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Vanguard S&P 500 ETF
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Overview Fund Activity

1,071 hedge funds and large institutions have $40.6B invested in Vanguard S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 446 increasing their positions, 254 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+129
Holders Change %
+13.69%
% of All Funds
23.9%
Holding in Top 10
215
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+18.13%
% of All Funds
4.8%
New
205
Increased
446
Reduced
254
Closed
67
Calls
$37.2M
Puts
$30.3M
Net Calls
+$6.91M
Net Calls Change
+$23.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$229M
2
CSIA
Charles Schwab Investment Advisory
California
+$179M
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$139M
5
MB
Mizuho Bank
Japan
+$138M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.28B
2
CWM
Cornerstone Wealth Management
Missouri
-$353M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$297M
4
SS
Simplicity Solutions
Minnesota
-$244M
5
Goldman Sachs
Goldman Sachs
New York
-$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
351
Lake Street Advisors Group
New Hampshire
$4.77M -$63.9K -278 -1%
AFS
352
Access Financial Services
Minnesota
$4.74M +$4.74M +20,613 New
SGCA
353
Steel Grove Capital Advisors
Tennessee
$4.74M -$2.2M -9,575 -32%
PWPCM
354
Perella Weinberg Partners Capital Management
New York
$4.73M +$4.73M +20,574 New
FWM
355
Frontier Wealth Management
Missouri
$4.66M +$4.66M +20,267 New
FFA
356
First Foundation Advisors
California
$4.65M – – –
CBB
357
Citizens Business Bank
California
$4.62M +$586K +2,552 +15%
HTI
358
Hikari Tsushin Inc
Japan
$4.55M +$1.76M +7,645 +63%
JG
359
Jefferies Group
New York
$4.49M +$1.51M +6,575 +51%
C
360
Clearshares
New York
$4.47M – – –
BCA
361
Biltmore Capital Advisors
New Jersey
$4.47M +$4.47M +19,294 New
ZF
362
Zhang Financial
Michigan
$4.46M +$98.6K +429 +2%
GG
363
Gofen & Glossberg
Illinois
$4.42M +$38.8K +169 +0.9%
FPCP
364
Fort Point Capital Partners
California
$4.42M -$758K -3,297 -15%
AIA
365
Alera Investment Advisors
Illinois
$4.41M +$4.41M +19,206 New
DDC
366
DF Dent & Co
Maryland
$4.39M – – –
EWA
367
Evolution Wealth Advisors
Florida
$4.38M +$4.38M +19,040 New
CCM
368
Chilton Capital Management
Texas
$4.36M +$3.94M +17,126 +930%
HA
369
Harfst & Associates
Wyoming
$4.36M -$10.6K -46 -0.2%
FUBT
370
First United Bank & Trust
Maryland
$4.33M +$131K +570 +3%
SMFG
371
Sumitomo Mitsui Financial Group
Japan
$4.33M +$4.33M +19,000 New
MLIC
372
Mandatum Life Insurance Company
Finland
$4.26M +$20.2K +88 +0.5%
G
373
GenTrust
Florida
$4.21M +$4.21M +18,310 New
CCA
374
Cobblestone Capital Advisors
New York
$4.21M -$164K -712 -4%
TPWA
375
TRUE Private Wealth Advisors
Oregon
$4.19M -$64.3K -280 -2%
13 14
15
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