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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 %
FC
426
FCA Corp
Texas
$285K +$376 +2 +0.1%
PPSG
427
Princeton Portfolio Strategies Group
New Jersey
$283K +$283K +1,500 New
BWA
428
Burt Wealth Advisors
Maryland
$282K +$93.2K +494 +49%
VWA
429
V Wealth Advisors
Kansas
$281K +$281K +1,485 New
DY
430
Dowling & Yahnke
California
$278K -$54.7K -290 -16%
1SB
431
1ST Source Bank
Indiana
$277K – – –
CPO
432
Cerity Partners OCIO
New York
$271K +$2.45K +13 +0.9%
Fisher Asset Management
433
Fisher Asset Management
Washington
$265K -$1.1M -5,779 -81%
AIA
434
AIMZ Investment Advisors
California
$265K +$265K +1,400 New
MGIA
435
Moneta Group Investment Advisors
Missouri
$264K +$264K +1,399 New
AWE
436
Avidian Wealth Enterprises
Texas
$262K +$262K +1,387 New
CMO
437
Covenant Multifamily Offices
Texas
$260K -$112K -594 -30%
RTS
438
Round Table Services
New Jersey
$255K – – –
PPCM
439
Pillar Pacific Capital Management
California
$255K – – –
SWA
440
SFMG Wealth Advisors
Texas
$251K – – –
WCM
441
Windham Capital Management
Massachusetts
$247K – – –
CAM
442
Cidel Asset Management
Ontario, Canada
$246K – – –
NGA
443
Naples Global Advisors
Florida
$240K +$4.71K +25 +2%
ECM
444
EagleClaw Capital Management
Massachusetts
$236K +$236K +1,250 New
AUB
445
Atlantic Union Bankshares
Virginia
$234K – – –
PCP
446
Proficio Capital Partners
Massachusetts
$231K – – –
OWD
447
Osborn Williams & Donohoe
Ohio
$231K +$18.5K +98 +9%
CC
448
Cognios Capital
Kansas
$228K – – –
TCOO
449
Trust Company of Oklahoma
Oklahoma
$227K +$227K +1,203 New
CC
450
Capital Counsel
New York
$226K -$3.01K -16 -1%
16 17
18
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