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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 %
LWA
676
Lenox Wealth Advisors
New York
$464K +$131K +525 +39%
S
677
SignatureFD
Georgia
$461K +$6.74K +27 +1%
PD
678
Planning Directions
Pennsylvania
$457K -$38.2K -153 -8%
FWSM
679
First Wilshire Securities Management
California
$457K – – –
ACM
680
Azimuth Capital Management
Michigan
$456K +$72.4K +290 +19%
BFS
681
Bradley Foster & Sargent
Connecticut
$452K +$452K +1,811 New
DWA
682
Douglass Winthrop Advisors
New York
$451K -$15K -60 -3%
SWA
683
SFMG Wealth Advisors
Texas
$448K – – –
GG
684
GenWealth Group
New Jersey
$446K – – –
WP
685
WealthShield Partners
North Carolina
$442K -$119K -473 -21%
TIM
686
Tortoise Investment Management
New York
$441K -$13.5K -54 -3%
BBA
687
BLB&B Advisors
Pennsylvania
$441K – – –
FWIA
688
Fort Washington Investment Advisors
Ohio
$441K +$63.3K +254 +17%
DWM
689
Doyle Wealth Management
Florida
$438K -$2.5K -10 -0.6%
WHG
690
Westwood Holdings Group
Texas
$436K +$436K +1,749 New
AI
691
Accredited Investors
Minnesota
$424K +$424K +1,701 New
VF
692
Virtu Financial
New York
$420K -$26.5M -106,390 -98%
MCM
693
McRae Capital Management
New Jersey
$419K +$75.7K +303 +22%
GHA
694
GW Henssler & Associates
Georgia
$418K +$418K +1,677 New
1WA
695
180 Wealth Advisors
Washington
$415K +$48.9K +196 +13%
SWM
696
Segment Wealth Management
Texas
$413K – – –
RCAG
697
Rehmann Capital Advisory Group
Michigan
$408K +$41.4K +166 +11%
WTFG
698
Wells Trecaso Financial Group
Ohio
$405K +$28.7K +115 +8%
ACA
699
Atlas Capital Advisors
Wyoming
$401K +$401K +1,554 New
Walleye Trading
700
Walleye Trading
New York
$399K -$324K -1,300 -45%
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