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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 %
AT
2001
Avalon Trust
New Mexico
$288K +$288K +765 New
PCH
2002
PGIM Custom Harvest
New Jersey
$286K – – –
SAM
2003
Strategy Asset Managers
California
$286K +$376 +1 +0.1%
FM
2004
Foster & Motley
Ohio
$286K +$24.1K +64 +9%
SWMG
2005
Signature Wealth Management Group
Georgia
$286K – – –
EWM
2006
Elmwood Wealth Management
California
$285K +$285K +757 New
MLFP
2007
MPS Loria Financial Planners
Illinois
$284K +$44K +117 +18%
SC
2008
Sinecera Capital
Texas
$283K +$1.13K +3 +0.4%
EL
2009
EMFO LLC
Florida
$282K – – –
PWM
2010
PRW Wealth Management
Massachusetts
$282K +$282K +737 New
CIS
2011
Connors Investor Services
Pennsylvania
$281K – – –
VC
2012
Vestor Capital
Illinois
$281K – – –
TCM
2013
Triumph Capital Management
Colorado
$281K -$1.04M -2,764 -79%
PAM
2014
Pegasus Asset Management
New York
$281K – – –
HWA
2015
Heartwood Wealth Advisors
Virginia
$281K -$490K -1,304 -64%
TCM
2016
Tandem Capital Management
New Jersey
$280K -$1.88K -5 -0.7%
AAM
2017
Aureus Asset Management
Massachusetts
$280K -$35.4K -94 -11%
MCIA
2018
Mountain Capital Investment Advisors
Colorado
$280K +$53.6K +141 +24%
GAM
2019
Grandview Asset Management
Pennsylvania
$278K +$1.13K +3 +0.4%
FW
2020
FirstPurpose Wealth
Utah
$277K -$27.4K -73 -9%
EAM
2021
Empirical Asset Management
Massachusetts
$276K -$17.3K -46 -6%
HWA
2022
HCR Wealth Advisors
California
$275K +$22.9K +61 +9%
CWM
2023
Cranbrook Wealth Management
Michigan
$275K – – –
HG
2024
Harbor Group
New Hampshire
$274K +$274K +729 New
WI
2025
WBI Investments
New Jersey
$274K +$274K +729 New
79 80
81
82 83