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Vanguard S&P 500 ETF
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Overview Fund Activity

504 hedge funds and large institutions have $19B invested in Vanguard S&P 500 ETF in 2016 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 213 increasing their positions, 138 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
504
Holders Change
+13
Holders Change %
+2.65%
% of All Funds
13.45%
Holding in Top 10
110
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+18.28%
% of All Funds
2.94%
New
73
Increased
213
Reduced
138
Closed
50
Calls
$40.4M
Puts
$31.9M
Net Calls
+$8.52M
Net Calls Change
+$3.41M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$1.93B
2
DCM
2
Dupont Capital Management
Delaware
$434M
3
SCM
3
Sterling Capital Management
North Carolina
$520M
4
RJA
4
Raymond James & Associates
Florida
$362M
5
PPA
5
Parametric Portfolio Associates
Washington
$1.86B

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$569M
2
Bessemer Group
2
Bessemer Group
New Jersey
$130M
3
MIFH
3
Migdal Insurance & Financial Holdings
Israel
$599M
4
NMIFOAC
4
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$191M
5
CS
5
Credit Suisse
Switzerland
$24.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MHS
376
M Holdings Securities
Oregon
$506K +$21.7K +115 +4%
LIA
377
LBMC Investment Advisors
Tennessee
$496K +$2.64K +14 +0.5%
EB
378
Eastern Bank
Massachusetts
$493K – – –
CCFCSB
379
Cape Cod Five Cents Savings Bank
Massachusetts
$490K – – –
CWM
380
Confluence Wealth Management
Oregon
$483K -$65.9K -350 -12%
PP
381
Patten & Patten
Tennessee
$480K -$9.43K -50 -2%
MWM
382
Modera Wealth Management
New Jersey
$478K -$13.8K -73 -3%
BP
383
Ballentine Partners
Massachusetts
$473K – – –
HCA
384
Horan Capital Advisors
Ohio
$472K +$472K +2,505 New
HCA
385
Harbour Capital Advisors
Virginia
$471K – – –
LWAC
386
Laurel Wealth Advisors (California)
California
$467K +$90.6K +481 +24%
BC
387
Bartlett & Co
Ohio
$457K – – –
PMG
388
ProVise Management Group
Florida
$449K +$449K +2,379 New
AW
389
ACG Wealth
Georgia
$447K +$11.9K +63 +3%
RWA
390
Ropes Wealth Advisors
Massachusetts
$436K – – –
Chevy Chase Trust
391
Chevy Chase Trust
Maryland
$414K -$492K -2,612 -54%
GIA
392
Guyasuta Investment Advisors
Pennsylvania
$414K – – –
OIA
393
Optimum Investment Advisors
Illinois
$413K -$14.1K -75 -3%
FAB
394
First American Bank
Illinois
$412K – – –
EAM
395
Evanson Asset Management
California
$407K +$407K +2,156 New
MMPW
396
Mitchell McLeod Pugh & Williams
Alabama
$400K – – –
SBIA
397
Sheaff Brock Investment Advisors
Indiana
$392K -$247K -1,311 -39%
TCM
398
Traynor Capital Management
Pennsylvania
$392K +$392K +2,079 New
CTB
399
Country Trust Bank
Illinois
$388K – – –
VWM
400
Venturi Wealth Management
Texas
$383K +$383K +2,030 New
14 15
16
17 18