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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 %
SIC
451
Sigma Investment Counselors
Michigan
$2.8M +$463K +2,015 +20%
WWM
452
Windsor Wealth Management
Indiana
$2.73M +$712K +3,100 +35%
IUHSA
453
Itau Unibanco Holding S.A.
Brazil
$2.73M -$7.97K -35 -0.3%
CWM
454
Connecticut Wealth Management
Connecticut
$2.73M +$1.74M +7,575 +176%
MI
455
Mercer Investments
Massachusetts
$2.72M +$171K +746 +7%
Axa
456
Axa
France
$2.7M – – –
IWC
457
Integrated Wealth Concepts
Massachusetts
$2.69M +$1.42M +6,188 +112%
LA
458
LVW Advisors
New York
$2.67M +$1.82M +7,933 +216%
KWM
459
Kingsview Wealth Management
Oregon
$2.65M -$44.6K -194 -2%
MWC
460
MBM Wealth Consultants
Missouri
$2.63M +$2.63M +11,431 New
GH
461
GAM Holding
Switzerland
$2.62M – – –
EWM
462
Evercore Wealth Management
New York
$2.61M -$23K -100 -0.9%
FHA
463
First Horizon Advisors
Tennessee
$2.58M +$2.53K +11 +0.1%
PA
464
Pinnacle Associates
New York
$2.57M +$657K +2,861 +34%
UOTTAIMCU
465
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.56M – – –
LWM
466
Liberty Wealth Management
California
$2.5M +$2.5M +10,863 New
GWS
467
Glassman Wealth Services
Virginia
$2.47M +$69.6K +303 +3%
CAM
468
Cresset Asset Management
Illinois
$2.47M +$2.47M +10,741 New
RCA
469
Rowland Carmichael Advisors
Arizona
$2.4M +$51.7K +225 +2%
AIC
470
Ayalon Insurance Company
Israel
$2.37M +$208K +905 +10%
KFGK
471
Keystone Financial Group (Kentucky)
Kentucky
$2.36M -$491K -2,136 -17%
Prudential Financial
472
Prudential Financial
New Jersey
$2.35M +$1.4M +6,086 +147%
CL
473
CPWM LLC
Washington
$2.35M – – –
HNB
474
Huntington National Bank
Ohio
$2.34M -$2.56M – –
AFA
475
Arlington Financial Advisors
California
$2.34M +$2.34M +10,164 New
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