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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 %
SFSG
626
Stearns Financial Services Group
North Carolina
$257K -$48.9K -212 -16%
ZIM
627
Zacks Investment Management
Illinois
$257K +$257K +1,114 New
IFAM
628
Institutional & Family Asset Management
Colorado
$250K +$250K +1,083 New
SFG
629
SNS Financial Group
Minnesota
$248K +$248K +1,076 New
FNT
630
First National Trust
Pennsylvania
$244K – – –
IF
631
IRON Financial
Illinois
$242K -$30.2K -131 -11%
FIAS
632
FinTrust Investment Advisory Services
South Carolina
$240K +$240K +1,038 New
CPA
633
Court Place Advisors
Maryland
$234K +$1.16K +5 +0.5%
AFP
634
Ausdal Financial Partners
Iowa
$233K +$4.38K +19 +2%
PWMAG
635
Pinnacle Wealth Management Advisory Group
New Jersey
$231K – – –
HCA
636
Harbour Capital Advisors
Virginia
$231K – – –
SIA
637
Starfire Investment Advisers
Michigan
$231K +$231K +1,003 New
CAM
638
Covenant Asset Management
New Jersey
$225K – – –
WS
639
Wedbush Securities
California
$225K +$225K +975 New
ACM
640
Avalon Capital Management
California
$222K +$222K +962 New
Betterment LLC
641
Betterment LLC
New York
$220K +$923 +4 +0.4%
AF
642
Allworth Financial
California
$219K -$80.2K -347 -27%
AP
643
Appleton Partners
Massachusetts
$216K -$63.4K -275 -23%
CL
644
CPWM LLC
Washington
$216K +$216K +936 New
S
645
SignatureFD
Georgia
$215K – – –
STMM
646
South Texas Money Management
Texas
$214K – – –
GW
647
GW & Wade
Massachusetts
$214K +$3.24K +14 +2%
RC
648
Roundview Capital
New Jersey
$214K +$214K +928 New
PWAG
649
Polaris Wealth Advisory Group
California
$206K +$206K +891 New
RC
650
Rinet Company
Massachusetts
$204K +$204K +885 New
24 25
26
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