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Vanguard S&P 500 ETF

942 hedge funds and large institutions have $48.7B invested in Vanguard S&P 500 ETF in 2018 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 387 increasing their positions, 276 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
942
Holders Change
+38
Holders Change %
+4.2%
% of All Funds
21.57%
Holding in Top 10
182
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+3.41%
% of All Funds
4.17%
New
83
Increased
387
Reduced
276
Closed
38
Calls
$47.7M
Puts
$64M
Net Calls
-$16.3M
Net Calls Change
-$26M
Name Holding Trade Value Shares
Change
Shares
Change %
MCM
701
McRae Capital Management
New Jersey
$448K
SWA
702
SFMG Wealth Advisors
Texas
$448K
AA
703
Apriem Advisors
California
$445K +$104K +389 +30%
Carson Wealth (CWM LLC)
704
Carson Wealth (CWM LLC)
Nebraska
$443K +$438K +1,639 +9,106%
SWM
705
Segment Wealth Management
Texas
$442K
WTFG
706
Wells Trecaso Financial Group
Ohio
$441K +$6.68K +25 +2%
SPI
707
Santori & Peters Inc
Pennsylvania
$440K -$137K -514 -24%
1WA
708
180 Wealth Advisors
Washington
$437K -$7.75K -29 -2%
B
709
Bailard
California
$434K +$175K +655 +67%
EC
710
Estate Counselors
Wisconsin
$427K
RE
711
RBC Europe
United Kingdom
$426K +$8.01K +30 +2%
APP
712
Avantax Planning Partners
Iowa
$425K +$12.5K +47 +3%
PIC
713
Portland Investment Counsel
Ontario, Canada
$422K
RIA
714
Regal Investment Advisors
Michigan
$417K +$417K +1,562 New
ACA
715
Atlas Capital Advisors
Wyoming
$417K
JWA
716
JFS Wealth Advisors
Pennsylvania
$416K +$416K +1,556 New
AI
717
Accredited Investors
Minnesota
$410K -$44K -165 -10%
FWSM
718
First Wilshire Securities Management
California
$409K -$80K -300 -16%
IF
719
IRON Financial
Illinois
$406K +$108K +405 +36%
WCM
720
Windham Capital Management
Massachusetts
$401K
MSAM
721
Moloney Securities Asset Management
Missouri
$400K +$43.5K +163 +12%
CHA
722
Carmichael Hill & Associates
Maryland
$394K +$15K +56 +4%
RCM
723
RB Capital Management
Nevada
$388K -$3.84M -14,382 -91%
SAM
724
SP Asset Management
California
$386K
DOA
725
D'Orazio & Associates
Virginia
$381K