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Vanguard S&P 500 ETF
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Overview Fund Activity

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.17%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.34B
2
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$355M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$233M
4
NYLIC
New York Life Insurance Company
New York
+$178M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$144M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.13B
2
CI
Clal Insurance
Israel
-$207M
3
RJA
Raymond James & Associates
Florida
-$127M
4
AWM
AE Wealth Management
Kansas
-$75.8M
5
DCM
Dupont Capital Management
Delaware
-$65.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
551
Ferguson Wellman Capital Management
Oregon
$764K +$9.81K +40 +1%
RMAM
552
Raab & Moskowitz Asset Management
New Jersey
$752K -$58.3K -238 -7%
VDI
553
Vaughan David Investments
Illinois
$752K +$752K +3,067 New
AWM
554
Altavista Wealth Management
North Carolina
$751K +$54.4K +222 +8%
CPIA
555
Cornell Pochily Investment Advisors
New York
$749K +$749K +3,055 New
OWD
556
Osborn Williams & Donohoe
Ohio
$744K +$24K +98 +3%
RWP
557
RWA Wealth Partners
Massachusetts
$741K -$74.6K -304 -9%
BWFA
558
Baltimore-Washington Financial Advisors
Maryland
$738K +$431K +1,757 +140%
WAP
559
Wealthcare Advisory Partners
Pennsylvania
$736K -$32.4K -132 -4%
ATFA
560
All Terrain Financial Advisors
Minnesota
$736K +$736K +3,000 New
I
561
IberiaBank
Louisiana
$723K +$244K +979 +51%
DY
562
Dowling & Yahnke
California
$721K – – –
CA
563
Capital Advantage
California
$717K -$27.2K -111 -4%
DSC
564
Duncker Streett & Co
Missouri
$713K +$49.6K +202 +7%
Chevy Chase Trust
565
Chevy Chase Trust
Maryland
$710K +$149K +608 +27%
CMO
566
Covenant Multifamily Offices
Texas
$708K – – –
NDSI
567
Newman Dignan & Sheerar Inc
Rhode Island
$708K +$192K +782 +37%
AIIMS
568
Analyst IMS Investment Management Services
Israel
$704K – – –
VCAM
569
Van Cleef Asset Management
Ohio
$699K – – –
CIC
570
Cornercap Investment Counsel
Georgia
$699K +$3.19K +13 +0.5%
W
571
WealthShield
North Carolina
$698K +$698K +2,825 New
WP
572
WealthShield Partners
North Carolina
$698K +$698K +2,825 New
RWA
573
RGT Wealth Advisors
Texas
$696K – – –
MMPW
574
Mitchell McLeod Pugh & Williams
Alabama
$678K – – –
IAA
575
Ironsides Asset Advisors
North Carolina
$678K +$678K +2,765 New
21 22
23
24 25