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Vanguard S&P 500 ETF
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Overview Fund Activity

531 hedge funds and large institutions have $21B invested in Vanguard S&P 500 ETF in 2016 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 141 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+27
Holders Change %
+5.36%
% of All Funds
14.19%
Holding in Top 10
116
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.45%
% of All Funds
3.1%
New
65
Increased
234
Reduced
141
Closed
31
Calls
$69.6M
Puts
$51.1M
Net Calls
+$18.5M
Net Calls Change
+$9.99M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$964M
2
Bank of America
Bank of America
North Carolina
$2.1B
3
DCM
Dupont Capital Management
Delaware
$575M
4
PPA
Parametric Portfolio Associates
Washington
$2.01B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$987M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$1B
2
LPL Financial
LPL Financial
California
$159M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$504M
4
SG Americas Securities
SG Americas Securities
New York
$6.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
401
Modera Wealth Management
New Jersey
$458K -$29K -151 -6%
PMG
402
ProVise Management Group
Florida
$457K +$576 +3 +0.1%
SBSB
403
Sullivan, Bruyette, Speros & Blaney
Virginia
$445K +$445K +2,313 New
AW
404
ACG Wealth
Georgia
$444K -$11.3K -59 -2%
RWA
405
Ropes Wealth Advisors
Massachusetts
$444K – – –
RIG
406
Roosevelt Investment Group
New York
$442K +$442K +2,302 New
SBIA
407
Sheaff Brock Investment Advisors
Indiana
$439K +$38.9K +202 +10%
AFG
408
Albion Financial Group
Utah
$439K +$92.9K +484 +27%
SWPG
409
Strategic Wealth Partners Group
Illinois
$433K +$433K +2,256 New
FLPIM
410
F.L. Putnam Investment Management
Massachusetts
$429K +$429K +2,234 New
GIA
411
Guyasuta Investment Advisors
Pennsylvania
$422K – – –
FAB
412
First American Bank
Illinois
$420K – – –
GWM
413
Geneos Wealth Management
Colorado
$416K -$183K -950 -31%
EAM
414
Evanson Asset Management
California
$414K – – –
MMPW
415
Mitchell McLeod Pugh & Williams
Alabama
$408K – – –
GL
416
Globe Life
Texas
$396K – – –
Fisher Asset Management
417
Fisher Asset Management
Washington
$396K +$123K +629 +45%
VWM
418
Venturi Wealth Management
Texas
$390K – – –
OIA
419
Optimum Investment Advisors
Illinois
$389K -$31.7K -165 -8%
CIA
420
Covington Investment Advisors
Pennsylvania
$387K – – –
BIG
421
Bellwether Investment Group
Tennessee
$387K +$387K +2,012 New
CCM
422
Catawba Capital Management
Virginia
$384K +$28.4K +148 +8%
NEPPG
423
New England Professional Planning Group
Rhode Island
$383K – – –
BBPWM
424
Blue Bell Private Wealth Management
Pennsylvania
$382K – – –
SVCP
425
Silicon Valley Capital Partners
California
$378K +$1.92K +10 +0.5%
15 16
17
18 19