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Vanguard S&P 500 ETF
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Overview Fund Activity

693 hedge funds and large institutions have $32.9B invested in Vanguard S&P 500 ETF in 2017 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 330 increasing their positions, 190 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
693
Holders Change
+13
Holders Change %
+1.91%
% of All Funds
17.3%
Holding in Top 10
152
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-0.65%
% of All Funds
3.8%
New
61
Increased
330
Reduced
190
Closed
38
Calls
$27.3M
Puts
$20.1M
Net Calls
+$7.12M
Net Calls Change
+$33.9M

Top Buyers

1
RJA
Raymond James & Associates
Florida
$2.03B
2
Bank of America
Bank of America
North Carolina
$3.16B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.29B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1B
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.37B

Top Sellers

1
MML Investors Services
MML Investors Services
Massachusetts
$32.7M
2
DCM
Dupont Capital Management
Delaware
$126M
3
RIM
Rampart Investment Management
Connecticut
$968K
4
PPA
Parametric Portfolio Associates
Washington
$2.12B
5
Goldman Sachs
Goldman Sachs
New York
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
BHTS
576
Bar Harbor Trust Services
Maine
$298K -$44.4K -200 -13%
BAM
577
Berkshire Asset Management
Pennsylvania
$296K +$296K +1,332 New
SFSG
578
Stearns Financial Services Group
North Carolina
$295K -$56.9K -256 -16%
OWM
579
Orgel Wealth Management
Wisconsin
$292K -$192K -866 -40%
CAM
580
Cidel Asset Management
Ontario, Canada
$290K – – –
AF
581
Allworth Financial
California
$288K – – –
NGA
582
Naples Global Advisors
Florida
$286K – – –
LWA
583
Lenox Wealth Advisors
New York
$282K +$15.5K +70 +6%
EWA
584
EP Wealth Advisors
California
$282K +$282K +1,270 New
BWFA
585
Baltimore-Washington Financial Advisors
Maryland
$278K +$278K +1,254 New
TG
586
Threshold Group
Washington
$276K +$29.3K +132 +12%
LIA
587
LS Investment Advisors
Michigan
$273K +$222K +1,000 +439%
CSIC
588
Clifford Swan Investment Counsel
California
$271K +$271K +1,221 New
AP
589
Appleton Partners
Massachusetts
$269K -$121K -545 -31%
FC
590
FCA Corp
Texas
$269K -$22.2K -100 -8%
DMC
591
Drexel Morgan & Co
Pennsylvania
$269K – – –
SWA
592
SFMG Wealth Advisors
Texas
$267K – – –
PNAA
593
Pictet North America Advisors
Switzerland
$266K -$554K -2,500 -68%
CC
594
Capital Counsel
New York
$266K – – –
FMWA
595
Forvis Mazars Wealth Advisors
Missouri
$265K -$13.8K -62 -5%
IF
596
IRON Financial
Illinois
$262K +$262K +1,181 New
MCM
597
McRae Capital Management
New Jersey
$255K – – –
JGUA
598
John G. Ullman & Associates
New York
$253K -$9.54K -43 -4%
GAM
599
Gould Asset Management
California
$252K – – –
SG
600
StoneX Group
New York
$249K +$249K +1,119 New
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