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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 %
CIBC World Market
276
CIBC World Market
Ontario, Canada
$329K -$33.6K -178 -9%
FWSM
277
First Wilshire Securities Management
California
$317K +$317K +1,680 New
CIC
278
Cornercap Investment Counsel
Georgia
$315K – – –
MCM
279
Maryland Capital Management
Maryland
$313K +$21.7K +115 +7%
WSCM
280
Wellington Shields Capital Management
New York
$295K +$295K +1,565 New
AW
281
ACG Wealth
Georgia
$288K -$33.6K -178 -10%
EHC
282
Everett Harris & Co
California
$283K – – –
DSAM
283
Dock Street Asset Management
Florida
$283K +$283K +1,500 New
AIIMS
284
Analyst IMS Investment Management Services
Israel
$281K +$281K +1,490 New
LA
285
LVW Advisors
New York
$274K +$274K +1,453 New
DY
286
Dowling & Yahnke
California
$269K – – –
SPC
287
Sigma Planning Corp
Michigan
$262K +$262K +1,389 New
QAM
288
QCI Asset Management
New York
$258K +$68.8K +365 +36%
BCM
289
Beck Capital Management
Texas
$254K +$254K +1,347 New
Mariner
290
Mariner
Kansas
$252K +$252K +1,335 New
NES
291
New England Securities
New York
$245K +$25.1K +133 +11%
DFIM
292
Detwiler Fenton Investment Management
Massachusetts
$245K +$245K +1,300 New
FTIOP
293
Fiduciary Trust International of Pennsylvania
Pennsylvania
$242K -$942 -5 -0.4%
HIMCH
294
Hartford Investment Management Co (HIMCO)
Connecticut
$238K -$261K -1,385 -52%
SWA
295
SFMG Wealth Advisors
Texas
$238K – – –
OWD
296
Osborn Williams & Donohoe
Ohio
$230K +$230K +1,222 New
CC
297
Cognios Capital
Kansas
$228K – – –
FWM
298
Focused Wealth Management
New York
$223K +$53.2K +283 +31%
DMC
299
Drexel Morgan & Co
Pennsylvania
$220K +$220K +1,170 New
MCM
300
McRae Capital Management
New Jersey
$217K – – –
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12
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