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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 %
CB
651
Community Bank
New York
$22K – – –
PG
652
Patten Group
Tennessee
$22K – – –
JWA
653
JFS Wealth Advisors
Pennsylvania
$21K – – –
RFM
654
Royal Fund Management
Florida
$21K – – –
BBHC
655
Brown Brothers Harriman & Co
New York
$21K +$21K +99 New
HFM
656
Hartford Financial Management
Connecticut
$21K +$21K +100 New
BIG
657
Bellwether Investment Group
Tennessee
$15K -$299K -1,416 -95%
LYV
658
Live Your Vision
Pennsylvania
$14K – – –
GI
659
Gradient Investments
Minnesota
$14K – – –
IPC
660
Independent Portfolio Consultants
Florida
$14K +$14K +65 New
WP
661
WealthPLAN Partners
Nebraska
$12.9K +$12.9K +60 New
JCM
662
Jacobi Capital Management
Pennsylvania
$11K – – –
CHC
663
City Holding Co
West Virginia
$11K – – –
RCG
664
Ruggie Capital Group
Florida
$11K +$11K +50 New
WTB
665
Washington Trust Bank
Washington
$10K – – –
YWP
666
YorkBridge Wealth Partners
New York
$9K +$9K +42 New
PCFFS
667
Pacific Center for Financial Services
California
$6K – – –
Toronto Dominion Bank
668
Toronto Dominion Bank
Ontario, Canada
$6K +$6K +30 New
PFGIA
669
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$1.4K -7 -22%
ARMC
670
American Research & Management Company
Massachusetts
$4K – – –
WCM
671
Wealthcare Capital Management
Virginia
$4K – – –
PWM
672
Perigon Wealth Management
California
$3K -$10K -50 -77%
CCM
673
Cribstone Capital Management
Maine
$2K -$1K -5 -33%
SFPIA
674
Stevens First Principles Investment Advisors
California
$2K – – –
EWM
675
Edge Wealth Management
New York
$2K +$2K +10 New
25 26
27
28 29