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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 %
WCMN
2151
Westchester Capital Management (Nebraska)
Nebraska
$142K +$14.3K +38 +11%
TLA
2152
Tanglewood Legacy Advisors
Texas
$139K – – –
RFA
2153
Register Financial Advisors
Georgia
$133K -$28.6K -76 -18%
RP
2154
Rowlandmiller & Partners
Georgia
$131K +$1.13K +3 +0.9%
TF
2155
TimeScale Financial
Massachusetts
$128K -$18K -48 -12%
GIS
2156
Grayhawk Investment Strategies
Alberta, Canada
$127K – – –
CIA
2157
Cape Investment Advisory
Georgia
$126K +$126K +336 New
CSC
2158
Caldwell Sutter Capital
California
$121K +$108K +287 +820%
IWMA
2159
Ironwood Wealth Management (Arizona)
Arizona
$119K -$19.6K -52 -14%
CAL
2160
Capital Advisors Ltd
Ohio
$117K – – –
GC
2161
Garde Capital
Washington
$116K -$7.91K -21 -6%
DAM
2162
Delta Asset Management
Tennessee
$115K +$113K +300 +6,000%
AWM
2163
Atticus Wealth Management
Florida
$114K +$7.9K +21 +7%
SFC
2164
SYM Financial Corp
Indiana
$111K -$232K -618 -68%
ME
2165
McIlrath & Eck
Washington
$109K – – –
SFCL
2166
Strengthening Families & Communities LLC
Massachusetts
$108K -$2.29K -340 -2%
AWM
2167
Ameliora Wealth Management
Switzerland
$108K -$156K -420 -59%
JHCP
2168
Jackson Hole Capital Partners
Oklahoma
$106K – – –
SWG
2169
Summit Wealth Group
Vermont
$105K +$105K +39,372,263 New
RFA
2170
Resurgent Financial Advisors
Georgia
$105K -$35.7K -95 -25%
OIA
2171
Optimum Investment Advisors
Illinois
$95.1K +$18.1K +48 +23%
EA
2172
Evolution Advisers
Virginia
$95K – – –
BAM
2173
Byrne Asset Management
New Jersey
$92K +$58.2K +155 +172%
CCP
2174
Carmel Capital Partners
California
$88.4K +$88.4K +235 New
PIA
2175
Powell Investment Advisors
Florida
$86.7K +$86.7K +230 New
85 86
87
88 89