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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 %
WW
1801
Westshore Wealth
California
$452K +$1.88K +5 +0.4%
MM
1802
Main Management
California
$450K – – –
PPWP
1803
Proquility Private Wealth Partners
Nevada
$450K -$2.39M -6,343 -84%
TGAM
1804
TBH Global Asset Management
Tennessee
$449K +$449K +1,194 New
MIM
1805
Moseley Investment Management
Florida
$448K +$174K +463 +64%
PPW
1806
Presilium Private Wealth
Pennsylvania
$447K +$105K +280 +31%
MW
1807
MBL Wealth
North Carolina
$446K -$75.2K -200 -14%
MPIA
1808
Mountain Pacific Investment Advisers
Idaho
$444K +$94.4K +251 +27%
ASW
1809
Astoria Strategic Wealth
Texas
$444K – – –
CPWA
1810
Cerro Pacific Wealth Advisors
California
$443K -$3.01K -8 -0.7%
PPC
1811
Park Place Capital
Alabama
$442K +$1.13K +3 +0.3%
OFG
1812
Orcam Financial Group
California
$442K -$44.4K -118 -9%
WKWM
1813
Walter & Keenan Wealth Management
Indiana
$441K +$1.13K +3 +0.3%
FAT
1814
First American Trust
California
$441K -$629K -1,672 -59%
M
1815
MYeCFO
California
$437K +$196K +520 +81%
LHWM
1816
Lake Hills Wealth Management
Texas
$436K -$7.89K -21 -2%
NAM
1817
NTV Asset Management
West Virginia
$435K +$1.13K +3 +0.3%
HVP
1818
Hudson Value Partners
Florida
$434K +$21.4K +57 +5%
XF
1819
XML Financial
Maryland
$433K +$21.4K +57 +5%
MWP
1820
Meredith Wealth Planning
Illinois
$433K -$3.76K -10 -0.9%
ACM
1821
Advisors Capital Management
New Jersey
$432K -$119K -317 -22%
DCBT
1822
Dakota Community Bank & Trust
North Dakota
$432K -$960K -2,554 -69%
EGA
1823
Eagle Global Advisors
Texas
$431K -$28.2K -75 -6%
WA
1824
Wealth Alliance
New York
$429K +$16.5K +44 +4%
ODG
1825
O'Dell Group
Ohio
$429K +$97.1K +258 +29%
71 72
73
74 75