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Vanguard S&P 500 ETF

632 hedge funds and large institutions have $27.6B invested in Vanguard S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 142 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+69
Holders Change %
+12.26%
% of All Funds
15.82%
Holding in Top 10
137
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+22.32%
% of All Funds
3.43%
New
109
Increased
287
Reduced
142
Closed
33
Calls
$31.9M
Puts
$36.4M
Net Calls
-$4.43M
Net Calls Change
-$14.6M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
476
Allworth Financial
California
$446K -$257K -1,250 -37%
GWS
477
Glassman Wealth Services
Virginia
$446K +$315K +1,534 +240%
FCH
478
Freestone Capital Holdings
Washington
$444K -$1.04M -5,071 -70%
EAM
479
Evanson Asset Management
California
$443K
PL
480
Parthenon LLC
Kentucky
$439K +$17.4K +85 +4%
PFM
481
Parsec Financial Management
North Carolina
$436K
OIA
482
Optimum Investment Advisors
Illinois
$435K +$19.5K +95 +5%
PA
483
Pinnacle Associates
New York
$431K
RIG
484
Roosevelt Investment Group
New York
$420K +$420K +2,047 New
NAMP
485
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$418K -$709K -3,450 -63%
FWSM
486
First Wilshire Securities Management
California
$418K -$103K -500 -20%
VWM
487
Venturi Wealth Management
Texas
$417K -$23.6K -115 -5%
CIA
488
Covington Investment Advisors
Pennsylvania
$413K
CS
489
Cannell & Spears
New York
$411K
DY
490
Dowling & Yahnke
California
$411K +$167K +813 +68%
CCM
491
Catawba Capital Management
Virginia
$410K
SVCP
492
Silicon Valley Capital Partners
California
$409K +$2.47K +12 +0.6%
EFS
493
Essex Financial Services
Connecticut
$405K +$26.7K +130 +7%
EHC
494
Everett Harris & Co
California
$402K +$61.6K +300 +18%
FHC
495
First Heartland Consultants
Missouri
$397K
Cetera Investment Advisers
496
Cetera Investment Advisers
Illinois
$395K +$107K +526 +37%
B
497
BancorpSouth
Mississippi
$393K
ECM
498
EagleClaw Capital Management
Massachusetts
$392K
OWM
499
Orgel Wealth Management
Wisconsin
$388K +$388K +1,890 New
TCM
500
TD Capital Management
Tennessee
$381K +$381K +1,856 New