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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 %
BFA
1651
Bill Few Associates
Pennsylvania
$612K +$612K +1,627 New
SIS
1652
Sound Income Strategies
Florida
$609K +$85K +226 +16%
FOA
1653
Five Oceans Advisors
California
$608K +$38K +101 +7%
PFM
1654
Parsec Financial Management
North Carolina
$607K -$63.6K -169 -9%
DPI
1655
Diversified Portfolios Inc
Michigan
$607K -$32.7K -87 -5%
SCM
1656
SCS Capital Management
Massachusetts
$606K -$15.3M -40,712 -96%
FF
1657
Financial Futures
New Jersey
$606K -$15K -40 -2%
MLL
1658
Moody Lynn & Lieberson
Massachusetts
$604K – – –
GC
1659
Gibson Capital
Pennsylvania
$603K +$367K +975 +155%
CC
1660
Courier Capital
New York
$601K – – –
JWA
1661
JFS Wealth Advisors
Pennsylvania
$599K +$202K +536 +51%
EWA
1662
Etesian Wealth Advisors
Oregon
$595K +$29K +77 +5%
RCWMU
1663
Rothschild & Co Wealth Management (UK)
United Kingdom
$592K – – –
BFS
1664
Bard Financial Services
Connecticut
$592K – – –
ACM
1665
Allred Capital Management
Texas
$592K +$5.64K +15 +1%
RPSA
1666
Richard P. Slaughter Associates
Texas
$590K – – –
BFM
1667
Boston Financial Management
Massachusetts
$589K +$243K +647 +70%
RFP
1668
Root Financial Partners
California
$589K +$589K +1,566 New
DCM
1669
Dimension Capital Management
Florida
$589K – – –
WCM
1670
Wealthcare Capital Management
Virginia
$589K +$141K +374 +31%
TW
1671
Transform Wealth
Colorado
$588K +$25.2K +67 +4%
Qube Research & Technologies (QRT)
1672
Qube Research & Technologies (QRT)
United Kingdom
$588K +$206K +548 +54%
SEIA
1673
Signature Estate & Investment Advisors
California
$587K +$587K +1,562 New
OPWM
1674
Oakwell Private Wealth Management
Texas
$583K – – –
LG
1675
LAM Group
Oregon
$583K – – –
65 66
67
68 69