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Vanguard S&P 500 ETF
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Overview Fund Activity

271 hedge funds and large institutions have $8.55B invested in Vanguard S&P 500 ETF in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 140 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+21
Holders Change %
+8.4%
% of All Funds
7.87%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
1.31%
New
43
Increased
140
Reduced
47
Closed
20
Calls
$20.6M
Puts
$31M
Net Calls
-$10.4M
Net Calls Change
-$9.91M

Top Buyers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$456M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$101M
3
PPFA
3
Provida Pension Fund Administrator
Chile
$710M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$93.4M
5
NLI
5
Nippon Life Insurance
Japan
$92.6M

Top Sellers

1
AUIM
1
Aegon USA Investment Management
Iowa
$1.02B
2
Goldman Sachs
2
Goldman Sachs
New York
$301M
3
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$45M
5
WCM
5
Weatherstone Capital Management
Colorado
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FSC
226
Fiduciary Services Corp
Georgia
$315K +$315K +1,747 New
AW
227
ACG Wealth
Georgia
$308K +$97.1K +537 +46%
CIC
228
Cornercap Investment Counsel
Georgia
$302K +$302K +1,672 New
EAM
229
Evanson Asset Management
California
$296K +$542 +3 +0.2%
BCA
230
Bernzott Capital Advisors
California
$294K +$294K +1,630 New
NAMP
231
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$292K +$65.1K +360 +29%
MCM
232
Maryland Capital Management
Maryland
$279K – – –
BP
233
Ballentine Partners
Massachusetts
$272K +$272K +1,504 New
EHC
234
Everett Harris & Co
California
$271K – – –
PFA
235
Paradigm Financial Advisors
Missouri
$268K +$361 +2 +0.1%
DY
236
Dowling & Yahnke
California
$258K – – –
FTIOP
237
Fiduciary Trust International of Pennsylvania
Pennsylvania
$233K +$233K +1,290 New
GAM
238
Gould Asset Management
California
$229K – – –
SWA
239
SFMG Wealth Advisors
Texas
$228K – – –
CPO
240
Cerity Partners OCIO
New York
$219K +$219K +1,210 New
CC
241
Cognios Capital
Kansas
$218K – – –
CC
242
Capital Counsel
New York
$217K – – –
AC
243
Alexandria Capital
Virginia
$213K +$148K +820 +229%
NES
244
New England Securities
New York
$211K -$85.2K -471 -29%
TDC
245
Thompson Davis & Co
Virginia
$211K +$211K +1,169 New
MCM
246
McRae Capital Management
New Jersey
$208K – – –
CIC
247
Carnegie Investment Counsel
Ohio
$203K +$203K +1,125 New
DOA
248
D'Orazio & Associates
Virginia
$199K +$905 +5 +0.5%
TFCP
249
Twin Focus Capital Partners
Massachusetts
$183K +$183K +1,012 New
QAM
250
QCI Asset Management
New York
$181K +$20.7K +115 +13%
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