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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 %
EWM
1851
Executive Wealth Management
Michigan
$410K +$63.9K +170 +18%
DSN
1852
D. Scott Neal
Kentucky
$409K – – –
MCCP
1853
Mission Creek Capital Partners
California
$408K -$94K -250 -19%
SS
1854
Sunbelt Securities
Texas
$407K -$10K -27 -2%
BAM
1855
Bayshore Asset Management
Florida
$407K – – –
OCM
1856
Osterweis Capital Management
California
$405K -$770K – –
PWMG
1857
Prestige Wealth Management Group
New Jersey
$405K -$499K -1,327 -55%
TCWM
1858
Total Clarity Wealth Management
Illinois
$404K -$11.7K -31 -3%
BP
1859
Broadleaf Partners
Ohio
$402K +$402K +1,070 New
SPC
1860
Stewart & Patten Company
California
$398K +$398K +1,058 New
SIAS
1861
Summit Investment Advisory Services
Minnesota
$398K +$1.13K +3 +0.3%
AIA
1862
Armor Investment Advisors
North Carolina
$398K – – –
HCMT
1863
Highland Capital Management (Tennessee)
Tennessee
$397K – – –
WPC
1864
White Pine Capital
Minnesota
$395K – – –
PWA
1865
Primoris Wealth Advisors
Florida
$395K -$53K -141 -12%
BAM
1866
Berkshire Asset Management
Pennsylvania
$394K +$10.9K +29 +3%
AT
1867
Arden Trust
Delaware
$393K -$4.67M -12,440 -92%
BFG
1868
Bouchey Financial Group
New York
$393K +$16.2K +43 +4%
BFWA
1869
Benchmark Financial Wealth Advisors
Florida
$392K +$1.13K +3 +0.3%
AWM
1870
Aspire Wealth Management
Massachusetts
$392K – – –
TFP
1871
Tilia Fiduciary Partners
North Carolina
$392K +$1.5K +4 +0.4%
GCM
1872
Gables Capital Management
Florida
$391K – – –
IGGA
1873
Iron Gate Global Advisors
Utah
$391K -$11.3K -30 -3%
ETIA
1874
Epic Trust Investment Advisors
Washington
$390K -$1.51K -4 -0.4%
CFAM
1875
Center For Asset Management
Florida
$388K +$17.7K +47 +5%
73 74
75
76 77