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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 %
CA
751
Calton & Associates
Florida
$172K +$172K +664 New
IP
752
Intellectus Partners
California
$166K – – –
MWM
753
Mascoma Wealth Management
New Hampshire
$157K -$31.6K -125 -17%
TFO
754
Tarbox Family Office
California
$145K +$145K +593 New
CCM
755
Covington Capital Management
California
$135K – – –
IWP
756
Icon Wealth Partners
Texas
$135K +$135K +549 New
HT
757
Heritage Trust
Oklahoma
$127K – – –
VCM
758
Versant Capital Management
Arizona
$127K +$1.47K +6 +1%
DOA
759
D'Orazio & Associates
Virginia
$123K +$123K +500 New
BWA
760
Burt Wealth Advisors
Maryland
$121K – – –
HNB
761
Huntington National Bank
Ohio
$110K -$165K – –
ME
762
McIlrath & Eck
Washington
$108K +$108K +440 New
PCIA
763
Prime Capital Investment Advisors
Kansas
$104K +$104K +425 New
PFA
764
Pathway Financial Advisors
Vermont
$101K +$101K +412 New
BFEC
765
Benjamin F. Edwards & Company
Missouri
$99K -$56.5K -230 -36%
THWM
766
Taylor Hoffman Wealth Management
Virginia
$99K +$99K +403 New
CTC
767
Central Trust Company
Missouri
$98K -$7.37K -30 -7%
LF
768
Lee Financial
Texas
$98K -$6.13K -25 -6%
DBT
769
Dubuque Bank & Trust
Iowa
$92K +$2.2K +9 +2%
WAM
770
Watermark Asset Management
California
$86K -$21.1K -86 -20%
RBC
771
Roble Belko & Company
Pennsylvania
$86K – – –
FWM
772
Focused Wealth Management
New York
$86K – – –
KJWM
773
Kiley Juergens Wealth Management
Washington
$84K +$84K +345 New
AF
774
Allworth Financial
California
$82K -$151K -614 -65%
MFW
775
Mosaic Family Wealth
Missouri
$81K -$24.5K -100 -23%
29 30
31
32 33