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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 %
MFBTD
251
MB Financial Bank - Trust Department
Illinois
$180K +$90K +500 +100%
CCS
252
Crosspoint Capital Strategies
California
$174K – – –
FWM
253
Focused Wealth Management
New York
$163K +$361 +2 +0.2%
SCA
254
Strategic Capital Alternatives
United States
$121K +$121K +668 New
WA
255
WFG Advisors
Texas
$102K +$34.5K +191 +51%
WRM
256
Westport Resources Management
Connecticut
$92K +$55.4K +306 +151%
WEC
257
Winslow Evans & Crocker
Massachusetts
$81.3K +$74K +410 +1,025%
DSC
258
Duncker Streett & Co
Missouri
$72K – – –
DBT
259
Dubuque Bank & Trust
Iowa
$66K – – –
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$44K – – –
FANJ
261
Financial Architects (New Jersey)
New Jersey
$36K – – –
WCMN
262
Westchester Capital Management (Nebraska)
Nebraska
$36K +$36K +201 New
TWA
263
TCI Wealth Advisors
Arizona
$35K -$5.05K -28 -13%
TF
264
Tompkins Financial
New York
$27K – – –
BFEC
265
Benjamin F. Edwards & Company
Missouri
$21K +$706 +4 +3%
LWCFA
266
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K – – –
IPC
267
Independent Portfolio Consultants
Florida
$20K – – –
TFA
268
Transamerica Financial Advisors
Florida
$19K -$4.82M -25,614 -100%
MPWT
269
MassMutual Private Wealth & Trust
Connecticut
$18.6K -$3.25K -18 -15%
JWA
270
JFS Wealth Advisors
Pennsylvania
$18K – – –
TIM
271
Tortoise Investment Management
New York
$8K – – –
ARMC
272
American Research & Management Company
Massachusetts
$3K – – –
Manulife (Manufacturers Life Insurance)
273
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$405 +$147 +816 +57%
AWA
274
AmeriServ Wealth Advisors
Pennsylvania
– -$19.6M -109,167 Closed
SIM
275
Sigma Investment Management
Oregon
– -$10.2M -56,790 Closed
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