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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 %
LWCFA
326
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K – – –
JWA
327
JFS Wealth Advisors
Pennsylvania
$19K – – –
RC
328
RegentAtlantic Capital
New Jersey
$18.8K +$18.8K +100 New
Manulife (Manufacturers Life Insurance)
329
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.4K +$18K +95,429 +4,253%
MPWT
330
MassMutual Private Wealth & Trust
Connecticut
$17.3K -$2.07K -11 -11%
TFA
331
Transamerica Financial Advisors
Florida
$16K -$3.47K -18 -18%
HF
332
Hoxton Financial
West Virginia
$11K +$11K +59 New
ASN
333
Advisory Services Network
Georgia
$10K +$10K +54 New
WA
334
Winfield Associates
Ohio
$9K +$9K +50 New
RMAM
335
Raab & Moskowitz Asset Management
New Jersey
$9K +$9K +50 New
TIM
336
Tortoise Investment Management
New York
$8K – – –
IF
337
Ironwood Financial
Arizona
$6K +$6K +33 New
BRWA
338
B. Riley Wealth Advisors
Florida
$5.77K +$5.77K +5,145 New
ARMC
339
American Research & Management Company
Massachusetts
$3K – – –
CAM
340
Concorde Asset Management
Michigan
$2K +$2K +11,053 New
CHP
341
Cable Hill Partners
Oregon
$1K +$1K +5 New
Cambridge Investment Research Advisors
342
Cambridge Investment Research Advisors
Iowa
– -$101M -556,997 Closed
Envestnet Asset Management
343
Envestnet Asset Management
Illinois
– -$45M -249,420 Closed
AA
344
ALPS Advisors
Colorado
– -$23.8M -131,747 Closed
SG Americas Securities
345
SG Americas Securities
New York
– -$1.67M -9,232 Closed
MIS
346
Morningstar Investment Services
Illinois
– -$1.16M -6,442 Closed
GIM
347
Greylin Investment Management
Virginia
– -$768K -4,218 Closed
VanEck Associates
348
VanEck Associates
New York
– -$676K -3,745 Closed
CBU
349
CIBC Bank USA
Illinois
– -$406K -2,246 Closed
ONB
350
Old National Bancorp
Indiana
– -$361K -2,000 Closed
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