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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
1
Envestnet Asset Management
Illinois
$1.78B
2
CSIA
2
Charles Schwab Investment Advisory
California
$280M
3
MTWSIF
3
Mivtachim The Workers Social Insurance Fund
Israel
$175M
4
Morgan Stanley
4
Morgan Stanley
New York
$1.12B
5
MB
5
Mizuho Bank
Japan
$230M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$4.03B
2
CWM
2
Cornerstone Wealth Management
Missouri
$1.81M
3
VMPIC
3
Varma Mutual Pension Insurance Co
Finland
$0
4
SS
4
Simplicity Solutions
Minnesota
$8.62M
5
Goldman Sachs
5
Goldman Sachs
New York
$658M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$371M +$19.2M +83,459 +5%
VA
27
Valmark Advisers
Ohio
$356M +$15.8M +68,842 +5%
JC
28
JBF Capital
Colorado
$335M – – –
BAPIM
29
British Airways Pensions Investment Management
United Kingdom
$331M -$1.09M -4,732 -0.3%
LPL Financial
30
LPL Financial
California
$312M +$11.5M +50,049 +4%
NLI
31
Nippon Life Insurance
Japan
$302M – – –
KIM
32
Karpus Investment Management
New York
$300M +$19.2M +83,447 +7%
EMPI
33
Elo Mutual Pension Insurance
Finland
$291M +$9.19M +40,000 +3%
CSIA
34
Charles Schwab Investment Advisory
California
$280M +$179M +778,381 +178%
AG
35
Advisor Group
Arizona
$278M +$5.71M +24,832 +2%
V
36
Veritable
Delaware
$262M -$17.9M -77,938 -6%
MB
37
Mizuho Bank
Japan
$230M +$138M +600,000 +150%
KeyBank National Association
38
KeyBank National Association
Ohio
$228M -$2.98M -12,953 -1%
DLIC
39
Daido Life Insurance Company
Japan
$224M -$18.9M -82,035 -8%
Bessemer Group
40
Bessemer Group
New Jersey
$204M +$24.2M +105,204 +13%
Stifel Financial
41
Stifel Financial
Missouri
$201M -$13.1M -56,968 -6%
HCC
42
Hirtle Callaghan & Co
Pennsylvania
$195M +$18M +78,440 +10%
MTWSIF
43
Mivtachim The Workers Social Insurance Fund
Israel
$175M +$175M +763,000 New
JFG
44
JMG Financial Group
Illinois
$173M -$5.45M -23,718 -3%
CIBC Private Wealth Group
45
CIBC Private Wealth Group
Georgia
$169M +$114M +496,418 +208%
WANY
46
Wealthspire Advisors (New York)
New York
$169M +$169M +733,777 New
KP
47
Keel Point
Alabama
$160M +$17.4M +75,855 +12%
GL
48
Globe Life
Texas
$158M +$1.57M +6,833 +1%
LMIM
49
Lockheed Martin Investment Management
Maryland
$152M +$1.72M +7,500 +1%
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$148M +$28.4M +123,471 +24%
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