +$77.1K +205 +12%
BWP
1599
Bernardo Wealth Planning
Pennsylvania
$695K -$134K -356 -16%
GA
1600
GFS Advisors
Texas
$692K – – –
62 63
64
65 66