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Vanguard S&P 500 ETF
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Overview Fund Activity

720 hedge funds and large institutions have $34.9B invested in Vanguard S&P 500 ETF in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 308 increasing their positions, 210 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+27
Holders Change %
+3.9%
% of All Funds
17.98%
Holding in Top 10
154
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.32%
% of All Funds
3.85%
New
67
Increased
308
Reduced
210
Closed
33
Calls
$33.7M
Puts
$36.1M
Net Calls
-$2.44M
Net Calls Change
-$9.56M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.61B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.18B
4
Bank of America
4
Bank of America
North Carolina
$3.42B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$174M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$0
2
CI
2
Clal Insurance
Israel
$731M
3
SS
3
Simplicity Solutions
Minnesota
$13.2M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$105M
5
DCM
5
Dupont Capital Management
Delaware
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
476
Pathstone Family Office
New Jersey
$857K +$126K +547 +17%
NAMP
477
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$856K +$51.9K +225 +6%
NB
478
Nicolet Bankshares
Wisconsin
$853K – – –
HCM
479
Hollencrest Capital Management
California
$831K – – –
GRP
480
Global Retirement Partners
California
$828K -$117K -509 -12%
MWM
481
Modera Wealth Management
New Jersey
$825K -$8.31K -36 -1%
OCM
482
Oakwood Capital Management
California
$814K -$10.4K -45 -1%
CIM
483
Contravisory Investment Management
Massachusetts
$790K +$154K +667 +24%
WB
484
WesBanco Bank
West Virginia
$781K +$19.4K +84 +3%
RMAM
485
Raab & Moskowitz Asset Management
New Jersey
$780K -$61.3K -260 -7%
CP
486
Corbenic Partners
Pennsylvania
$778K +$778K +3,371 New
CAM
487
Concorde Asset Management
Michigan
$776K +$245K +1,064 +46%
RWP
488
RWA Wealth Partners
Massachusetts
$767K +$11.5K +50 +2%
MA
489
Montag & Associates
Georgia
$760K – – –
BMM
490
Buffington Mohr McNeal
Idaho
$753K +$7.1K +30 +1%
CBT
491
Capital Bank & Trust
California
$752K – – –
CAMG
492
CWA Asset Management Group
Florida
$744K +$205K +889 +38%
PL
493
Parthenon LLC
Kentucky
$733K +$117K +506 +19%
WAP
494
Wealthcare Advisory Partners
Pennsylvania
$723K +$543K +2,352 +302%
MBT
495
Montecito Bank & Trust
California
$715K -$170K -736 -19%
TSW
496
Thompson Siegel & Walmsley
Virginia
$714K +$379K +1,645 +113%
FWCM
497
Ferguson Wellman Capital Management
Oregon
$710K +$280K +1,215 +65%
FHC
498
First Heartland Consultants
Missouri
$704K +$118K +511 +20%
CA
499
Capital Advantage
California
$700K -$121K -525 -15%
UBV
500
United Bank (Virginia)
Virginia
$693K +$693K +3,002 New
18 19
20
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