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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 %
NSB
601
Norway Savings Bank
Maine
$34K +$34K +165 New
FWM
602
Focused Wealth Management
New York
$33K -$22.3K -107 -40%
GBBWRPM
603
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$33K +$206 +1 +0.6%
BCFS
604
Butensky & Cohen Financial Security
Florida
$33K +$22.3K +110 +208%
IWM
605
IHT Wealth Management
Illinois
$31K +$31K +150 New
FPFS
606
First Personal Financial Services
North Carolina
$27K – – –
TWA
607
TCI Wealth Advisors
Arizona
$25K – – –
JWA
608
JFS Wealth Advisors
Pennsylvania
$21K – – –
CB
609
Community Bank
New York
$21K – – –
PG
610
Patten Group
Tennessee
$21K – – –
LWCFA
611
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K – – –
TC
612
Trust Company
Kansas
$21K +$21K +100 New
SSB
613
Sandy Spring Bank
Maryland
$21K +$21K +100 New
RFM
614
Royal Fund Management
Florida
$20K +$20K +100 New
PWM
615
Perigon Wealth Management
California
$14K -$45.2K -210 -76%
GI
616
Gradient Investments
Minnesota
$14K -$8.7K -41 -38%
LYV
617
Live Your Vision
Pennsylvania
$13K +$13K +64 New
CHC
618
City Holding Co
West Virginia
$11K +$11K +53 New
JCM
619
Jacobi Capital Management
Pennsylvania
$10K – – –
WTB
620
Washington Trust Bank
Washington
$10K – – –
CDIA
621
Capital Directions Investment Advisors
Georgia
$10K +$10K +50 New
PFGIA
622
Patriot Financial Group Insurance Agency
Massachusetts
$7K +$7K +32 New
PCFFS
623
Pacific Center for Financial Services
California
$6K +$6K +29 New
LWM
624
LBA Wealth Management
Florida
$5K – – –
WCM
625
Wealthcare Capital Management
Virginia
$4K -$31.6K -142 -89%
23 24
25
26 27