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Vanguard S&P 500 ETF
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Overview Fund Activity

250 hedge funds and large institutions have $7.67B invested in Vanguard S&P 500 ETF in 2014 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 127 increasing their positions, 45 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
250
Holders Change
+27
Holders Change %
+12.11%
% of All Funds
7.19%
Holding in Top 10
33
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+13.79%
% of All Funds
0.95%
New
37
Increased
127
Reduced
45
Closed
10
Calls
$18.1M
Puts
$18.6M
Net Calls
-$531K
Net Calls Change
-$8.71M

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$695M
2
Bank of America
2
Bank of America
North Carolina
$321M
3
NMIFOAC
3
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$99.2M
4
MAA
4
Managed Account Advisors
New Jersey
$106M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$238M

Top Sellers

1
PPFA
1
Provida Pension Fund Administrator
Chile
$625M
2
Citigroup
2
Citigroup
New York
$366M
3
PFG
3
Pacific Financial Group
Washington
$5.79M
4
RMPT
4
Raytheon Master Pension Trust
Massachusetts
$0
5
Nomura Asset Management
5
Nomura Asset Management
Japan
$41.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
226
Focused Wealth Management
New York
$162K +$29.8K +166 +23%
QAM
227
QCI Asset Management
New York
$160K +$84.4K +469 +112%
1IC
228
1919 Investment Counsel
Maryland
$147K – – –
PTC
229
Private Trust Company
Ohio
$129K +$100K +560 +348%
BRWM
230
B. Riley Wealth Management
Tennessee
$102K +$66.2K +370 +185%
MFBTD
231
MB Financial Bank - Trust Department
Illinois
$90K +$90K +500 New
AA
232
Apriem Advisors
California
$83K +$1.43K +8 +2%
DSC
233
Duncker Streett & Co
Missouri
$72K +$40.5K +225 +129%
WA
234
WFG Advisors
Texas
$67K +$180 +1 +0.3%
DBT
235
Dubuque Bank & Trust
Iowa
$66K – – –
AC
236
Alexandria Capital
Virginia
$64K +$15.9K +89 +33%
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$44K +$32.3K +179 +275%
TWA
238
TCI Wealth Advisors
Arizona
$40K +$40K +222 New
FANJ
239
Financial Architects (New Jersey)
New Jersey
$36K +$36K +200 New
WRM
240
Westport Resources Management
Connecticut
$36K +$36K +202 New
BRWA
241
B. Riley Wealth Advisors
Florida
$33.7K +$33.7K +188 New
TF
242
Tompkins Financial
New York
$27K – – –
MPWT
243
MassMutual Private Wealth & Trust
Connecticut
$21.7K +$21.7K +121 New
BFEC
244
Benjamin F. Edwards & Company
Missouri
$21K +$1.64K +9 +8%
LWCFA
245
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K – – –
IPC
246
Independent Portfolio Consultants
Florida
$20K +$20K +110 New
PAS
247
Partnervest Advisory Services
California
$19K – – –
JWA
248
JFS Wealth Advisors
Pennsylvania
$18K +$18K +100 New
TIM
249
Tortoise Investment Management
New York
$8K +$8K +44 New
WEC
250
Winslow Evans & Crocker
Massachusetts
$7.18K -$21.9K -122 -75%
7 8 9
10
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