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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 %
FAG
1826
Fortitude Advisory Group
Washington
$428K +$39.1K +104 +10%
IWS
1827
Insight Wealth Strategies
California
$428K +$8.65K +23 +2%
MTIC
1828
Missouri Trust & Investment Company
Missouri
$426K -$9.4K -25 -2%
IF
1829
Ironwood Financial
Arizona
$425K +$24.4K +65 +6%
3F
1830
360 Financial
Minnesota
$425K – – –
FA
1831
Financial Advisors
Massachusetts
$424K – – –
RFG
1832
Range Financial Group
Oregon
$423K +$1.88K +5 +0.4%
NA
1833
Nottingham Advisors
New York
$421K -$41.4K -110 -9%
TLP
1834
Trinity Legacy Partners
Texas
$421K -$215K -571 -34%
TNAM
1835
Terra Nova Asset Management
New York
$421K +$95.1K +253 +29%
TPA
1836
Trivium Point Advisory
Connecticut
$419K – – –
MA
1837
MONECO Advisors
Connecticut
$417K +$76K +202 +22%
GGS
1838
Galvin Gaustad & Stein
Arizona
$417K -$338K -900 -45%
ERWM
1839
Elk River Wealth Management
Colorado
$417K – – –
CPC
1840
Consolidated Planning Corp
Georgia
$416K – – –
PFP
1841
Paragon Financial Partners
California
$416K -$10.9K -29 -3%
BFA
1842
BMS Financial Advisors
South Dakota
$414K -$10.5K -28 -2%
CAM
1843
Campion Asset Management
Virginia
$414K – – –
HSG
1844
Helen Stephens Group
Texas
$413K +$752 +2 +0.2%
CWM
1845
Cahill Wealth Management
Michigan
$413K +$1.5K +4 +0.4%
Commonwealth Equity Services
1846
Commonwealth Equity Services
Massachusetts
$412K +$15K +39,989 +4%
EL
1847
Essex LLC
Illinois
$411K – – –
TW
1848
TrinityPoint Wealth
Connecticut
$411K +$82.8K +220 +25%
AWM
1849
Aprio Wealth Management
Georgia
$411K -$34.2K -91 -8%
CC
1850
Commons Capital
Massachusetts
$410K +$376 +1 +0.1%
72 73
74
75 76