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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 %
BMO
651
Beck Mack & Oliver
New York
$915K – – –
BI
652
Bredin Investment
Delaware
$912K – – –
HPC
653
Hobart Private Capital
North Carolina
$907K +$320K +1,391 +54%
FHC
654
First Heartland Consultants
Missouri
$899K +$73.3K +319 +9%
OWP
655
Obermeyer Wealth Partners
Colorado
$896K +$896K +3,900 New
VDI
656
Vaughan David Investments
Illinois
$889K +$184K +800 +26%
ACI
657
Alpha Cubed Investments
California
$878K +$447K +1,947 +104%
CIA
658
Choate Investment Advisors
Massachusetts
$860K -$5.02M -21,837 -85%
NB
659
Nicolet Bankshares
Wisconsin
$849K – – –
FI
660
FormulaFolio Investments
Michigan
$836K – – –
IGGA
661
Iron Gate Global Advisors
Utah
$831K -$2.76K -12 -0.3%
IWM
662
IHT Wealth Management
Illinois
$830K +$126K +550 +18%
RMAM
663
Raab & Moskowitz Asset Management
New Jersey
$829K +$184K +801 +29%
IIC
664
Integrated Investment Consultants
Michigan
$824K -$437K -1,900 -35%
RWP
665
RWA Wealth Partners
Massachusetts
$813K +$250K +1,087 +44%
IC
666
Inverness Counsel
New York
$807K -$913K – –
PPSG
667
Princeton Portfolio Strategies Group
New Jersey
$805K +$498K +2,166 +162%
FMBTD
668
First Midwest Bank Trust Division
Illinois
$801K +$380K +1,653 +90%
W
669
WealthOne
New York
$801K +$801K +3,485 New
CHA
670
Cooper/Haims Advisors
New York
$799K +$572K +2,486 +251%
BEC
671
Blue Edge Capital
Virginia
$797K +$73.8K +321 +10%
VFA
672
Valeo Financial Advisors
Indiana
$795K +$303K +1,321 +62%
MIG
673
McGuire Investment Group
Rhode Island
$790K – – –
CB
674
Commerce Bank
Missouri
$787K +$40.2K +175 +5%
BSW
675
Buckingham Strategic Wealth
Missouri
$781K +$565K +2,460 +262%
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