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Vanguard S&P 500 ETF
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Overview Fund Activity

904 hedge funds and large institutions have $40.8B invested in Vanguard S&P 500 ETF in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 394 increasing their positions, 263 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
904
Holders Change
+30
Holders Change %
+3.43%
% of All Funds
20.72%
Holding in Top 10
176
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
4.03%
New
76
Increased
394
Reduced
263
Closed
37
Calls
$57.4M
Puts
$47.7M
Net Calls
+$9.66M
Net Calls Change
+$164K

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$153M
2
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
+$141M
3
Morgan Stanley
Morgan Stanley
New York
+$93.2M
4
JPMPWA
J.P. Morgan Private Wealth Advisors
California
+$71.6M
5
AssetMark Inc
AssetMark Inc
California
+$70.7M

Top Sellers

1
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$805M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$179M
3
S
Schroders
United Kingdom
-$174M
4
IL
Investure LLC
Virginia
-$159M
5
GT
Glenmede Trust
Pennsylvania
-$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
851
WP Advisors
California
$52K +$52K +209 New
AWM
852
AllSquare Wealth Management
New York
$51K +$51K +203 New
MSFP
853
Mark Sheptoff Financial Planning
Connecticut
$50K +$50K +200 New
SHJ
854
Sharkey, Howes & Javer
Colorado
$48K – – –
TC
855
Trilogy Capital
California
$46K – – –
NC
856
NewSquare Capital
Pennsylvania
$45K – – –
FA
857
Fortis Advisors
Pennsylvania
$44K +$500 +2 +1%
BCA
858
Bay Colony Advisors
Massachusetts
$44K +$44K +176 New
AF
859
Arrow Financial
New York
$43K +$43K +173 New
NSB
860
Norway Savings Bank
Maine
$41K – – –
QCG
861
Quadrant Capital Group
Ohio
$40K – – –
MSA
862
Marino Stram & Associates
Massachusetts
$40K – – –
SWMG
863
Signature Wealth Management Group
Georgia
$38K +$252 +1 +0.7%
JFGIW
864
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$37K – – –
ADL
865
Asset Dedication LLC
California
$36K – – –
CT
866
Clearstead Trust
Maine
$35K +$35K +139 New
FPFS
867
First Personal Financial Services
North Carolina
$32K – – –
PFA
868
Pathway Financial Advisors
Vermont
$29K -$72.3K -294 -71%
BA
869
Ballew Advisors
Mississippi
$29K +$29K +117 New
MWM
870
MinichMacGregor Wealth Management
New York
$27K – – –
EWM
871
Edge Wealth Management
New York
$26K -$485K -1,960 -95%
SWP
872
Strategic Wealth Partners
Ohio
$25K -$24.7K -98 -50%
SSB
873
Sandy Spring Bank
Maryland
$25K – – –
PG
874
Patten Group
Tennessee
$25K – – –
KCPG
875
Kavar Capital Partners Group
Kansas
$25K +$2.45K +10 +11%
33 34
35
36 37