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Vanguard S&P 500 ETF
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Overview Fund Activity

563 hedge funds and large institutions have $24.2B invested in Vanguard S&P 500 ETF in 2016 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 254 increasing their positions, 133 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+32
Holders Change %
+6.03%
% of All Funds
15.05%
Holding in Top 10
112
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.45%
% of All Funds
2.99%
New
64
Increased
254
Reduced
133
Closed
24
Calls
$50.3M
Puts
$40.1M
Net Calls
+$10.2M
Net Calls Change
-$8.34M

Top Buyers

1
CI
Clal Insurance
Israel
$1.18B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.35B
3
CM
Churchill Management
California
$314M
4
PPA
Parametric Portfolio Associates
Washington
$2.25B
5
MFRM
Milliman Financial Risk Management
Illinois
$1.16B

Top Sellers

1
SCM
Sterling Capital Management
North Carolina
$111M
2
Goldman Sachs
Goldman Sachs
New York
$572M
3
MSWM
Mader & Shannon Wealth Management
Missouri
$0
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$486M
5
DCM
Dupont Capital Management
Delaware
$571M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFFS
476
Stonehage Fleming Financial Services
Jersey
$276K -$729K -3,700 -73%
CMO
477
Covenant Multifamily Offices
Texas
$274K – – –
SCA
478
Snowden Capital Advisors
New York
$273K -$378K -1,904 -58%
OWD
479
Osborn Williams & Donohoe
Ohio
$269K +$12.9K +65 +5%
PPCM
480
Pillar Pacific Capital Management
California
$268K – – –
QC
481
QCM Cayman
Texas
$262K +$262K +1,320 New
CAM
482
Cidel Asset Management
Ontario, Canada
$259K – – –
EWM
483
Evercore Wealth Management
New York
$258K +$94.3K +475 +58%
NGA
484
Naples Global Advisors
Florida
$251K – – –
PCP
485
Proficio Capital Partners
Massachusetts
$247K – – –
FWCM
486
Ferguson Wellman Capital Management
Oregon
$241K +$241K +1,212 New
FC
487
FCA Corp
Texas
$240K – – –
TCOO
488
Trust Company of Oklahoma
Oklahoma
$239K – – –
LWA
489
Lenox Wealth Advisors
New York
$238K – – –
CC
490
Capital Counsel
New York
$238K – – –
AFP
491
Ausdal Financial Partners
Iowa
$238K +$238K +1,198 New
DY
492
Dowling & Yahnke
California
$236K -$57.3K -288 -20%
WSCM
493
Wellington Shields Capital Management
New York
$235K – – –
WS
494
Wedbush Securities
California
$234K +$234K +1,178 New
MFW
495
Mosaic Family Wealth
Missouri
$233K – – –
DMC
496
Drexel Morgan & Co
Pennsylvania
$232K – – –
SWA
497
SFMG Wealth Advisors
Texas
$232K – – –
MCM
498
McRae Capital Management
New Jersey
$228K – – –
BCM
499
Brookstone Capital Management
Illinois
$225K +$225K +1,129 New
SCA
500
Stonebridge Capital Advisors
Minnesota
$219K – – –
18 19
20
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