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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 %
LWA
451
Lenox Wealth Advisors
New York
$226K – – –
BHIA
452
Birch Hill Investment Advisors
Massachusetts
$226K +$226K +1,200 New
WSCM
453
Wellington Shields Capital Management
New York
$223K +$223K +1,181 New
FWSM
454
First Wilshire Securities Management
California
$222K – – –
DMC
455
Drexel Morgan & Co
Pennsylvania
$221K – – –
MFW
456
Mosaic Family Wealth
Missouri
$220K +$2.07K +11 +0.9%
PFO
457
Pathstone Family Office
New Jersey
$219K +$219K +1,163 New
MCM
458
McRae Capital Management
New Jersey
$217K – – –
WWM
459
Willingdon Wealth Management
North Carolina
$216K +$216K +1,146 New
TNB
460
Thomasville National Bank
Georgia
$214K – – –
SCA
461
Stonebridge Capital Advisors
Minnesota
$207K -$65.9K -350 -24%
PA
462
Pinnacle Associates
New York
$207K +$207K +1,100 New
BFEC
463
Benjamin F. Edwards & Company
Missouri
$175K +$2.65K +14 +2%
FWM
464
Focused Wealth Management
New York
$165K -$58.2K -308 -26%
JAM
465
Jolley Asset Management
North Carolina
$162K +$82.9K +440 +105%
DSC
466
Duncker Streett & Co
Missouri
$161K +$64.4K +341 +67%
HI
467
Hudock Inc
Pennsylvania
$133K +$754 +4 +0.6%
NFG
468
Next Financial Group
Texas
$121K -$261K -1,385 -68%
AIM
469
Anchor Investment Management
South Carolina
$114K +$114K +604 New
CFA
470
Carroll Financial Associates
North Carolina
$101K +$55.2K +294 +120%
FAM
471
Formidable Asset Management
Ohio
$98K -$4.77K -25 -5%
WEC
472
Winslow Evans & Crocker
Massachusetts
$91.1K -$189 -1 -0.2%
PFBT
473
Parkside Financial Bank & Trust
Missouri
$85K +$85K +451 New
TIM
474
Tortoise Investment Management
New York
$73K +$64.7K +343 +780%
HF
475
Hoxton Financial
West Virginia
$70K +$70K +371 New
17 18
19
20 21