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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 %
AWA
1776
Alta Wealth Advisors
Massachusetts
$470K -$13.2K -35 -3%
SWP
1777
Strategic Wealth Partners
Ohio
$469K -$128K -340 -21%
BOPW
1778
Brandywine Oak Private Wealth
Pennsylvania
$469K +$376 +1 +0.1%
BWM
1779
Baron Wealth Management
Michigan
$468K -$750K -1,994 -62%
HIG
1780
Heritage Investment Group
Florida
$467K – – –
PCFFS
1781
Pacific Center for Financial Services
California
$466K +$466K +1,239 New
WOSD
1782
WFA of San Diego
California
$464K -$10.9K -29 -2%
BTIM
1783
BancFirst Trust & Investment Management
Oklahoma
$464K – – –
MF
1784
Montis Financial
Massachusetts
$464K -$46.6K -124 -9%
DBT
1785
Dubuque Bank & Trust
Iowa
$463K -$20.7K -55 -4%
BWP
1786
Balboa Wealth Partners
Arizona
$461K +$23.7K +63 +5%
CD
1787
Chapin Davis
Maryland
$461K – – –
WTFG
1788
Wells Trecaso Financial Group
Ohio
$461K -$88.4K -235 -16%
BHBT
1789
Burke & Herbert Bank & Trust
Virginia
$459K -$75.2K -200 -14%
MAM
1790
McLean Asset Management
Virginia
$458K -$1.14M -3,024 -71%
TFO
1791
Tarbox Family Office
California
$458K – – –
AC
1792
Avestar Capital
New York
$458K – – –
KCM
1793
Kanawha Capital Management
Virginia
$457K – – –
CAL
1794
Capital Analysts LLC
Pennsylvania
$457K +$328K +871 +253%
BHIC
1795
Bassett Hargrove Investment Counsel
Delaware
$456K -$13.5K -36 -3%
BCP
1796
Berkeley Capital Partners
Georgia
$456K -$495K -1,316 -52%
STCOSD
1797
Sageworth Trust Company of South Dakota
South Dakota
$456K – – –
DA
1798
Drake & Associates
Wisconsin
$454K -$42.1K -112 -8%
BWA
1799
Beam Wealth Advisors
Louisiana
$454K +$11.7K +31 +3%
DWMS
1800
Dominguez Wealth Management Solutions
Virginia
$453K +$1.13K +3 +0.2%
70 71
72
73 74