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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 %
LA
1701
Lane & Associates
New Jersey
$558K +$49.3K +131 +10%
CCM
1702
Cutler Capital Management
Massachusetts
$555K +$223K +594 +67%
FFA
1703
Founders Financial Alliance
North Carolina
$555K -$113K -300 -17%
OIM
1704
Opus Investment Management
Massachusetts
$553K – – –
DWM
1705
Darwin Wealth Management
Florida
$551K -$69.6K -183 -11%
LB
1706
Legacy Bridge
Iowa
$550K – – –
1SB
1707
1ST Source Bank
Indiana
$549K -$91K -242 -14%
PAMG
1708
Patton Albertson Miller Group
Tennessee
$549K -$15K -40 -3%
BWA
1709
Bordeaux Wealth Advisors
California
$547K -$2.28M -6,059 -81%
CAM
1710
Congress Asset Management
Massachusetts
$547K – – –
HCM
1711
Hengehold Capital Management
Ohio
$546K +$1.13K +3 +0.2%
TCWA
1712
Ten Capital Wealth Advisors
Washington
$545K +$476K +1,265 +684%
NAM
1713
NorthCrest Asset Manangement
Minnesota
$544K +$87.3K +232 +19%
BFP
1714
Beacon Financial Planning
Massachusetts
$544K +$2.26K +6 +0.4%
AAP
1715
Arax Advisory Partners
Colorado
$543K +$57.5K +153 +12%
KCFA
1716
Key Client Fiduciary Advisors
New Jersey
$542K -$16.9K -45 -3%
SKK
1717
Shepherd Kaplan Krochuk
Massachusetts
$540K +$76.7K +204 +17%
HF
1718
Halpern Financial
Virginia
$535K -$133K -354 -20%
MIC
1719
Meridian Investment Counsel
California
$530K – – –
GWSG
1720
GPS Wealth Strategies Group
Colorado
$530K +$530K +1,410 New
WA
1721
Waterford Advisors
New York
$530K -$377K -1,001 -42%
WHG
1722
Westwood Holdings Group
Texas
$530K +$74.9K +199 +16%
RWM
1723
Refined Wealth Management
Utah
$530K -$10.2K -27 -2%
ICP
1724
Interchange Capital Partners
Pennsylvania
$528K +$528K +1,404 New
BCM
1725
Bluefin Capital Management
New York
$526K – – –
67 68
69
70 71