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Vanguard S&P 500 ETF
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Overview Fund Activity

339 hedge funds and large institutions have $10.5B invested in Vanguard S&P 500 ETF in 2014 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 158 increasing their positions, 54 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
339
Holders Change
+68
Holders Change %
+25.09%
% of All Funds
9.05%
Holding in Top 10
54
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+20%
% of All Funds
1.44%
New
88
Increased
158
Reduced
54
Closed
16
Calls
$46.3M
Puts
$49.1M
Net Calls
-$2.84M
Net Calls Change
+$7.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$544M
2
Citigroup
Citigroup
New York
$533M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$110M
4
Vanguard Group
Vanguard Group
Pennsylvania
$498M
5
Morgan Stanley
Morgan Stanley
New York
$334M

Top Sellers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$0
2
PPFA
Provida Pension Fund Administrator
Chile
$659M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$0
4
Nomura Asset Management
Nomura Asset Management
Japan
$34.1M
5
JC
JBF Capital
Colorado
$275M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
226
Modera Wealth Management
New Jersey
$720K +$144K +766 +25%
AWS
227
Aris Wealth Services
Pennsylvania
$710K – – –
ICAS
228
Investors Capital Advisory Services
Massachusetts
$670K +$24.1K +128 +4%
AUB
229
Atlantic Union Bankshares
Virginia
$666K -$78.2K -415 -11%
ICOA
230
Investment Centers of America
North Dakota
$660K +$2.64K +14 +0.4%
SC
231
Scotia Capital
Ontario, Canada
$653K -$209K -1,110 -24%
AC
232
Alexandria Capital
Virginia
$639K +$417K +2,214 +188%
BHTS
233
Bar Harbor Trust Services
Maine
$637K +$1.13K +6 +0.2%
NIM
234
Northeast Investment Management
Massachusetts
$637K +$124K +660 +24%
AFG
235
American Financial Group
Ohio
$636K +$111K +590 +21%
TAM
236
Tocqueville Asset Management
New York
$626K +$626K +3,325 New
RGI
237
River Global Investors
United Kingdom
$619K +$619K +3,289 New
AF
238
Affiance Financial
Minnesota
$611K +$611K +3,242 New
SFPM
239
Sensible Financial Planning & Management
Massachusetts
$594K +$594K +3,151 New
MHS
240
M Holdings Securities
Oregon
$571K +$71.2K +378 +14%
CG
241
Colony Group
Massachusetts
$570K +$1.32K +7 +0.2%
LIA
242
LBMC Investment Advisors
Tennessee
$567K – – –
CG
243
Caprock Group
Idaho
$565K +$565K +3,000 New
CIC
244
Carnegie Investment Counsel
Ohio
$555K +$343K +1,815 +161%
WA
245
Wealth Architects
California
$546K +$546K +2,900 New
1GA
246
1st Global Advisors
Texas
$527K +$527K +2,797 New
GXMC
247
Global X Management Company
New York
$510K +$510K +2,704 New
LNWWM
248
Laird Norton Wetherby Wealth Management
California
$509K +$151K +800 +42%
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
$504K +$458K +2,433 +997%
US Bancorp
250
US Bancorp
Minnesota
$474K +$61.1K +324 +15%
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