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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 %
WHG
826
Westwood Holdings Group
Texas
$402K – – –
TW
827
TrinityPoint Wealth
Connecticut
$399K +$399K +1,737 New
TWM
828
Tolleson Wealth Management
Texas
$398K +$398K +1,730 New
MSAM
829
Moloney Securities Asset Management
Missouri
$394K +$48.8K +212 +14%
EWA
830
Exencial Wealth Advisors
Oklahoma
$394K +$199K +866 +102%
MVIP
831
Mar Vista Investment Partners
California
$394K +$394K +1,715 New
MCM
832
McRae Capital Management
New Jersey
$386K – – –
CHA
833
Carmichael Hill & Associates
Maryland
$384K +$45.2K +197 +13%
AA
834
Apriem Advisors
California
$383K – – –
WTFG
835
Wells Trecaso Financial Group
Ohio
$381K +$2.3K +10 +0.6%
BCP
836
Berkeley Capital Partners
Georgia
$379K -$34.9K -152 -8%
BAAM
837
Baker Avenue Asset Management
California
$379K +$54.1K +235 +17%
EC
838
Estate Counselors
Wisconsin
$368K – – –
SAM
839
Silvercrest Asset Management
New York
$368K +$368K +1,602 New
CAM
840
Cidel Asset Management
Ontario, Canada
$368K +$368K +1,603 New
CSPIA
841
Cary Street Partners Investment Advisory
Virginia
$368K +$368K +1,603 New
PIC
842
Portland Investment Counsel
Ontario, Canada
$363K – – –
RE
843
RBC Europe
United Kingdom
$360K -$6.89K -30 -2%
MCM
844
MAI Capital Management
Ohio
$359K +$359K +1,560 New
JWA
845
JFS Wealth Advisors
Pennsylvania
$358K – – –
ACA
846
Atlas Capital Advisors
Wyoming
$357K – – –
FPCM
847
Financial Partners Capital Management
New York
$357K +$357K +1,552 New
LWA
848
Lenox Wealth Advisors
New York
$356K -$58.6K -255 -14%
HFA
849
Hoover Financial Advisors
Pennsylvania
$356K +$356K +1,549 New
FWSM
850
First Wilshire Securities Management
California
$353K – – –
32 33
34
35 36