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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 %
GA
251
Geneva Advisors
Illinois
$471K – – –
CSIA
252
Charles Schwab Investment Advisory
California
$465K +$465K +2,469 New
CPO
253
Cerity Partners OCIO
New York
$461K +$276K +1,807 +149%
OIA
254
Optimum Investment Advisors
Illinois
$460K – – –
STIA
255
Stone Toro Investment Advisers
New Jersey
$436K – – –
FNBOO
256
First National Bank of Omaha
Nebraska
$435K +$10.4K +55 +2%
NFG
257
Nadler Financial Group
Illinois
$430K +$55.2K +293 +15%
SFSG
258
Stearns Financial Services Group
North Carolina
$418K +$2.26K +12 +0.5%
GIA
259
Guyasuta Investment Advisors
Pennsylvania
$414K – – –
FAB
260
First American Bank
Illinois
$393K -$21.7K -115 -5%
CTB
261
Country Trust Bank
Illinois
$388K +$388K +2,060 New
GLRA
262
Gerald L. Ray & Associates
Texas
$385K – – –
PFA
263
Paradigm Financial Advisors
Missouri
$378K +$98.5K +523 +35%
F
264
FutureAdvisor
California
$376K +$376K +1,994 New
GW
265
GW & Wade
Massachusetts
$371K +$371K +1,970 New
MA
266
Montag & Associates
Georgia
$367K – – –
PFS
267
Prospera Financial Services
Texas
$363K – – –
WT
268
Whittier Trust
California
$351K – – –
WA
269
WBH Advisory
Maryland
$350K +$1.88K +10 +0.5%
RFS
270
Rockefeller Financial Services
New York
$344K – – –
BMM
271
Buffington Mohr McNeal
Idaho
$343K +$10.6K +56 +3%
NGA
272
Naples Global Advisors
Florida
$337K +$337K +1,790 New
AIM
273
Allen Investment Management
New York
$336K – – –
GWM
274
Greenwich Wealth Management
Connecticut
$336K +$336K +1,786 New
BBA
275
BLB&B Advisors
Pennsylvania
$332K – – –
9 10
11
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