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Vanguard S&P 500 ETF
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Overview Fund Activity

904 hedge funds and large institutions have $40.8B invested in Vanguard S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
904
Holders Change
+30
Holders Change %
+3.43%
% of All Funds
20.72%
Holding in Top 10
176
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.03%
New
76
Increased
394
Reduced
263
Closed
37
Calls
$57.4M
Puts
$47.7M
Net Calls
+$9.66M
Net Calls Change
+$164K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$153M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$141M
3
Morgan Stanley
Morgan Stanley
New York
+$93.2M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$71.6M
5
AssetMark Inc
AssetMark Inc
California
+$70.7M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$805M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$179M
3
S
Schroders
United Kingdom
-$174M
4
IL
Investure LLC
Virginia
-$159M
5
GT
Glenmede Trust
Pennsylvania
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
651
Bingham Osborn & Scarborough
California
$515K +$2.75K +11 +0.5%
CIA
652
Covington Investment Advisors
Pennsylvania
$508K +$2.25K +9 +0.4%
CW
653
CreativeOne Wealth
Kansas
$500K +$242K +970 +94%
FMWA
654
Forvis Mazars Wealth Advisors
Missouri
$497K +$36.2K +145 +8%
AWM
655
Aries Wealth Management
Maine
$496K – – –
MWA
656
MFA Wealth Advisors
Pennsylvania
$494K – – –
TWM
657
Titus Wealth Management
California
$493K -$349K -1,400 -41%
SBIA
658
Sheaff Brock Investment Advisors
Indiana
$493K -$150K -600 -23%
OWM
659
Orgel Wealth Management
Wisconsin
$493K -$147K -587 -23%
IAM
660
Integre Asset Management
New York
$492K +$148K +592 +43%
SBSB
661
Sullivan, Bruyette, Speros & Blaney
Virginia
$490K -$103K -413 -17%
BHIA
662
Birch Hill Investment Advisors
Massachusetts
$489K +$64.7K +259 +15%
I
663
IberiaBank
Louisiana
$489K +$253K +1,013 +107%
CCM
664
Catawba Capital Management
Virginia
$488K +$40K +160 +9%
HC
665
Hamilton Capital
Ohio
$485K +$2.24K +9 +0.5%
TFS
666
TrustCore Financial Services
Tennessee
$484K -$16.5K -66 -3%
BCP
667
Berkeley Capital Partners
Georgia
$483K -$19.7M -78,887 -98%
NEPPG
668
New England Professional Planning Group
Rhode Island
$481K – – –
CB
669
Cadence Bank
Mississippi
$477K – – –
HF
670
HRT Financial
New York
$477K +$477K +1,914 New
BFC
671
Bedel Financial Consulting
Indiana
$474K -$35.5K -142 -7%
1SB
672
1ST Source Bank
Indiana
$474K – – –
CB
673
Community Bank
New York
$474K – – –
RWA
674
River Wealth Advisors
Pennsylvania
$474K +$5K +20 +1%
CA
675
Cornerstone Advisory
Maryland
$467K +$499 +2 +0.1%
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