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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 %
GAM
1751
Gould Asset Management
California
$502K – – –
WWG
1752
West Wealth Group
California
$502K +$1.88K +5 +0.4%
RI
1753
Rinkey Investments
California
$501K +$104K +277 +26%
RSA
1754
River Street Advisors
Illinois
$500K -$20.7K -55 -4%
CP
1755
Castleview Partners
Texas
$499K +$15.8K +42 +3%
HPC
1756
HM Payson & Co
Maine
$496K -$823K -2,189 -62%
SAF
1757
Smith Anglin Financial
Texas
$495K +$42.5K +113 +9%
GP
1758
Girard Partners
Pennsylvania
$494K -$47.8K -127 -9%
AA
1759
Axiom Advisory
California
$493K +$1.51K +4 +0.3%
SEI Investments
1760
SEI Investments
Pennsylvania
$492K +$9.4K +25 +2%
SFM
1761
Signet Financial Management
New Jersey
$491K – – –
CIAS
1762
CBIZ Investment Advisory Services
Ohio
$489K -$216K -574 -31%
SW
1763
SlateStone Wealth
Florida
$487K -$102K -270 -17%
TWM
1764
Triton Wealth Management
Arizona
$486K -$379K -956 -44%
FC
1765
Forte Capital
New York
$485K – – –
Charles Schwab
1766
Charles Schwab
California
$482K +$482K +1,281 New
RSS
1767
Rosenblum Silverman Sutton
California
$481K +$26.3K +70 +6%
FCM
1768
Firestone Capital Management
Florida
$480K +$131K +348 +37%
AIFAIM
1769
American Institute for Advanced Investment Management
Arizona
$478K – – –
WF
1770
Wayfinding Financial
Washington
$476K -$191K -508 -29%
SN
1771
Sittner & Nelson
Oregon
$476K – – –
IC
1772
Inscription Capital
Texas
$476K +$3.76K +10 +0.8%
LIA
1773
LS Investment Advisors
Michigan
$474K – – –
PBC
1774
Pavion Blue Capital
California
$473K +$36.9K +98 +8%
SSWM
1775
Strait & Sound Wealth Management
California
$471K -$1.13K -3 -0.2%
69 70
71
72 73