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Vanguard S&P 500 ETF
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Overview Fund Activity

844 hedge funds and large institutions have $40.7B invested in Vanguard S&P 500 ETF in 2017 Q4 according to their latest regulatory filings, with 157 funds opening new positions, 315 increasing their positions, 225 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
844
Holders Change
+124
Holders Change %
+17.22%
% of All Funds
19.17%
Holding in Top 10
178
Holding in Top 10 Change
+24
Holding in Top 10 Change %
+15.58%
% of All Funds
4.04%
New
157
Increased
315
Reduced
225
Closed
26
Calls
$27M
Puts
$22.5M
Net Calls
+$4.54M
Net Calls Change
+$6.98M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.34B
2
BAPIM
British Airways Pensions Investment Management
United Kingdom
+$355M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$233M
4
NYLIC
New York Life Insurance Company
New York
+$178M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$144M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.13B
2
CI
Clal Insurance
Israel
-$207M
3
RJA
Raymond James & Associates
Florida
-$127M
4
AWM
AE Wealth Management
Kansas
-$75.8M
5
DCM
Dupont Capital Management
Delaware
-$65.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Betterment LLC
676
Betterment LLC
New York
$305K +$71.3K +291 +31%
WAOTB
677
Wealth Advisors of Tampa Bay
Florida
$300K +$300K +1,190 New
NGA
678
Naples Global Advisors
Florida
$299K -$4.9K -20 -2%
CSIC
679
Clifford Swan Investment Counsel
California
$299K – – –
BHTS
680
Bar Harbor Trust Services
Maine
$297K -$11.8K -48 -4%
DMC
681
Drexel Morgan & Co
Pennsylvania
$297K – – –
FC
682
FCA Corp
Texas
$297K – – –
EWA
683
EP Wealth Advisors
California
$295K – – –
SFM
684
Signet Financial Management
New Jersey
$295K – – –
BTNA
685
Bremer Trust National Association
Minnesota
$295K +$295K +1,202 New
LWA
686
Lenox Wealth Advisors
New York
$294K -$5.15K -21 -2%
CC
687
Capital Counsel
New York
$294K – – –
FMWA
688
Forvis Mazars Wealth Advisors
Missouri
$292K – – –
CPP
689
Crow Point Partners
Massachusetts
$290K – – –
AUB
690
Atlantic Union Bankshares
Virginia
$288K – – –
PWW
691
Pettyjohn Wood & White
Virginia
$288K +$6.13K +25 +2%
MWM
692
Meridian Wealth Management
Kentucky
$287K +$11.9K +50 +4%
HIMC
693
Heritage Investors Management Corp
Maryland
$282K -$3.68K -15 -1%
SFSG
694
Stearns Financial Services Group
North Carolina
$280K +$6.86K +28 +3%
APA
695
American Portfolios Advisors
New York
$279K +$279K +1,139 New
CCT
696
Country Club Trust
Missouri
$276K – – –
TWA
697
TCI Wealth Advisors
Arizona
$274K -$10.5K -43 -4%
GAM
698
Gould Asset Management
California
$273K -$4.9K -20 -2%
ZIM
699
Zacks Investment Management
Illinois
$272K -$1.72K -7 -0.6%
RM
700
Resource Management
Louisiana
$270K +$270K +1,105 New
26 27
28
29 30