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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 %
DP
1976
Dearborn Partners
Illinois
$306K +$6.02K +16 +2%
PCM
1977
Pennsylvania Capital Management
Pennsylvania
$305K – – –
S
1978
SimplyRich
California
$304K – – –
CA
1979
Cresta Advisors
Texas
$303K -$332K -883 -52%
LNWTC
1980
Laird Norton Wetherby Trust Company
Washington
$303K -$10.9K -29 -3%
HIC
1981
Holderness Investments Company
North Carolina
$302K +$18K +48 +6%
FCA
1982
FLC Capital Advisors
California
$302K – – –
LOIP
1983
Live Oak Investment Partners
Texas
$302K -$300K – –
SFI
1984
SPC Financial Inc
Maryland
$301K +$301K +801 New
MKC
1985
M. Kraus & Co
Vermont
$301K -$9.4K -25 -3%
WMR
1986
Wealth Management Resources
Rhode Island
$300K -$461K -1,225 -61%
KWMG
1987
King Wealth Management Group
Florida
$300K +$82.3K +219 +38%
BF
1988
Brogan Financial
Tennessee
$300K +$376 +1 +0.1%
CSIA
1989
Carl Stuart Investment Advisor
Texas
$298K -$21K -3,830 -7%
SPI
1990
Santori & Peters Inc
Pennsylvania
$298K +$752 +2 +0.3%
HR
1991
Howe & Rusling
New York
$294K -$14.3K -38 -5%
LWA
1992
LWS Wealth Advisors
New Jersey
$293K – – –
MAWA
1993
Moss Adams Wealth Advisors
Washington
$292K +$205K +545 +235%
ACM
1994
Advance Capital Management
Michigan
$292K +$4.14K +11 +1%
WKSWA
1995
White Knight Strategic Wealth Advisors
New Jersey
$290K – – –
PWP
1996
Pursue Wealth Partners
California
$290K +$290K +770 New
FPGT
1997
Financial Partners Group (Tennessee)
Tennessee
$289K +$6.77K +18 +2%
SIMG
1998
Sonora Investment Management Group
Arizona
$288K -$1.11M -2,946 -79%
NCM
1999
Neumann Capital Management
California
$288K – – –
NG
2000
NatWest Group
United Kingdom
$288K -$273K -727 -49%
78 79
80
81 82