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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 %
BCFS
1951
Butensky & Cohen Financial Security
Florida
$324K -$61.3K -163 -16%
AWA
1952
Acorn Wealth Advisors
Michigan
$320K +$1.13K +3 +0.4%
FAM
1953
Family Asset Management
South Carolina
$320K -$16.2K -43 -5%
FWM
1954
Fingerlakes Wealth Management
New York
$319K +$37.2K +99 +13%
TIAM2
1955
Tru Independence Asset Management 2
Oregon
$318K +$318K +847 New
HP
1956
Hyperion Partners
Pennsylvania
$318K – – –
CFA
1957
Capstone Financial Advisors
Illinois
$318K +$752 +2 +0.2%
AFM
1958
Andesa Financial Management
Pennsylvania
$317K +$47.9K +576 +18%
BWM
1959
Baystate Wealth Management
Massachusetts
$317K -$1.13K -3 -0.4%
GA
1960
Greenspring Advisors
Maryland
$316K +$47K +125 +17%
KFI
1961
Key Financial Inc
Pennsylvania
$316K +$16.2K +43 +5%
LWM
1962
Lodestone Wealth Management
Washington
$315K +$27.4K +73 +10%
CAM
1963
Covenant Asset Management
New Jersey
$314K +$42.1K +112 +15%
MA
1964
MAS Advisors
Florida
$314K -$1.58M -4,214 -83%
CHC
1965
City Holding Co
West Virginia
$314K -$43.2K -115 -12%
SCA
1966
Stonebridge Capital Advisors
Minnesota
$311K -$6.39K -17 -2%
SDAM
1967
Shulman DeMeo Asset Management
New York
$311K +$1.13K +3 +0.4%
JFA
1968
JNBA Financial Advisors
Minnesota
$310K +$16.5K +44 +6%
CT
1969
Colonial Trust
South Carolina
$310K +$168K +448 +119%
NP
1970
Nilsine Partners
Colorado
$310K +$310K +824 New
KM
1971
Kalos Management
Georgia
$309K – – –
HIM
1972
Harbour Investment Management
Washington
$309K +$309K +821 New
LNB
1973
Ledyard National Bank
$308K -$13.2K -35 -4%
PP
1974
PrairieView Partners
Minnesota
$307K -$1.88K -5 -0.6%
WBC
1975
West Branch Capital
Massachusetts
$307K – – –
77 78
79
80 81