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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 %
GFA
2076
Gallagher Fiduciary Advisors
Illinois
$229K +$229K +608 New
SWM
2077
Silverlake Wealth Management
Vermont
$228K +$376 +1 +0.2%
KOCAA
2078
Knights of Columbus Asset Advisors
Connecticut
$228K +$78.6K +209 +53%
SG
2079
Stonnington Group
California
$228K +$228K +601 New
JWM
2080
Jessup Wealth Management
Ohio
$228K +$9.77K +26 +4%
MYIA
2081
Mount Yale Investment Advisors
Colorado
$228K +$228K +605 New
MCM
2082
Mendel Capital Management
Arkansas
$227K +$227K +604 New
CFO
2083
Colony Family Offices
North Carolina
$227K -$626K -1,665 -73%
ACG
2084
Allen Capital Group
Nebraska
$226K -$1.97M -5,248 -90%
SIC
2085
Sterling Investment Counsel
New York
$225K +$225K +598 New
TVAMP
2086
Tennessee Valley Asset Management Partners
Tennessee
$225K -$10.1K -27 -4%
BWL
2087
Beacon Wealthcare LLC
North Carolina
$225K – – –
SLWA
2088
San Luis Wealth Advisors
California
$224K +$224K +595 New
LI
2089
Lafayette Investments
Maryland
$224K -$46.3K -123 -17%
WAM
2090
Weatherly Asset Management
California
$224K – – –
AWMG
2091
Alliance Wealth Management Group
New Jersey
$223K +$753 +2 +0.3%
TCM
2092
Towercrest Capital Management
Pennsylvania
$223K +$753 +2 +0.3%
MIAS
2093
Mason Investment Advisory Services
Virginia
$223K +$223K +593 New
MPM
2094
Meritage Portfolio Management
Kansas
$223K +$7.13K +19 +3%
RW
2095
RVW Wealth
California
$223K -$60.6K -161 -21%
AJ
2096
Ashburton (Jersey)
Jersey
$222K -$222K -589 -50%
AP
2097
Appleton Partners
Massachusetts
$221K +$4.13K +11 +2%
DTC
2098
Davidson Trust Company
Washington
$221K -$1.5K -4 -0.7%
AHC
2099
Anderson Hoagland & Co
Missouri
$221K -$51.5K -137 -19%
TAM
2100
Tucker Asset Management
Colorado
$220K -$19.6K -52 -8%
82 83
84
85 86