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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 %
OPWM
2126
Oxinas Partners Wealth Management
Indiana
$207K +$207K +550 New
ASC
2127
Atalanta Sosnoff Capital
New York
$205K +$205K +545 New
HW
2128
Hedeker Wealth
Illinois
$205K +$205K +545 New
SC
2129
Stolper & Co
Oklahoma
$203K -$49.2K -131 -20%
PWS
2130
Paragon Wealth Strategies
Florida
$203K +$56K +149 +38%
KL
2131
KWMG LLC
Kansas
$202K -$45.9K -122 -19%
QPBE
2132
Quintet Private Bank (Europe)
Luxembourg
$201K +$201K +535 New
BFA
2133
Bragg Financial Advisors
North Carolina
$201K +$201K +535 New
PCA
2134
Private Capital Advisors
Connecticut
$201K +$201K +535 New
DACG
2135
Donor Advised Charitable Giving
California
$200K +$200K +533 New
PA
2136
Planning Alternatives
Michigan
$200K +$200K +532 New
IIL
2137
Insight Inv LLC
California
$194K – – –
PFA
2138
Pathway Financial Advisers
Indiana
$193K +$67K +178 +53%
NFSG
2139
Newbridge Financial Services Group
Florida
$185K +$1.88K +5 +1%
NC
2140
NinePointTwo Capital
California
$184K +$184K +490 New
PP
2141
Pacifica Partners
Canada
$182K – – –
PCA
2142
Providence Capital Advisors
North Carolina
$175K +$47.5K +126 +37%
BAM
2143
Baldrige Asset Management
Pennsylvania
$158K – – –
BCV
2144
Banque Cantonale Vaudoise
Switzerland
$155K +$6.79K +18 +5%
WC
2145
Westwind Capital
New Mexico
$153K -$97.4K -259 -39%
OCM
2146
Orion Capital Management
California
$151K – – –
WFA
2147
Wells Financial Advisors
Massachusetts
$150K – – –
GPI
2148
General Partner Inc
Pennsylvania
$150K +$150K +400 New
HFS
2149
Hantz Financial Services
Michigan
$146K – – –
BWP
2150
Baldwin Wealth Partners
Massachusetts
$143K +$7.52K +20 +6%
84 85
86
87 88