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Vanguard S&P 500 ETF
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Overview Fund Activity

720 hedge funds and large institutions have $34.9B invested in Vanguard S&P 500 ETF in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 308 increasing their positions, 210 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+27
Holders Change %
+3.9%
% of All Funds
17.98%
Holding in Top 10
154
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.32%
% of All Funds
3.85%
New
67
Increased
308
Reduced
210
Closed
33
Calls
$33.7M
Puts
$36.1M
Net Calls
-$2.44M
Net Calls Change
-$9.56M

Top Buyers

1
RJA
Raymond James & Associates
Florida
$2.37B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.61B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.18B
4
Bank of America
Bank of America
North Carolina
$3.42B
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$174M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$0
2
CI
Clal Insurance
Israel
$731M
3
SS
Simplicity Solutions
Minnesota
$13.2M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$105M
5
DCM
Dupont Capital Management
Delaware
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
326
Evercore Wealth Management
New York
$3.26M -$110K -475 -3%
CIC
327
Carnegie Investment Counsel
Ohio
$3.22M +$546K +2,320 +20%
CFD
328
Creative Financial Designs
Indiana
$3.22M +$637K +2,761 +25%
PFM
329
Phillips Financial Management
Indiana
$3.17M -$43.4K -188 -1%
AIM
330
Anchor Investment Management
South Carolina
$3.16M +$3.01M +13,044 +1,967%
AA
331
Alesco Advisors
New York
$3.14M – – –
SWM
332
Stockman Wealth Management
Montana
$3.13M +$1.01M +4,369 +48%
RWA
333
Ropes Wealth Advisors
Massachusetts
$3.1M +$2.67M +11,565 +625%
LA
334
Legacy Advisors
Pennsylvania
$3.06M +$1.19M +5,167 +64%
CBU
335
CIBC Bank USA
Illinois
$2.99M -$6.92K -30 -0.2%
GG
336
Gofen & Glossberg
Illinois
$2.99M -$25.6K -111 -0.9%
First Manhattan
337
First Manhattan
New York
$2.99M +$1.77M +7,665 +145%
SG Americas Securities
338
SG Americas Securities
New York
$2.92M +$2.92M +12,641 New
UOTTAIMCU
339
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.87M -$288K -1,249 -9%
HIMCH
340
Hartford Investment Management Co (HIMCO)
Connecticut
$2.84M -$190K -825 -6%
DIA
341
Denver Investment Advisors
Colorado
$2.82M -$196K -848 -6%
CBB
342
Citizens Business Bank
California
$2.81M -$416K -1,804 -13%
HTI
343
Hikari Tsushin Inc
Japan
$2.81M +$2.81M +12,160 New
PAM
344
Panagora Asset Management
Massachusetts
$2.8M +$52.6K +228 +2%
PP
345
Patten & Patten
Tennessee
$2.79M +$7.85K +34 +0.3%
Victory Capital Management
346
Victory Capital Management
Texas
$2.77M – – –
HTC
347
Haverford Trust Company
Pennsylvania
$2.69M -$6K -26 -0.2%
ADL
348
Asset Dedication LLC
California
$2.6M – – –
WPP
349
Whalerock Point Partners
Rhode Island
$2.6M -$48.2K -209 -2%
SPC
350
Sigma Planning Corp
Michigan
$2.57M +$366K +1,588 +17%
12 13
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