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Vanguard S&P 500 ETF
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Overview Fund Activity

396 hedge funds and large institutions have $12B invested in Vanguard S&P 500 ETF in 2015 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 166 increasing their positions, 96 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
396
Holders Change
+34
Holders Change %
+9.39%
% of All Funds
10.68%
Holding in Top 10
66
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+24.53%
% of All Funds
1.78%
New
58
Increased
166
Reduced
96
Closed
18
Calls
$29.3M
Puts
$44.9M
Net Calls
-$15.6M
Net Calls Change
+$1.03M

Top Buyers

1
HCC
Hirtle Callaghan & Co
Pennsylvania
$136M
2
NLI
Nippon Life Insurance
Japan
$288M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$114M
4
Morgan Stanley
Morgan Stanley
New York
$445M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$456M

Top Sellers

1
PPFA
Provida Pension Fund Administrator
Chile
$250M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$404M
3
Citigroup
Citigroup
New York
$501M
4
Bessemer Group
Bessemer Group
New Jersey
$99.7M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$719K +$233K +1,235 +48%
LNWWM
252
Laird Norton Wetherby Wealth Management
California
$718K +$208K +1,100 +41%
AWS
253
Aris Wealth Services
Pennsylvania
$710K -$944 -5 -0.1%
Chevy Chase Trust
254
Chevy Chase Trust
Maryland
$677K +$72.5K +384 +12%
VNIM
255
Vaughan Nelson Investment Management
Texas
$669K -$612K -3,239 -48%
SPC
256
Sigma Planning Corp
Michigan
$659K +$22.5K +119 +4%
RDM
257
Retirement Design & Management
Connecticut
$643K – – –
AFG
258
American Financial Group
Ohio
$637K – – –
FNT
259
First National Trust
Pennsylvania
$635K +$635K +3,365 New
FANJ
260
Financial Architects (New Jersey)
New Jersey
$632K +$2.65K +14 +0.4%
TAM
261
Tocqueville Asset Management
New York
$628K – – –
BHTS
262
Bar Harbor Trust Services
Maine
$622K +$30.2K +160 +5%
F
263
FutureAdvisor
California
$611K -$247K -1,296 -29%
Barclays
264
Barclays
United Kingdom
$597K -$33.4K -177 -5%
BRWA
265
B. Riley Wealth Advisors
Florida
$573K +$15.1K +80 +3%
CG
266
Colony Group
Massachusetts
$561K -$19.2K -102 -3%
PAI
267
Pittenger & Anderson Inc
Nebraska
$559K +$76.5K +405 +16%
AL
268
Aspiriant LLC
California
$558K +$558K +2,956 New
GW
269
GW & Wade
Massachusetts
$541K -$2.03M -10,741 -79%
LIA
270
LBMC Investment Advisors
Tennessee
$540K +$2.46K +13 +0.5%
FIM
271
Freedom Investment Management
Connecticut
$540K +$540K +2,859 New
MWM
272
Modera Wealth Management
New Jersey
$536K +$31.2K +165 +6%
NPC
273
National Planning Corporation
California
$530K +$33.7K +176 +7%
VKH
274
Virtu KCG Holdings
New York
$524K +$264K +1,399 +102%
PFA
275
Paradigm Financial Advisors
Missouri
$512K -$33.2K -176 -6%
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