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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 %
WT
576
Whittier Trust
California
$1.38M +$37K +161 +3%
ZCA
577
Zeke Capital Advisors
Pennsylvania
$1.38M – – –
BBA
578
Braun-Bostich & Associates
Pennsylvania
$1.38M +$1.38M +5,985 New
GA
579
Greytown Advisors
Florida
$1.36M +$52.9K +230 +4%
AF
580
Apexium Financial
Texas
$1.34M +$1.34M +5,832 New
ACP
581
Aveo Capital Partners
Colorado
$1.33M +$211K +918 +19%
BPWA
582
Beacon Pointe Wealth Advisors
California
$1.33M +$1.33M +5,778 New
B
583
Bailard
California
$1.32M +$946K +4,116 +253%
MHI
584
Miller Howard Investments
New York
$1.31M +$1.31M +5,681 New
LPWM
585
Lake Point Wealth Management
Texas
$1.3M +$1.3M +5,657 New
PA
586
Parkside Advisors
California
$1.29M +$1.29M +5,611 New
HCM
587
Hollencrest Capital Management
California
$1.28M -$519K -2,260 -29%
MA
588
Montag & Associates
Georgia
$1.27M +$510K +2,221 +67%
DI
589
DFPG Investments
Utah
$1.27M +$1.27M +5,510 New
FNC
590
First National Corp
Massachusetts
$1.26M +$1.26M +5,473 New
AP
591
Arlington Partners
Alabama
$1.25M – – –
GCA
592
Guardian Capital Advisors
Ontario, Canada
$1.24M +$1.24M +5,255 New
RA
593
RFG Advisory
Alabama
$1.24M +$111K +484 +10%
NWP
594
Northstar Wealth Partners
Connecticut
$1.24M -$4.6K -20 -0.4%
AFM
595
Andesa Financial Management
Pennsylvania
$1.23M -$564K -2,456 -31%
CIM
596
Contravisory Investment Management
Massachusetts
$1.23M +$125K +545 +11%
CS
597
Cannell & Spears
New York
$1.22M +$10.3K +45 +0.9%
HH
598
Hilltop Holdings
Texas
$1.22M +$1.22M +5,300 New
JGUA
599
John G. Ullman & Associates
New York
$1.21M +$418K +1,818 +53%
PWG
600
Private Wealth Group
Florida
$1.21M – – –
22 23
24
25 26