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Vanguard S&P 500 ETF
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Overview Fund Activity

680 hedge funds and large institutions have $31.3B invested in Vanguard S&P 500 ETF in 2017 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 322 increasing their positions, 173 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
680
Holders Change
+48
Holders Change %
+7.59%
% of All Funds
16.95%
Holding in Top 10
153
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+11.68%
% of All Funds
3.81%
New
81
Increased
322
Reduced
173
Closed
29
Calls
$39.6M
Puts
$66.3M
Net Calls
-$26.8M
Net Calls Change
-$22.3M

Top Buyers

1
RJA
Raymond James & Associates
Florida
$1.67B
2
MML Investors Services
MML Investors Services
Massachusetts
$356M
3
Vanguard Group
Vanguard Group
Pennsylvania
$1.21B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$804M
5
Ameriprise
Ameriprise
Minnesota
$693M

Top Sellers

1
Citigroup
Citigroup
New York
$373M
2
PPA
Parametric Portfolio Associates
Washington
$2.16B
3
MIFH
Migdal Insurance & Financial Holdings
Israel
$208M
4
IL
Investure LLC
Virginia
$54.2M
5
CI
Clal Insurance
Israel
$1.02B
Name Holding Trade Value Shares
Change 		Shares
Change %
ATIA
601
American Trust Investment Advisors
New Hampshire
$203K +$203K +940 New
HT
602
Heritage Trust
Oklahoma
$188K +$188K +867 New
WAP
603
Wealthcare Advisory Partners
Pennsylvania
$185K -$46.4K -214 -20%
IAS
604
INR Advisory Services
Pennsylvania
$171K – – –
WEC
605
Winslow Evans & Crocker
Massachusetts
$170K +$23.8K +110 +16%
NFG
606
Next Financial Group
Texas
$170K -$491K -2,241 -74%
CFA
607
Carroll Financial Associates
North Carolina
$169K -$2.84K -14 -2%
AIM
608
Anchor Investment Management
South Carolina
$157K +$33.1K +153 +27%
HI
609
Hudock Inc
Pennsylvania
$157K +$1.72K +8 +1%
BFEC
610
Benjamin F. Edwards & Company
Missouri
$153K -$61.9K -287 -29%
TWA
611
TCI Wealth Advisors
Arizona
$148K +$122K +563 +469%
TSW
612
Thompson Siegel & Walmsley
Virginia
$143K +$143K +660 New
SAM
613
Solaris Asset Management
New York
$142K +$142K +656 New
FNB
614
Farmers National Bank
Kentucky
$138K – – –
RWA
615
Ropes Wealth Advisors
Massachusetts
$135K -$11.5K -53 -8%
VWM
616
Valley Wealth Managers
New Jersey
$132K – – –
MFW
617
Mosaic Family Wealth
Missouri
$125K -$19.6K -91 -14%
IP
618
Intellectus Partners
California
$119K – – –
HNB
619
Huntington National Bank
Ohio
$115K – – –
VCM
620
Versant Capital Management
Arizona
$111K – – –
BWA
621
Burt Wealth Advisors
Maryland
$107K – – –
CTC
622
Central Trust Company
Missouri
$107K +$71.4K +331 +201%
PFO
623
Pathstone Family Office
New Jersey
$106K +$106K +492 New
SLF
624
Sun Life Financial
Ontario, Canada
$99.6K +$99.6K +15,505 New
PFBT
625
Parkside Financial Bank & Trust
Missouri
$99K – – –
23 24
25
26 27