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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 %
SIC
526
Salem Investment Counselors
North Carolina
$105K +$2.98K +1,500 +3%
BWA
527
Burt Wealth Advisors
Maryland
$98K – – –
PFBT
528
Parkside Financial Bank & Trust
Missouri
$91K – – –
DBT
529
Dubuque Bank & Trust
Iowa
$73K – – –
RBC
530
Roble Belko & Company
Pennsylvania
$70K – – –
TFA
531
Transamerica Financial Advisors
Florida
$69K +$69K +346 New
WP
532
WealthPLAN Partners
Nebraska
$65.5K +$12K +61 +23%
PWM
533
Perigon Wealth Management
California
$55K +$55K +275 New
TCCM
534
Timber Creek Capital Management
Massachusetts
$54K +$54K +275 New
FWM
535
Focused Wealth Management
New York
$53K -$20.2K -101 -28%
VWM
536
Valley Wealth Managers
New Jersey
$50K +$14.8K +75 +42%
RFWA
537
RPg Family Wealth Advisory
Massachusetts
$49.7K +$49.7K +250 New
TDC
538
Thompson Davis & Co
Virginia
$46K – – –
LIA
539
LS Investment Advisors
Michigan
$45K – – –
CTC
540
Central Trust Company
Missouri
$33K – – –
WCM
541
Wealthcare Capital Management
Virginia
$32K – – –
GBBWRPM
542
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$31K +$31K +159 New
ADL
543
Asset Dedication LLC
California
$28K – – –
FPFS
544
First Personal Financial Services
North Carolina
$26K +$26K +130 New
TWA
545
TCI Wealth Advisors
Arizona
$24K -$1.2K -6 -5%
SBL
546
Sargent Bickham Lagudis
Colorado
$21.4K -$850K -111,551 -98%
GI
547
Gradient Investments
Minnesota
$21K +$393 +2 +2%
CB
548
Community Bank
New York
$20K -$15.6K -78 -44%
LWCFA
549
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K – – –
JWA
550
JFS Wealth Advisors
Pennsylvania
$20K – – –
20 21
22
23 24