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Vanguard S&P 500 ETF
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Overview Fund Activity

531 hedge funds and large institutions have $21B invested in Vanguard S&P 500 ETF in 2016 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 234 increasing their positions, 141 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
531
Holders Change
+27
Holders Change %
+5.36%
% of All Funds
14.19%
Holding in Top 10
116
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+5.45%
% of All Funds
3.1%
New
65
Increased
234
Reduced
141
Closed
31
Calls
$69.6M
Puts
$51.1M
Net Calls
+$18.5M
Net Calls Change
+$9.99M

Top Buyers

1
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$964M
2
Bank of America
Bank of America
North Carolina
$2.1B
3
DCM
Dupont Capital Management
Delaware
$575M
4
PPA
Parametric Portfolio Associates
Washington
$2.01B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$987M

Top Sellers

1
MFRM
Milliman Financial Risk Management
Illinois
$1B
2
LPL Financial
LPL Financial
California
$159M
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$504M
4
SG Americas Securities
SG Americas Securities
New York
$6.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
TNB
476
Thomasville National Bank
Georgia
$218K – – –
CAG
477
Crestwood Advisors Group
Massachusetts
$218K +$218K +1,136 New
PA
478
Pinnacle Associates
New York
$211K – – –
SCA
479
Stonebridge Capital Advisors
Minnesota
$211K – – –
SCM
480
SOL Capital Management
Maryland
$211K +$211K +1,100 New
AA
481
Alesco Advisors
New York
$207K +$207K +1,075 New
PFP
482
Pinnacle Financial Partners
Tennessee
$205K +$205K +1,036 New
ZIM
483
Zacks Investment Management
Illinois
$203K +$203K +1,057 New
WAP
484
Wealthcare Advisory Partners
Pennsylvania
$199K +$199K +1,037 New
JAM
485
Jolley Asset Management
North Carolina
$165K – – –
CFA
486
Carroll Financial Associates
North Carolina
$160K +$56.7K +295 +55%
EWM
487
Evercore Wealth Management
New York
$159K +$108K +562 +214%
IAS
488
INR Advisory Services
Pennsylvania
$152K +$152K +790 New
HI
489
Hudock Inc
Pennsylvania
$136K +$575 +3 +0.4%
FNB
490
Farmers National Bank
Kentucky
$134K +$134K +697 New
NFG
491
Next Financial Group
Texas
$123K – – –
AIM
492
Anchor Investment Management
South Carolina
$120K +$3.85K +20 +3%
LGWM
493
Litman Gregory Wealth Management
California
$101K +$101K +526 New
BWA
494
Burt Wealth Advisors
Maryland
$94K -$190K -1,000 -67%
WEC
495
Winslow Evans & Crocker
Massachusetts
$92.8K +$192 +1 +0.2%
PFBT
496
Parkside Financial Bank & Trust
Missouri
$88K +$1.53K +8 +2%
WI
497
Wintrust Investments
Illinois
$85K +$85K +3,046 New
TIM
498
Tortoise Investment Management
New York
$84K +$9.78K +51 +13%
S
499
SignatureFD
Georgia
$72K +$72K +377 New
DBT
500
Dubuque Bank & Trust
Iowa
$71K – – –
18 19
20
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