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Vanguard S&P 500 ETF
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Overview Fund Activity

563 hedge funds and large institutions have $24.2B invested in Vanguard S&P 500 ETF in 2016 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 254 increasing their positions, 133 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+32
Holders Change %
+6.03%
% of All Funds
15.05%
Holding in Top 10
112
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.45%
% of All Funds
2.99%
New
64
Increased
254
Reduced
133
Closed
24
Calls
$50.3M
Puts
$40.1M
Net Calls
+$10.2M
Net Calls Change
-$8.34M

Top Buyers

1
CI
Clal Insurance
Israel
$1.18B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.35B
3
CM
Churchill Management
California
$314M
4
PPA
Parametric Portfolio Associates
Washington
$2.25B
5
MFRM
Milliman Financial Risk Management
Illinois
$1.16B

Top Sellers

1
SCM
Sterling Capital Management
North Carolina
$111M
2
Goldman Sachs
Goldman Sachs
New York
$572M
3
MSWM
Mader & Shannon Wealth Management
Missouri
$0
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$486M
5
DCM
Dupont Capital Management
Delaware
$571M
Name Holding Trade Value Shares
Change 		Shares
Change %
LGWM
426
Litman Gregory Wealth Management
California
$456K +$351K +1,768 +336%
NB
427
Nicolet Bankshares
Wisconsin
$450K +$450K +2,264 New
GWM
428
Geneos Wealth Management
Colorado
$439K +$9.93K +50 +2%
GIA
429
Guyasuta Investment Advisors
Pennsylvania
$437K – – –
FAB
430
First American Bank
Illinois
$434K – – –
EAM
431
Evanson Asset Management
California
$428K – – –
VWM
432
Venturi Wealth Management
Texas
$426K +$22.8K +115 +6%
PFM
433
Parsec Financial Management
North Carolina
$422K +$422K +2,126 New
PA
434
Pinnacle Associates
New York
$417K +$199K +1,000 +91%
RMAM
435
Raab & Moskowitz Asset Management
New Jersey
$410K +$129K +651 +46%
PL
436
Parthenon LLC
Kentucky
$408K +$39.7K +200 +11%
OIA
437
Optimum Investment Advisors
Illinois
$402K – – –
CIA
438
Covington Investment Advisors
Pennsylvania
$400K – – –
CCM
439
Catawba Capital Management
Virginia
$397K – – –
CS
440
Cannell & Spears
New York
$397K +$397K +2,000 New
SVCP
441
Silicon Valley Capital Partners
California
$393K +$1.79K +9 +0.5%
FHC
442
First Heartland Consultants
Missouri
$384K -$263K -1,326 -41%
B
443
BancorpSouth
Mississippi
$380K – – –
ECM
444
EagleClaw Capital Management
Massachusetts
$380K +$39.8K +200 +12%
NFG
445
Next Financial Group
Texas
$377K +$249K +1,255 +195%
BBPWM
446
Blue Bell Private Wealth Management
Pennsylvania
$375K -$19.9K -100 -5%
DSC
447
Duncker Streett & Co
Missouri
$375K +$5.16K +26 +1%
EFS
448
Essex Financial Services
Connecticut
$367K +$6.96K +35 +2%
BJL
449
Brighton Jones LLC
Washington
$359K +$359K +1,807 New
VCAM
450
Van Cleef Asset Management
Ohio
$353K – – –
16 17
18
19 20