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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 %
OWA
526
Outlook Wealth Advisors
Texas
$1.76M +$1.76M +768 New
CFA
527
Clarfeld Financial Advisors
New York
$1.76M +$1.76M +7,664 New
AA
528
Alesco Advisors
New York
$1.76M -$127K -553 -7%
HCA
529
Horan Capital Advisors
Ohio
$1.75M +$588K +2,560 +50%
HR
530
Hayden Royal
North Carolina
$1.74M +$1.74M +7,570 New
WDL
531
Well Done LLC
Michigan
$1.74M +$339K +1,475 +24%
CC
532
Claybrook Capital
Massachusetts
$1.74M +$1.43M +6,221 +467%
Wolverine Trading
533
Wolverine Trading
Illinois
$1.71M +$1.71M +7,525 New
BL
534
Balentine LLC
Georgia
$1.68M -$33.8K -147 -2%
MWA
535
Martel Wealth Advisors
Washington
$1.68M +$13.6K +59 +0.8%
WPP
536
Whalerock Point Partners
Rhode Island
$1.67M -$738K -3,210 -31%
SCA
537
Stokes Capital Advisors
South Carolina
$1.66M -$17.2K -75 -1%
JGIA
538
Jackson Grant Investment Advisers
Connecticut
$1.65M +$14.7K +64 +0.9%
PWMAG
539
Pinnacle Wealth Management Advisory Group
New Jersey
$1.65M +$23.4K +102 +1%
KA
540
Klingman & Associates
New York
$1.63M +$78.1K +340 +5%
9WM
541
9258 Wealth Management
Ohio
$1.63M +$1.63M +7,082 New
MWM
542
Merriman Wealth Management
Washington
$1.62M -$532K -2,296 -25%
WB
543
WesBanco Bank
West Virginia
$1.62M -$31K -135 -2%
RTC
544
Riverview Trust Company
Washington
$1.61M +$1.61M +7,016 New
PTC
545
Provident Trust Company
Wisconsin
$1.61M +$1.61M +6,990 New
SCA
546
Snowden Capital Advisors
New York
$1.6M +$58.8K +256 +4%
GBBWRPM
547
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1.59M +$585K +2,547 +58%
CCB
548
Cutter & Co Brokerage
Missouri
$1.59M +$653K +2,841 +70%
BWFA
549
Baltimore-Washington Financial Advisors
Maryland
$1.58M +$133K +580 +9%
AAS
550
Avantax Advisory Services
Texas
$1.58M +$1.58M +6,852 New
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