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Vanguard S&P 500 ETF
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Overview Fund Activity

1,071 hedge funds and large institutions have $40.6B invested in Vanguard S&P 500 ETF in 2018 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 446 increasing their positions, 254 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,071
Holders Change
+129
Holders Change %
+13.69%
% of All Funds
23.9%
Holding in Top 10
215
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+18.13%
% of All Funds
4.8%
New
205
Increased
446
Reduced
254
Closed
67
Calls
$37.2M
Puts
$30.3M
Net Calls
+$6.91M
Net Calls Change
+$23.2M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$229M
2
CSIA
Charles Schwab Investment Advisory
California
+$179M
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
+$175M
4
Morgan Stanley
Morgan Stanley
New York
+$139M
5
MB
Mizuho Bank
Japan
+$138M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$3.28B
2
CWM
Cornerstone Wealth Management
Missouri
-$353M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$297M
4
SS
Simplicity Solutions
Minnesota
-$244M
5
Goldman Sachs
Goldman Sachs
New York
-$237M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOS
751
Bingham Osborn & Scarborough
California
$565K -$40.9K -178 -7%
Kovitz Investment Group Partners
752
Kovitz Investment Group Partners
Illinois
$564K +$564K +2,452 New
FCM
753
Force Capital Management
New York
$552K +$552K +2,400 New
SIA
754
Starfire Investment Advisers
Michigan
$549K +$271K +1,181 +98%
RIA
755
Regal Investment Advisors
Michigan
$546K +$187K +816 +52%
ECM
756
EagleClaw Capital Management
Massachusetts
$544K – – –
LC
757
Lavaca Capital
Texas
$541K +$541K +2,352 New
BHWM
758
Bay Harbor Wealth Management
Maryland
$541K +$541K +2,354 New
PD
759
Planning Directions
Pennsylvania
$538K -$15.2K -66 -3%
CCMG
760
Clark Capital Management Group
Pennsylvania
$538K – – –
PFM
761
Parsec Financial Management
North Carolina
$535K +$32.6K +142 +6%
SFSIG
762
San Francisco Sentry Investment Group
California
$534K -$4.6K -20 -0.9%
APP
763
Avantax Planning Partners
Iowa
$533K +$167K +727 +46%
AWA
764
Alaska Wealth Advisors
Alaska
$532K -$61.8K -269 -10%
TNB
765
Thomasville National Bank
Georgia
$531K – – –
GP
766
Girard Partners
Pennsylvania
$530K -$1.25M -5,450 -70%
WPW
767
Waldron Private Wealth
Pennsylvania
$530K +$530K +2,308 New
BP
768
BBR Partners
New York
$524K -$271K -1,180 -34%
PWM
769
Perigon Wealth Management
California
$524K +$298K +1,218 +131%
PMG
770
ProVise Management Group
Florida
$523K -$4.83K -21 -0.9%
SWM
771
SeaCrest Wealth Management
New York
$522K -$68.7K -299 -12%
FCA
772
FinTrust Capital Advisors
South Carolina
$522K +$522K +2,275 New
TRCT
773
Tower Research Capital (TRC)
New York
$517K -$11.8M -51,313 -96%
CAI
774
Capital Advisors Inc
Oklahoma
$516K +$516K +2,247 New
IAMOG
775
Investors Asset Management of Georgia
Georgia
$515K -$19.7K -86 -4%
29 30
31
32 33