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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 %
CCA
2051
Conservest Capital Advisors
Pennsylvania
$257K – – –
MG
2052
MilWealth Group
Wisconsin
$255K – – –
CC
2053
Capital Counsel
New York
$254K -$197K -525 -44%
HFS
2054
Heritage Financial Services
Massachusetts
$253K -$361K -961 -59%
MF
2055
Meridian Financial
Massachusetts
$249K +$249K +662 New
CWA
2056
Cornerstone Wealth Advisors
Minnesota
$247K – – –
PWM
2057
Palumbo Wealth Management
New York
$245K +$376 +1 +0.2%
MAM
2058
MMA Asset Management
Pennsylvania
$241K +$4.14K +11 +2%
ACA
2059
Affinity Capital Advisors
California
$241K +$752 +2 +0.3%
EWA
2060
EP Wealth Advisors
California
$240K -$4.73M -25,400 -95%
JE
2061
JMAC Enterprises
Pennsylvania
$240K +$240K +637 New
IWM
2062
Integris Wealth Management
California
$239K -$6.02K -16 -2%
ICP
2063
Ironvine Capital Partners
Nebraska
$239K – – –
MLA
2064
My Legacy Advisors
Oregon
$237K – – –
EDRH
2065
Edmond de Rothschild Holding
Switzerland
$237K -$1.56M -4,160 -87%
TCA
2066
Trifecta Capital Advisors
Illinois
$236K – – –
PAWA
2067
Palo Alto Wealth Advisors
California
$236K – – –
LWAM
2068
Legacy Wealth Asset Management
Minnesota
$235K – – –
RBFC
2069
Roman Butler Fullerton & Co
Missouri
$234K +$234K +626 New
DFG
2070
Delta Financial Group
New Jersey
$233K -$6.02K -16 -3%
LJAC
2071
L.J. Altfest & Co
New York
$231K -$18.4K -49 -7%
KFP
2072
KMG Fiduciary Partners
Ohio
$230K +$1.5K +4 +0.7%
PSB
2073
Piscataqua Savings Bank
New Hampshire
$230K – – –
TFP
2074
Triune Financial Partners
Kansas
$229K +$229K +610 New
MWP
2075
MYCIO Wealth Partners
Pennsylvania
$229K +$753 +2 +0.3%
81 82
83
84 85