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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
1726
Lakeside Advisors
Washington
$526K +$37.6K +100 +8%
FFH
1727
Fairfax Financial Holdings
Ontario, Canada
$526K – – –
GEA
1728
Glen Eagle Advisors
New Jersey
$525K -$64.7K -172 -11%
LAM
1729
Lakewood Asset Management
Illinois
$525K -$376 -1 -0.1%
SL
1730
SWMG LLC
Texas
$524K +$6.02K +16 +1%
KF
1731
Krilogy Financial
Missouri
$523K +$38.3K +102 +8%
SFG
1732
SNS Financial Group
Minnesota
$522K -$1.13K -3 -0.2%
SRWM
1733
Shira Ridge Wealth Management
California
$521K +$39.1K +104 +8%
AFP
1734
Alpha Financial Partners
Kentucky
$518K -$8.65K -23 -2%
PO
1735
Private Ocean
California
$517K +$24.1K +64 +5%
VWA
1736
VERITY Wealth Advisors
United States
$515K – – –
PFG
1737
Pacific Financial Group
Washington
$514K -$206K -547 -29%
CAM
1738
Concorde Asset Management
Michigan
$514K -$36.1K -96 -7%
LA
1739
LexAurum Advisors
Kansas
$513K +$16.9K +45 +3%
RW
1740
REDW Wealth
New Mexico
$512K +$10.5K +28 +2%
RFN
1741
RDA Financial Network
Iowa
$511K +$4.89K +13 +1%
HBT
1742
Hills Bank & Trust
Iowa
$510K – – –
HW
1743
Hancock Whitney
Mississippi
$508K +$100K +267 +25%
TCM
1744
Tradewinds Capital Management
Washington
$507K -$107K -284 -17%
SCM
1745
Schnieders Capital Management
California
$507K +$3.01K +8 +0.6%
WP
1746
WealthPLAN Partners
Nebraska
$506K -$61.7K -164 -11%
CWM
1747
CCG Wealth Management
California
$506K +$506K +1,344 New
CFA
1748
Cahill Financial Advisors
Minnesota
$504K +$504K +1,341 New
NSG
1749
Nalls Sherbakoff Group
Tennessee
$503K +$503K +1,356 New
GSC
1750
Grey Street Capital
Illinois
$503K +$503K +1,337 New
68 69
70
71 72