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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 %
AW
776
ACG Wealth
Georgia
$514K +$1.15K +5 +0.2%
CA
777
Capital Advantage
California
$513K -$16.3K -71 -3%
CC
778
Courier Capital
New York
$511K -$35K -152 -6%
GIA
779
Guyasuta Investment Advisors
Pennsylvania
$506K – – –
OWM
780
Orgel Wealth Management
Wisconsin
$499K +$77K +335 +18%
MFG
781
Magnus Financial Group
New York
$499K +$499K +2,169 New
TCM
782
TD Capital Management
Tennessee
$496K +$5.05K +22 +1%
CBFP
783
Cedar Brook Financial Partners
Ohio
$484K +$484K +2,107 New
AIA
784
Arcadia Investment Advisors
Idaho
$480K – – –
PAG
785
Pinnacle Advisory Group
Maryland
$470K +$470K +2,045 New
PAM
786
Private Asset Management
California
$469K +$469K +2,040 New
BWCS
787
Beirne Wealth Consulting Services
Connecticut
$468K +$468K +2,037 New
TTWM
788
TCV Trust & Wealth Management
Virginia
$467K -$36.1K -157 -7%
CIA
789
Covington Investment Advisors
Pennsylvania
$467K – – –
BS
790
Boenning & Scattergood
Pennsylvania
$466K +$288K +1,254 +162%
SEI Investments
791
SEI Investments
Pennsylvania
$462K -$40.2K -175 -8%
BCA
792
Bernzott Capital Advisors
California
$461K – – –
ATFA
793
All Terrain Financial Advisors
Minnesota
$460K – – –
SG Americas Securities
794
SG Americas Securities
New York
$460K +$283K +1,229 +159%
CW
795
CreativeOne Wealth
Kansas
$458K -$689 -3 -0.2%
SBIA
796
Sheaff Brock Investment Advisors
Indiana
$454K -$24.4K -106 -5%
I
797
IberiaBank
Louisiana
$450K – – –
S
798
SignatureFD
Georgia
$446K -$112K -485 -20%
ODCM
799
Old Dominion Capital Management
Virginia
$446K +$2.07K +9 +0.5%
PGAM
800
Princeton Global Asset Management
New Jersey
$446K +$446K +1,938 New
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