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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 %
DY
501
Dowling & Yahnke
California
$678K +$300K +1,300 +79%
OWD
502
Osborn Williams & Donohoe
Ohio
$677K +$86K +373 +15%
CCB
503
Cutter & Co Brokerage
Missouri
$668K +$21.2K +92 +3%
CMO
504
Covenant Multifamily Offices
Texas
$666K – – –
MHS
505
M Holdings Securities
Oregon
$662K +$22.1K +96 +3%
MAS
506
Madden Advisory Services
Florida
$662K +$59K +256 +10%
FA
507
FCG Advisors
New Jersey
$661K -$45.1K -197 -6%
AIIMS
508
Analyst IMS Investment Management Services
Israel
$660K – – –
PA
509
Pinnacle Associates
New York
$660K +$75.9K +329 +13%
VCAM
510
Van Cleef Asset Management
Ohio
$658K – – –
SBIA
511
Sheaff Brock Investment Advisors
Indiana
$657K +$232K +1,005 +55%
RWA
512
RGT Wealth Advisors
Texas
$655K – – –
AWM
513
Altavista Wealth Management
North Carolina
$655K +$55.4K +240 +9%
CIC
514
Cornercap Investment Counsel
Georgia
$654K – – –
MMPW
515
Mitchell McLeod Pugh & Williams
Alabama
$637K -$3.46K -15 -0.5%
LIA
516
LBMC Investment Advisors
Tennessee
$631K +$3.23K +14 +0.5%
SBSB
517
Sullivan, Bruyette, Speros & Blaney
Virginia
$626K -$100K -434 -14%
DSC
518
Duncker Streett & Co
Missouri
$624K +$11.1K +48 +2%
TI
519
Truepoint Inc
Ohio
$603K +$2.08K +9 +0.3%
BCP
520
Berkeley Capital Partners
Georgia
$599K +$461 +2 +0.1%
MM
521
Meridian Management
Arkansas
$595K +$31.1K +135 +6%
KA
522
Klingman & Associates
New York
$581K +$581K +2,519 New
CLOS
523
Compagnie Lombard Odier SCmA
Switzerland
$577K – – –
TNB
524
Thomasville National Bank
Georgia
$576K – – –
GWM
525
Geneos Wealth Management
Colorado
$573K -$13.1K -57 -2%
19 20
21
22 23