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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 %
PNAA
1601
Pictet North America Advisors
Switzerland
$691K -$144K -383 -17%
TAM
1602
TCP Asset Management
Ohio
$690K -$20.3K -54 -3%
TCMP
1603
Thrive Capital Management (Pennsylvania)
Pennsylvania
$688K +$10K +27 +1%
APP
1604
Avantax Planning Partners
Iowa
$684K -$212K -565 -24%
ATPW
1605
Ashton Thomas Private Wealth
Arizona
$681K -$1.88K -5 -0.3%
RCM
1606
RB Capital Management
Nevada
$679K +$73.3K +195 +12%
VWM
1607
Vigilare Wealth Management
Arizona
$679K +$270K +718 +66%
SPWM
1608
Schrum Private Wealth Management
Florida
$678K +$17.7K +47 +3%
DSC
1609
Duncker Streett & Co
Missouri
$676K -$13.9K -37 -2%
PGAM
1610
Princeton Global Asset Management
New Jersey
$673K – – –
AIA
1611
Arcadia Investment Advisors
Idaho
$673K – – –
SSB
1612
Sandy Spring Bank
Maryland
$670K +$5.26K +14 +0.8%
CWMGP
1613
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$670K – – –
VFG
1614
V2 Financial group
Illinois
$670K +$9.03K +24 +1%
FI
1615
Financial Insights
Washington
$669K -$92.9K -247 -12%
Kayne Anderson Rudnick Investment Management
1616
Kayne Anderson Rudnick Investment Management
California
$668K – – –
VAM
1617
Verity Asset Management
North Carolina
$666K +$338K +898 +103%
PFSC
1618
Peoples Financial Services Corp
Pennsylvania
$658K -$22.6K -60 -3%
BHWM
1619
Bar Harbor Wealth Management
New Hampshire
$652K -$63.9K -170 -9%
CA
1620
CapWealth Advisors
Tennessee
$650K -$134K -357 -17%
VHAM
1621
Van Hulzen Asset Management
California
$650K +$100K +266 +18%
OBWG
1622
Onyx Bridge Wealth Group
New York
$650K +$33.9K +90 +5%
CFS
1623
Cannon Financial Strategists
Georgia
$649K – – –
RCA
1624
Reitz Capital Advisors
Michigan
$649K -$9.4K -25 -1%
MCM
1625
McRae Capital Management
New Jersey
$646K – – –
63 64
65
66 67