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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 %
EA
1676
Eclectic Associates
California
$583K +$275K +730 +89%
FMN
1677
Financial Management Network
California
$582K +$7.13K +19 +1%
BFIC
1678
Bedell Frazier Investment Counselling
California
$581K -$29M -77,042 -98%
CIA
1679
Covington Investment Advisors
Pennsylvania
$581K – – –
BAWC
1680
Boyce & Associates Wealth Consulting
Texas
$581K +$581K +1,545 New
OW
1681
Olistico Wealth
Oklahoma
$577K -$25.2K -67 -4%
FWSM
1682
First Wilshire Securities Management
California
$577K – – –
PWIA
1683
Porter White Investment Advisors
Alabama
$575K +$376 +1 +0.1%
MWA
1684
Mills Wealth Advisors
Texas
$575K -$102K -271 -15%
CFS
1685
CRA Financial Services
New Jersey
$575K +$108K +286 +23%
PFA
1686
Pathway Financial Advisors
Vermont
$574K – – –
PCA
1687
Prosperity Capital Advisors
Ohio
$570K +$68.8K +183 +14%
WDG
1688
Wealth Dimensions Group
Ohio
$570K +$752 +2 +0.1%
RWA
1689
Redhawk Wealth Advisors
Minnesota
$567K +$3.39K +9 +0.6%
MWP
1690
Madison Wealth Partners
Wisconsin
$567K +$18.4K +49 +3%
AWC
1691
Abundance Wealth Counselors
Pennsylvania
$566K – – –
GI
1692
Gradient Investments
Minnesota
$565K -$361K -960 -39%
WA
1693
Wealth Architects
California
$565K – – –
WG
1694
Watchman Group
Texas
$564K -$519K -1,380 -48%
GGI
1695
Godsey & Gibb Inc
Virginia
$564K -$105K -279 -16%
HCM
1696
Hall Capital Management
Rhode Island
$563K – – –
THL
1697
Tillman Hartley LLC
Colorado
$561K -$12K -32 -2%
AAS
1698
Annex Advisory Services
Wisconsin
$560K +$19.2K +51 +4%
PWAG
1699
Polaris Wealth Advisory Group
California
$559K +$12.4K +33 +2%
RPWA
1700
Regent Peak Wealth Advisors
Georgia
$558K – – –
66 67
68
69 70