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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 %
VWM
2101
Valley Wealth Managers
New Jersey
$220K +$376 +1 +0.2%
LC
2102
Lincoln Capital
Nebraska
$220K +$6.03K +16 +3%
ASFA
2103
All Season Financial Advisors
Colorado
$220K +$220K +585 New
EB
2104
Eastern Bank
Massachusetts
$219K -$4.55M -12,112 -95%
HWA
2105
Heritage Wealth Advisors
Virginia
$218K – – –
WIM
2106
Westside Investment Management
California
$218K +$376 +1 +0.2%
DFA
2107
DHJJ Financial Advisors
Illinois
$218K +$218K +580 New
POIA
2108
Pin Oak Investment Advisors
Texas
$218K +$214K +571 +5,710%
KCM
2109
KRS Capital Management
Michigan
$217K +$217K +576 New
MAM
2110
Morse Asset Management
Connecticut
$216K – – –
SSW
2111
Stone Summit Wealth
Florida
$215K +$215K +573 New
RA
2112
Rodgers & Associates
Pennsylvania
$215K – – –
TAM
2113
Townsend Asset Management
North Carolina
$215K +$376 +1 +0.2%
EP
2114
Essential Planning
New Hampshire
$215K +$215K +570 New
OWA
2115
One Wealth Advisors
California
$214K – – –
VIP
2116
Vantage Investment Partners
Missouri
$213K +$213K +566 New
HWMG
2117
Hurlow Wealth Management Group
Indiana
$212K +$212K +563 New
FCM
2118
Family Capital Management
Michigan
$211K +$211K +561 New
GCP
2119
GSA Capital Partners
United Kingdom
$209K +$209K +555 New
HC
2120
Hamilton Capital
Ohio
$209K -$170K -453 -45%
FA
2121
Fagan Associates
New York
$208K -$48.2K -128 -19%
CSA
2122
Cottage Street Advisors
Massachusetts
$208K +$208K +553 New
HFS
2123
Howard Financial Services
Texas
$208K +$208K +553 New
CAM
2124
CPA Asset Management
Florida
$208K +$208K +552 New
MFS
2125
McNamara Financial Services
Massachusetts
$207K +$207K +551 New
83 84
85
86 87