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Vanguard S&P 500 ETF
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Overview Fund Activity

874 hedge funds and large institutions have $40.4B invested in Vanguard S&P 500 ETF in 2018 Q1 according to their latest regulatory filings, with 89 funds opening new positions, 371 increasing their positions, 265 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
874
Holders Change
+30
Holders Change %
+3.55%
% of All Funds
20.06%
Holding in Top 10
176
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-1.12%
% of All Funds
4.04%
New
89
Increased
371
Reduced
265
Closed
50
Calls
$31.2M
Puts
$21.7M
Net Calls
+$9.5M
Net Calls Change
+$4.95M

Top Buyers

1
MSL
Mackay Shields LLC
New York
$417M
2
VA
Valmark Advisers
Ohio
$402M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.85B
4
RJA
Raymond James & Associates
Florida
$2.57B
5
Goldman Sachs
Goldman Sachs
New York
$826M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$3.45B
2
CM
Churchill Management
California
$22.7M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$1.23B
4
S
Schroders
United Kingdom
$831M
5
PPA
Parametric Portfolio Associates
Washington
$2.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
651
Cadence Bank
Mississippi
$463K – – –
MWA
652
MFA Wealth Advisors
Pennsylvania
$461K +$461K +1,888 New
CB
653
Community Bank
New York
$460K -$484K -1,999 -51%
1SB
654
1ST Source Bank
Indiana
$460K – – –
TWM
655
Titus Wealth Management
California
$459K +$189K +1,393 +70%
FMBTD
656
First Midwest Bank Trust Division
Illinois
$459K +$459K +1,899 New
HPC
657
Hobart Private Capital
North Carolina
$458K -$40.2K -166 -8%
RWA
658
River Wealth Advisors
Pennsylvania
$455K +$455K +1,878 New
CA
659
Cornerstone Advisory
Maryland
$453K +$242 +1 +0.1%
DWA
660
Douglass Winthrop Advisors
New York
$452K +$452K +1,866 New
FMWA
661
Forvis Mazars Wealth Advisors
Missouri
$447K +$159K +656 +55%
FWSM
662
First Wilshire Securities Management
California
$444K – – –
TIM
663
Tortoise Investment Management
New York
$441K +$1.94K +8 +0.4%
S
664
SignatureFD
Georgia
$441K +$4.84K +20 +1%
LRPA
665
L. Roy Papp & Associates
Arizona
$439K +$439K +1,812 New
APP
666
Avantax Planning Partners
Iowa
$438K +$242 +1 +0.1%
SAS
667
Stelac Advisory Services
New York
$438K +$438K +1,808 New
CCM
668
Catawba Capital Management
Virginia
$434K – – –
GG
669
GenWealth Group
New Jersey
$434K – – –
SWA
670
SFMG Wealth Advisors
Texas
$434K +$17.2K +71 +4%
BBA
671
BLB&B Advisors
Pennsylvania
$428K – – –
DWM
672
Doyle Wealth Management
Florida
$427K +$46.7K +193 +12%
BHIA
673
Birch Hill Investment Advisors
Massachusetts
$412K – – –
SWM
674
Segment Wealth Management
Texas
$400K – – –
OPCM
675
Osborne Partners Capital Management
California
$389K -$1.65M -6,810 -81%
25 26
27
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