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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 %
APW
1926
Austin Private Wealth
Texas
$344K -$4.51K -12 -1%
CCM
1927
Carlson Capital Management
Minnesota
$344K -$10.2K -27 -3%
AWA
1928
Archvest Wealth Advisors
California
$343K -$1.86M -4,939 -84%
RA
1929
Riversedge Advisors
Delaware
$341K +$341K +906 New
LFP
1930
Leeward Financial Partners
Washington
$339K +$51.1K +136 +18%
CCM
1931
Chiron Capital Management
Florida
$338K -$101K -268 -23%
CWM
1932
Cahaba Wealth Management
Georgia
$338K -$71.5K -190 -17%
GAA
1933
Global Assets Advisory
Florida
$336K -$77.2K -203 -19%
LL
1934
LWMG LLC
Minnesota
$336K +$7.14K +19 +2%
BA
1935
Bellwether Advisors
Nebraska
$335K -$14.3K -38 -4%
PG
1936
Patten Group
Tennessee
$335K – – –
WC
1937
Wealth CMT
New Jersey
$333K – – –
EF
1938
Empirical Finance
Pennsylvania
$332K – – –
SFS
1939
Stiles Financial Services
Minnesota
$332K +$332K +883 New
SPAS
1940
Spectrum Planning & Advisory Services
California
$332K +$332K +882 New
CMP
1941
Coston McIsaac & Partners
Maine
$331K -$15.8K -42 -5%
WAM
1942
Walker Asset Management
Missouri
$331K +$45.1K +120 +16%
CPW
1943
Catalyst Private Wealth
California
$331K +$752 +2 +0.2%
KIG
1944
Kowal Investment Group
Wisconsin
$329K -$377K -1,003 -53%
HNW
1945
High Note Wealth
Minnesota
$328K – – –
VOYA Investment Management
1946
VOYA Investment Management
Georgia
$327K +$327K +869 New
UIA
1947
Ulland Investment Advisors
Minnesota
$326K -$75.2K -200 -19%
PAM
1948
Panagora Asset Management
Massachusetts
$326K -$53.4K -142 -14%
KIG
1949
Kennedy Investment Group
New Jersey
$325K +$1.5K +4 +0.5%
PWA
1950
PCG Wealth Advisors
Kansas
$324K – – –
76 77
78
79 80