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Vanguard S&P 500 ETF
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Overview Fund Activity

632 hedge funds and large institutions have $27.6B invested in Vanguard S&P 500 ETF in 2016 Q4 according to their latest regulatory filings, with 109 funds opening new positions, 287 increasing their positions, 142 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
632
Holders Change
+69
Holders Change %
+12.26%
% of All Funds
15.82%
Holding in Top 10
137
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+22.32%
% of All Funds
3.43%
New
109
Increased
287
Reduced
142
Closed
33
Calls
$31.9M
Puts
$36.4M
Net Calls
-$4.43M
Net Calls Change
-$14.6M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.8B
2
Bank of America
Bank of America
North Carolina
$2.7B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$643M
4
IL
Investure LLC
Virginia
$252M
5
GL
Globe Life
Texas
$135M

Top Sellers

1
DCM
Dupont Capital Management
Delaware
$379M
2
PPFA
Provida Pension Fund Administrator
Chile
$0
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$406M
4
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$935M
5
CI
Clal Insurance
Israel
$1.15B
Name Holding Trade Value Shares
Change 		Shares
Change %
WF
526
Welch & Forbes
Massachusetts
$287K -$20.5K -100 -7%
FWCM
527
Ferguson Wellman Capital Management
Oregon
$285K +$36.3K +177 +15%
SCA
528
Snowden Capital Advisors
New York
$282K – – –
SC
529
Savant Capital
Illinois
$281K +$281K +1,369 New
SFFS
530
Stonehage Fleming Financial Services
Jersey
$276K – – –
MWM
531
Mascoma Wealth Management
New Hampshire
$273K +$273K +1,331 New
LNC
532
Lincoln National Corp
Pennsylvania
$272K -$25.9K -126 -9%
CCP
533
Corient Capital Partners
California
$271K -$205K -1,000 -43%
DWM
534
Darwin Wealth Management
Florida
$271K +$271K +1,319 New
FC
535
FCA Corp
Texas
$269K +$20.5K +100 +8%
TCOV
536
Trust Company of Vermont
Vermont
$269K +$269K +1,310 New
CAM
537
Cidel Asset Management
Ontario, Canada
$268K – – –
NGA
538
Naples Global Advisors
Florida
$265K +$5.14K +25 +2%
CCB
539
Cutter & Co Brokerage
Missouri
$261K +$41.1K +200 +19%
KIM
540
Karpus Investment Management
New York
$258K +$8.78K +24,977 +4%
JSAM
541
J. Safra Asset Management
New York
$257K +$103K +500 +66%
CL
542
CPWM LLC
Washington
$257K +$257K +1,250 New
MAS
543
Madden Advisory Services
Florida
$255K -$613K -2,989 -71%
LWA
544
Lenox Wealth Advisors
New York
$246K – – –
CC
545
Capital Counsel
New York
$246K – – –
FSA
546
Financial Sense Advisors
California
$246K +$246K +1,197 New
FMWA
547
Forvis Mazars Wealth Advisors
Missouri
$245K +$245K +1,192 New
WSCM
548
Wellington Shields Capital Management
New York
$242K – – –
BHIA
549
Birch Hill Investment Advisors
Massachusetts
$241K -$64.2K -312 -21%
BCM
550
Brookstone Capital Management
Illinois
$241K +$8.84K +43 +4%
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