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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 %
HAC
426
Harbor Advisory Corp
New Hampshire
$3.16M +$122K +530 +4%
SWPG
427
Strategic Wealth Partners Group
Illinois
$3.15M -$1.3M -5,647 -29%
PA
428
Parallel Advisors
California
$3.15M +$120K +522 +4%
HTC
429
Haverford Trust Company
Pennsylvania
$3.15M +$42.5K +185 +1%
GIA
430
Gladstone Institutional Advisory
Florida
$3.14M +$3.14M +13,673 New
RPC
431
Rossmore Private Capital
Connecticut
$3.13M +$617K +2,684 +25%
CFC
432
Coyle Financial Counsel
Illinois
$3.12M +$167K +727 +6%
CWM
433
Concentric Wealth Management
California
$3.11M -$123K -534 -4%
AC
434
Abbrea Capital
California
$3.11M +$410K +1,783 +15%
WT
435
Washington Trust
Rhode Island
$3.08M – – –
RWM
436
Ritholtz Wealth Management
New York
$3.06M +$1.78M +7,730 +138%
SSW
437
Smith Shellnut Wilson
Mississippi
$3.05M -$11.3K -49 -0.4%
TFCP
438
Twin Focus Capital Partners
Massachusetts
$3.04M -$1.83M -7,961 -38%
SWM
439
SVA Wealth Management
Wisconsin
$2.98M -$295K -1,284 -9%
LGWM
440
Litman Gregory Wealth Management
California
$2.97M +$1.21M +5,263 +69%
VAM
441
Verity Asset Management
North Carolina
$2.97M -$2.44M -10,624 -45%
KPW
442
Kore Private Wealth
New York
$2.97M +$2.97M +12,916 New
WCP
443
Welch Capital Partners
New York
$2.97M -$85.8M -373,107 -97%
MFG
444
Merit Financial Group
Georgia
$2.92M +$2.11M +9,223 +262%
PP
445
Patten & Patten
Tennessee
$2.92M -$104K -454 -3%
Janus Henderson Group
446
Janus Henderson Group
United Kingdom
$2.9M -$336K -1,461 -10%
SBH
447
Segall Bryant & Hamill
Illinois
$2.85M +$307K +1,337 +12%
WP
448
WealthSource Partners
California
$2.84M +$818K +3,561 +40%
PFA
449
Paradigm Financial Advisors
Missouri
$2.83M +$1.28M +5,583 +83%
Victory Capital Management
450
Victory Capital Management
Texas
$2.83M – – –
16 17
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