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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 %
VCM
601
Vivaldi Capital Management
Illinois
$1.2M +$159K +691 +15%
BJL
602
Brighton Jones LLC
Washington
$1.2M -$12K -52 -1%
BCM
603
Brookstone Capital Management
Illinois
$1.19M -$1.08M -4,686 -48%
BRWM
604
B. Riley Wealth Management
Tennessee
$1.19M +$1.19M +5,175 New
FSCM
605
Front Street Capital Management
Montana
$1.19M +$19.1K +83 +2%
PL
606
Plancorp LLC
Missouri
$1.17M -$18.4K -80 -2%
XWM
607
Xcel Wealth Management
Florida
$1.16M +$1.16M +5,066 New
BBPWM
608
Blue Bell Private Wealth Management
Pennsylvania
$1.16M -$89.6K -390 -7%
ACM
609
Allred Capital Management
Texas
$1.15M +$1.15M +4,985 New
PTC
610
Private Trust Company
Ohio
$1.14M +$251K +1,094 +28%
JIC
611
Joel Isaacson & Co
New York
$1.14M +$171K +721 +18%
BDF
612
Black Diamond Financial
Maryland
$1.12M +$1.12M +4,917 New
EGA
613
E&G Advisors
Texas
$1.12M – – –
RIM
614
Rampart Investment Management
Connecticut
$1.09M -$929K -4,042 -46%
UWM
615
USAdvisors Wealth Management
Minnesota
$1.08M +$1.08M +4,718 New
PCIA
616
Prime Capital Investment Advisors
Kansas
$1.08M +$829K +3,607 +331%
BW
617
Bison Wealth
Georgia
$1.08M +$1.08M +4,684 New
CAMG
618
CWA Asset Management Group
Florida
$1.07M +$92.6K +403 +9%
EDRH
619
Edmond de Rothschild Holding
Switzerland
$1.07M +$36.8K +160 +4%
NFG
620
Next Financial Group
Texas
$1.06M +$1.01M +4,392 +1,935%
MAS
621
Madden Advisory Services
Florida
$1.06M +$14.5K +63 +1%
BFA
622
Beaumont Financial Advisors
Massachusetts
$1.06M -$243K -1,056 -19%
CIA
623
Capital Investment Advisors
Georgia
$1.04M -$107K -466 -9%
FFBTD
624
First Financial Bank - Trust Division
Ohio
$1.04M – – –
LP
625
LGL Partners
Pennsylvania
$1.04M -$355K -1,545 -25%
23 24
25
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