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Vanguard S&P 500 ETF
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Overview Fund Activity

720 hedge funds and large institutions have $34.9B invested in Vanguard S&P 500 ETF in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 308 increasing their positions, 210 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+27
Holders Change %
+3.9%
% of All Funds
17.98%
Holding in Top 10
154
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.32%
% of All Funds
3.85%
New
67
Increased
308
Reduced
210
Closed
33
Calls
$33.7M
Puts
$36.1M
Net Calls
-$2.44M
Net Calls Change
-$9.56M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.61B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.18B
4
Bank of America
4
Bank of America
North Carolina
$3.42B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$174M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$0
2
CI
2
Clal Insurance
Israel
$731M
3
SS
3
Simplicity Solutions
Minnesota
$13.2M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$105M
5
DCM
5
Dupont Capital Management
Delaware
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
701
Hartford Financial Management
Connecticut
$23K +$23K +100 New
HR
702
Howe & Rusling
New York
$21K +$21K +90 New
LYV
703
Live Your Vision
Pennsylvania
$15K – – –
RCG
704
Ruggie Capital Group
Florida
$12K – – –
WTB
705
Washington Trust Bank
Washington
$11K – – –
LNB
706
Ledyard National Bank
$11K +$11K +49 New
YWP
707
YorkBridge Wealth Partners
New York
$10K – – –
WAS
708
Winch Advisory Services
Wisconsin
$8K +$8K +33 New
PCFFS
709
Pacific Center for Financial Services
California
$7K – – –
PFGIA
710
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
ARMC
711
American Research & Management Company
Massachusetts
$5K +$250 +1 +5%
WCM
712
Wealthcare Capital Management
Virginia
$4K – – –
RCM
713
RB Capital Management
Nevada
$3.58K +$3 +11 +0.1%
VFA
714
Valeo Financial Advisors
Indiana
$3K +$3K +14 New
IWMA
715
Ironwood Wealth Management (Arizona)
Arizona
$3K +$3K +14 New
SFPIA
716
Stevens First Principles Investment Advisors
California
$2K – – –
CCM
717
Cribstone Capital Management
Maine
$2K – – –
Walleye Trading
718
Walleye Trading
New York
$1.8K +$138 +600 +8%
FA
719
Fortis Advisors
Pennsylvania
$1K – – –
TFA
720
Transamerica Financial Advisors
Florida
$1K – – –
MFRM
721
Milliman Financial Risk Management
Illinois
– -$1.34B -6,020,846 Closed
FWM
722
FFT Wealth Management
Pennsylvania
– -$12.3M -55,564 Closed
SAM
723
SignalPoint Asset Management
Missouri
– -$6.27M -28,243 Closed
QA
724
Quantitative Advantage
Minnesota
– -$6.18M -27,817 Closed
CS
725
Credit Suisse
Switzerland
– -$4.9M -22,067 Closed
27 28
29
30 31