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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 %
NIC
2201
Northwest Investment Counselors
Oregon
$45.1K – – –
BCM
2202
Bourgeon Capital Management
Connecticut
$43.6K +$6.02K +16 +16%
MAWCM
2203
Mine & Arao Wealth Creation & Management
California
$43.3K +$3.77K +10 +10%
SCA
2204
Stuart Chaussee & Associates
California
$42.9K – – –
PP
2205
PFS Partners
New Jersey
$39.6K -$8.68K -23 -18%
PFG
2206
Piershale Financial Group
Illinois
$38.6K +$375 +1 +1%
CWM
2207
CarsonAllaria Wealth Management
Illinois
$37.7K -$79.6K -211 -68%
EK
2208
Evensky & Katz
Florida
$37K +$37K +99 New
APC
2209
Aspire Private Capital
North Carolina
$36.5K – – –
KFS
2210
Kelly Financial Services
Massachusetts
$36.4K +$375 +1 +1%
TCPG
2211
Trivant Custom Portfolio Group
California
$36.1K +$36.1K +96 New
CWP
2212
Concord Wealth Partners
Virginia
$35.6K +$374 +1 +1%
CAM
2213
Costello Asset Management
Pennsylvania
$34.2K – – –
AWM
2214
Aberdeen Wealth Management
Illinois
$32K – – –
VCM
2215
Versant Capital Management
Arizona
$32K – – –
ZC
2216
Zeit Capital
Colorado
$30.1K – – –
EAM
2217
Eukles Asset Management
Ohio
$29.7K – – –
DWA
2218
Dougherty Wealth Advisers
Minnesota
$29K – – –
MIM
2219
MTM Investment Management
South Carolina
$28.2K +$13.5K +36 +92%
MIA
2220
Milestone Investment Advisors
Wisconsin
$27.5K -$752 -2 -3%
GCM
2221
Garland Capital Management
Washington
$27.1K – – –
HBW
2222
Hazlett, Burt & Watson
West Virginia
$24K – – –
FM
2223
Family Management
New York
$23.7K -$33.1K -88 -58%
PPWM
2224
PFG Private Wealth Management
Florida
$23.7K +$3.01K +8 +15%
AP
2225
Atwood & Palmer
Missouri
$22.6K – – –
87 88
89
90 91