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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
Envestnet Asset Management
Illinois
+$229M
2
CSIA
Charles Schwab Investment Advisory
California
+$179M
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$139M
5
MB
Mizuho Bank
Japan
+$138M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.28B
2
CWM
Cornerstone Wealth Management
Missouri
-$353M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$297M
4
SS
Simplicity Solutions
Minnesota
-$244M
5
Goldman Sachs
Goldman Sachs
New York
-$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFM
476
Signature Financial Management
Virginia
$2.33M +$497K +2,162 +27%
LC
477
Lindbrook Capital
California
$2.32M +$2.32M +10,101 New
Lido Advisors
478
Lido Advisors
California
$2.31M +$1.1M +4,794 +91%
EPM
479
Elm Partners Management
Pennsylvania
$2.31M +$2.31M +10,151 New
WWM
480
Western Wealth Management
Colorado
$2.28M +$2.28M +9,918 New
RWA
481
Ropes Wealth Advisors
Massachusetts
$2.26M -$385K -1,675 -15%
FHB
482
First Hawaiian Bank
Hawaii
$2.25M +$1.15K +5 +0.1%
ESB
483
Essex Savings Bank
Connecticut
$2.24M +$2.24M +9,747 New
JIC
484
Johnson Investment Counsel
Ohio
$2.24M +$955K +4,158 +75%
CS
485
Credit Suisse
Switzerland
$2.23M -$19.7M -85,926 -90%
ECM
486
Evergreen Capital Management
Washington
$2.23M -$335K -1,456 -13%
REFI
487
Requisite Energy Fund I
Texas
$2.22M +$2.22M +9,652 New
RCM
488
Requisite Capital Management
Texas
$2.22M +$2.22M +9,652 New
MWM
489
Mission Wealth Management
California
$2.18M -$40K -174 -2%
SLG
490
Stanley-Laman Group
Pennsylvania
$2.18M +$527K +2,292 +32%
CB
491
Cadence Bank
Mississippi
$2.16M +$1.72M +7,500 +392%
PG
492
Proffitt & Goodson
Tennessee
$2.16M +$456K +1,983 +27%
MCTIC
493
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
$2.16M -$2.42M – –
GHAM
494
Gilman Hill Asset Management
Connecticut
$2.15M +$2.15M +9,358 New
TF
495
TimeScale Financial
Massachusetts
$2.14M +$2.14M +9,316 New
BCA
496
Bray Capital Advisors
Florida
$2.1M +$1.93M +8,380 +1,134%
FNT
497
First National Trust
Pennsylvania
$2.09M +$377K +1,639 +22%
H
498
HoyleCohen
California
$2.08M +$488K +2,125 +31%
ZIC
499
ZWJ Investment Counsel
Georgia
$2.07M -$5.74K -25 -0.3%
SDWMA
500
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.05M -$50.1K -218 -2%
18 19
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