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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 %
PEA
2026
Park Edge Advisors
Ohio
$273K – – –
CISOA
2027
Capital Investment Services of America
Wisconsin
$273K – – –
LWCFA
2028
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$271K -$209K -555 -43%
AA
2029
Ashford Advisors
New York
$271K – – –
RWM
2030
Revisor Wealth Management
Ohio
$271K +$271K +719 New
WIM
2031
Waycross Investment Management
Washington
$270K -$9.03K -24 -3%
SWP
2032
Semus Wealth Partners
Florida
$270K -$11.3K -30 -4%
SOAG
2033
Silver Oak Advisory Group
Oregon
$270K -$7.88K -21 -3%
LFG
2034
Lockerman Financial Group
California
$269K -$28.2K -75 -9%
SS
2035
Sound Stewardship
Kansas
$269K -$23.3K -62 -8%
C
2036
CEDRUS
Colorado
$267K +$32.4K +86 +14%
MCM
2037
Maple Capital Management
Vermont
$267K +$32.3K +86 +14%
BWA
2038
BDO Wealth Advisors
Florida
$266K +$162K +431 +156%
AFG
2039
ABLE Financial Group
Arizona
$266K +$266K +707 New
BA
2040
Ballew Advisors
Mississippi
$264K +$264K +657 New
TCM
2041
Telos Capital Management
California
$264K -$172K -458 -39%
VDI
2042
Vaughan David Investments
Illinois
$263K -$191K -508 -42%
MHR
2043
Matthew Hamilton Rosenberg
$262K +$153K +406 +140%
WCA
2044
Waypoint Capital Advisors
Minnesota
$261K +$376 +1 +0.1%
GBWM
2045
Granite Bay Wealth Management
New Hampshire
$260K +$260K +692 New
VFPW
2046
Vantage Financial Partners (Wisconsin)
Wisconsin
$259K +$24.8K +66 +11%
JC
2047
Jentner Corp
Ohio
$259K – – –
AIM
2048
Arcadia Investment Management
Michigan
$258K – – –
CBOR
2049
Community Bank of Raymore
Missouri
$258K – – –
FC
2050
FCA Corp
Texas
$257K +$257K +684 New
80 81
82
83 84