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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 %
AP
726
Appleton Partners
Massachusetts
$230K – – –
GW
727
GW & Wade
Massachusetts
$228K +$736 +3 +0.3%
UBS AM
728
UBS AM
Illinois
$226K +$104K +422 +84%
NFG
729
Next Financial Group
Texas
$225K +$116K +472 +106%
ACM
730
Avalon Capital Management
California
$221K -$15.2K -62 -6%
RC
731
Roundview Capital
New Jersey
$221K -$7.13K -29 -3%
IWA
732
Intercontinental Wealth Advisors
Texas
$216K – – –
OPWM
733
Oak Point Wealth Management
Michigan
$216K +$216K +881 New
CWM
734
Cahaba Wealth Management
Georgia
$215K +$215K +878 New
CHJWM
735
Carlton Hofferkamp & Jenks Wealth Management
Texas
$215K +$215K +880 New
FA
736
FCG Advisors
New Jersey
$213K -$364K -1,822 -63%
MPWT
737
MassMutual Private Wealth & Trust
Connecticut
$212K – – –
CL
738
CPWM LLC
Washington
$212K -$17.4K -71 -8%
AWA
739
ARS Wealth Advisors
Florida
$210K -$5.89K -24 -3%
PFBT
740
Parkside Financial Bank & Trust
Missouri
$210K +$49.2K +201 +31%
BCFS
741
Butensky & Cohen Financial Security
Florida
$210K +$210K +855 New
CRWM
742
Castle Rock Wealth Management
California
$209K +$209K +852 New
AF
743
Advisornet Financial
Minnesota
$207K +$207K +842 New
CB
744
CNB Bank
Pennsylvania
$202K +$202K +824 New
MWAC
745
Mariner Wealth Advisors (Cincinnati)
Ohio
$200K +$200K +817 New
Members Trust
746
Members Trust
Florida
$200K +$200K +817 New
VFA
747
Valeo Financial Advisors
Indiana
$198K +$195K +792 +5,657%
CC
748
Claybrook Capital
Massachusetts
$198K +$198K +809 New
MOS
749
MGO One Seven
Ohio
$193K +$193K +785 New
SFSIG
750
San Francisco Sentry Investment Group
California
$173K – – –
28 29
30
31 32