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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 %
SCM
501
SOL Capital Management
Maryland
$219K – – –
AA
502
Alesco Advisors
New York
$214K – – –
ACM
503
Azimuth Capital Management
Michigan
$214K +$214K +1,079 New
CCB
504
Cutter & Co Brokerage
Missouri
$213K +$213K +1,070 New
HF
505
HRT Financial
New York
$212K +$212K +1,072 New
HCA
506
Harbour Capital Advisors
Virginia
$207K -$291K -1,460 -58%
WAP
507
Wealthcare Advisory Partners
Pennsylvania
$206K – – –
CPO
508
Cerity Partners OCIO
New York
$204K -$78.1K -394 -28%
Betterment LLC
509
Betterment LLC
New York
$203K +$203K +1,021 New
TIM
510
Tortoise Investment Management
New York
$201K +$114K +575 +131%
CPA
511
Court Place Advisors
Maryland
$200K +$200K +1,009 New
Walleye Trading
512
Walleye Trading
New York
$199K +$199K +1,000 New
BFEC
513
Benjamin F. Edwards & Company
Missouri
$184K -$178K -899 -49%
JAM
514
Jolley Asset Management
North Carolina
$171K – – –
CFA
515
Carroll Financial Associates
North Carolina
$165K – – –
IAS
516
INR Advisory Services
Pennsylvania
$157K – – –
JSAM
517
J. Safra Asset Management
New York
$149K +$149K +752 New
HI
518
Hudock Inc
Pennsylvania
$143K +$2.38K +12 +2%
EDRS
519
Edmond de Rothschild (Suisse)
Switzerland
$139K +$139K +700 New
WEC
520
Winslow Evans & Crocker
Massachusetts
$135K +$38.5K +194 +40%
RWA
521
Ropes Wealth Advisors
Massachusetts
$134K -$324K -1,636 -71%
CAPTRUST Financial Advisors
522
CAPTRUST Financial Advisors
North Carolina
$133K +$133K +693 New
GWS
523
Glassman Wealth Services
Virginia
$127K +$127K +640 New
AIM
524
Anchor Investment Management
South Carolina
$126K +$2.19K +11 +2%
HNB
525
Huntington National Bank
Ohio
$119K -$224K – –
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