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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
$4.98B
2
BAPIM
British Airways Pensions Investment Management
United Kingdom
$355M
3
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.51B
4
NYLIC
New York Life Insurance Company
New York
$363M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.4B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.65B
2
CI
Clal Insurance
Israel
$571M
3
RJA
Raymond James & Associates
Florida
$2.39B
4
AWM
AE Wealth Management
Kansas
$147M
5
DCM
Dupont Capital Management
Delaware
$8.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
701
Hartford Financial Management
Connecticut
$269K +$245K +1,000 +1,000%
PWM
702
Perigon Wealth Management
California
$269K +$269K +1,095 +54,750%
CAC
703
Certified Advisory Corp
Florida
$269K +$269K +5,137 New
BSW
704
Buckingham Strategic Wealth
Missouri
$268K +$268K +1,094 New
AFP
705
Ausdal Financial Partners
Iowa
$264K +$16.2K +66 +7%
SCM
706
SOL Capital Management
Maryland
$261K +$261K +1,065 New
PNAA
707
Pictet North America Advisors
Switzerland
$259K +$259K +1,056 New
IF
708
IRON Financial
Illinois
$258K – – –
CHA
709
Carmichael Hill & Associates
Maryland
$258K +$258K +1,051 New
JCM
710
Jacobi Capital Management
Pennsylvania
$255K -$34K -135 -12%
FIAS
711
FinTrust Investment Advisory Services
South Carolina
$255K – – –
ICOA
712
Investment Centers of America
North Dakota
$254K -$7.95M -32,439 -97%
SFG
713
SNS Financial Group
Minnesota
$253K -$11K -45 -4%
TL
714
TrueWealth LLC
Georgia
$252K +$252K +1,027 New
CCM
715
Coldstream Capital Management
Washington
$250K -$87.6K -357 -26%
CPA
716
Court Place Advisors
Maryland
$249K +$979 +4 +0.4%
PWMAG
717
Pinnacle Wealth Management Advisory Group
New Jersey
$245K – – –
HCA
718
Harbour Capital Advisors
Virginia
$245K – – –
IFAM
719
Institutional & Family Asset Management
Colorado
$244K -$21.6K -88 -8%
CAM
720
Covenant Asset Management
New Jersey
$240K – – –
DWM
721
Dakota Wealth Management
Florida
$240K +$240K +980 New
WS
722
Wedbush Securities
California
$239K +$245 +1 +0.1%
CMBA
723
C.M. Bidwell & Associates
Hawaii
$237K +$237K +965 New
PWAG
724
Polaris Wealth Advisory Group
California
$235K +$16.9K +69 +8%
TTWM
725
TCV Trust & Wealth Management
Virginia
$235K +$235K +959 New
27 28
29
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