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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 %
DCM
1701
Dimension Capital Management
Florida
$550K +$550K +1,565 New
TAM
1702
Taurus Asset Management
New York
$548K – – –
ACM
1703
Allred Capital Management
Texas
$548K -$48.5K -138 -8%
OPWM
1704
Oakwell Private Wealth Management
Texas
$545K – – –
LG
1705
LAM Group
Oregon
$545K +$545K +1,550 New
CIA
1706
Covington Investment Advisors
Pennsylvania
$543K – – –
FMN
1707
Financial Management Network
California
$539K -$2.28M -6,457 -81%
FWSM
1708
First Wilshire Securities Management
California
$539K – – –
JFGIW
1709
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$539K +$19K +54 +4%
PWIA
1710
Porter White Investment Advisors
Alabama
$537K +$537K +1,529 New
PFA
1711
Pathway Financial Advisors
Vermont
$536K – – –
THL
1712
Tillman Hartley LLC
Colorado
$535K +$535K +1,524 New
FOA
1713
Five Oceans Advisors
California
$533K +$63.2K +180 +13%
WDG
1714
Wealth Dimensions Group
Ohio
$531K -$50.6K -144 -9%
AWC
1715
Abundance Wealth Counselors
Pennsylvania
$529K -$1.76K -5 -0.3%
EWA
1716
Etesian Wealth Advisors
Oregon
$528K +$528K +1,504 New
PWAG
1717
Polaris Wealth Advisory Group
California
$528K -$252K -693 -32%
WA
1718
Wealth Architects
California
$528K -$19.3K -55 -4%
SFG
1719
Synergy Financial Group
California
$527K -$6.32K -18 -1%
PAMG
1720
Patton Albertson Miller Group
Tennessee
$527K – – –
RWA
1721
Redhawk Wealth Advisors
Minnesota
$527K +$91.4K +260 +21%
TW
1722
Transform Wealth
Colorado
$526K -$22.1K -63 -4%
HCM
1723
Hall Capital Management
Rhode Island
$526K – – –
NG
1724
NatWest Group
United Kingdom
$524K -$142K -404 -21%
NEGWA
1725
New England Guild Wealth Advisors
Connecticut
$523K +$293K +835 +127%
67 68
69
70 71