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Vanguard S&P 500 ETF
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Overview Fund Activity

720 hedge funds and large institutions have $34.9B invested in Vanguard S&P 500 ETF in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 308 increasing their positions, 210 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+27
Holders Change %
+3.9%
% of All Funds
17.98%
Holding in Top 10
154
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.32%
% of All Funds
3.85%
New
67
Increased
308
Reduced
210
Closed
33
Calls
$33.7M
Puts
$36.1M
Net Calls
-$2.44M
Net Calls Change
-$9.56M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.61B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.18B
4
Bank of America
4
Bank of America
North Carolina
$3.42B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$174M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$0
2
CI
2
Clal Insurance
Israel
$731M
3
SS
3
Simplicity Solutions
Minnesota
$13.2M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$105M
5
DCM
5
Dupont Capital Management
Delaware
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFC
601
First Financial Corp
Indiana
$290K +$290K +1,255 New
BWFA
602
Baltimore-Washington Financial Advisors
Maryland
$289K – – –
TG
603
Threshold Group
Washington
$287K – – –
NGA
604
Naples Global Advisors
Florida
$286K -$11.5K -50 -4%
LIA
605
LS Investment Advisors
Michigan
$283K – – –
LWA
606
Lenox Wealth Advisors
New York
$282K -$11.3K -49 -4%
CSIC
607
Clifford Swan Investment Counsel
California
$282K – – –
DMC
608
Drexel Morgan & Co
Pennsylvania
$279K – – –
FC
609
FCA Corp
Texas
$279K – – –
EWA
610
EP Wealth Advisors
California
$278K -$15.2K -66 -5%
JGUA
611
John G. Ullman & Associates
New York
$278K +$15K +65 +6%
SFM
612
Signet Financial Management
New Jersey
$278K +$278K +1,203 New
CC
613
Capital Counsel
New York
$277K – – –
DWM
614
Doyle Wealth Management
Florida
$277K +$27.9K +121 +11%
FMWA
615
Forvis Mazars Wealth Advisors
Missouri
$275K – – –
AUB
616
Atlantic Union Bankshares
Virginia
$272K -$23.1K -100 -8%
CPP
617
Crow Point Partners
Massachusetts
$271K +$271K +1,180 New
HIMC
618
Heritage Investors Management Corp
Maryland
$269K +$10.2K +44 +4%
TWA
619
TCI Wealth Advisors
Arizona
$268K +$55K +238 +26%
JCM
620
Jacobi Capital Management
Pennsylvania
$268K +$63K +270 +31%
BAS
621
Brown Advisory Securities
Maryland
$268K +$268K +1,160 New
MWM
622
Meridian Wealth Management
Kentucky
$266K +$18.7K +81 +8%
PWW
623
Pettyjohn Wood & White
Virginia
$265K +$11.5K +50 +5%
GAM
624
Gould Asset Management
California
$262K – – –
CCT
625
Country Club Trust
Missouri
$260K +$260K +1,125 New
23 24
25
26 27