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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 %
FCT
2176
First Community Trust
Iowa
$85K -$2.2M -5,862 -96%
WAM
2177
WFA Asset Management
Wisconsin
$82.3K +$376 +1 +0.5%
GFWA
2178
Grey Fox Wealth Advisors
Delaware
$78.9K -$378K -1,006 -83%
TC
2179
Trust Company
Kansas
$78.2K – – –
CB
2180
Centennial Bank
Arkansas
$75.2K -$4.51K -12 -6%
CIA
2181
Cascade Investment Advisors
Oregon
$75.2K +$75.2K +200 New
AWM
2182
AllSquare Wealth Management
New York
$73.3K +$4.51K +12 +7%
RG
2183
Retirement Group
California
$72K – – –
IWP
2184
IAG Wealth Partners
Wisconsin
$67.7K -$62.8K -167 -48%
LFA
2185
Legend Financial Advisors
Pennsylvania
$67.7K – – –
JGCM
2186
Joseph Group Capital Management
Ohio
$67.3K -$144K -382 -68%
IA
2187
IFS Advisors
Kansas
$66.2K – – –
AC
2188
AlphaCore Capital
California
$65.8K – – –
AIP
2189
Ahrens Investment Partners
Louisiana
$65.1K +$65.1K +173 New
HWM
2190
Horizons Wealth Management
North Carolina
$62.1K -$2.26K -6 -4%
GAG
2191
Goodman Advisory Group
Massachusetts
$59.8K – – –
CB
2192
CNB Bank
Pennsylvania
$58.7K -$14.7K -39 -20%
FWA
2193
FSC Wealth Advisors
New York
$57.9K -$1.13K -3 -2%
APW
2194
Acima Private Wealth
Virginia
$56.4K – – –
WSC
2195
Wellington Shields & Co
New York
$54.9K – – –
OC
2196
Oakworth Capital
Alabama
$54.2K – – –
CI
2197
Cordant Inc
Oregon
$51K +$2.25K +6 +5%
EFMH
2198
E Fund Management (HK)
Hong Kong
$50K +$50K +132 New
BAM
2199
Bellevue Asset Management
Washington
$47K – – –
PC
2200
Pecaut & Co
Iowa
$45.5K +$27.1K +72 +147%
86 87
88
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