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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 %
NGA
901
Naples Global Advisors
Florida
$264K – – –
SFM
902
Signet Financial Management
New Jersey
$263K -$23K -100 -8%
CAM
903
Covenant Asset Management
New Jersey
$261K – – –
KCM
904
Kanawha Capital Management
Virginia
$259K -$297K -1,290 -53%
CCT
905
Country Club Trust
Missouri
$259K – – –
FC
906
Financial Consulate
Maryland
$258K +$690 +3 +0.3%
GAM
907
Gould Asset Management
California
$256K – – –
MWM
908
MorganRosel Wealth Management
Colorado
$256K +$256K +1,113 New
SG
909
StoneX Group
New York
$255K -$1.15K -5 -0.4%
HFM
910
Hartford Financial Management
Connecticut
$253K – – –
BMM
911
Berkshire Money Management
Massachusetts
$251K +$251K +1,091 New
ACS
912
Archford Capital Strategies
Illinois
$250K -$220K -958 -47%
RMC
913
Resources Management Corp
Connecticut
$249K -$3.44K -15 -1%
FCCM
914
First City Capital Management
Georgia
$246K +$14.9K +65 +6%
SCM
915
SOL Capital Management
Maryland
$245K – – –
SIM
916
Sterling Investment Management
Arizona
$243K +$57.8K +252 +31%
FA
917
Financial Advisors
Massachusetts
$243K +$243K +1,059 New
ANBT
918
American National Bank & Trust
Texas
$241K -$353K -1,540 -59%
NAMP
919
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$241K -$76.9K -335 -24%
CSIC
920
Clifford Swan Investment Counsel
California
$239K – – –
FI
921
Financial Insights
Washington
$239K +$239K +963 New
TWA
922
TCI Wealth Advisors
Arizona
$237K +$66.5K +289 +39%
XS
923
XR Securities
Illinois
$236K -$4.44M -19,338 -95%
CAC
924
Certified Advisory Corp
Florida
$235K -$36.1K -157 -13%
SS
925
Sunbelt Securities
Texas
$235K +$235K +1,021 New
35 36
37
38 39