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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 %
EWF
926
Epstein & White Financial
California
$233K +$233K +1,011 New
CPA
927
Court Place Advisors
Maryland
$232K -$689 -3 -0.3%
JWM
928
Janiczek Wealth Management
Colorado
$226K +$147K +642 +187%
AI
929
Accredited Investors
Minnesota
$225K -$127K -555 -36%
RIL
930
Rothschild Investment LLC
Illinois
$219K +$31.7K +138 +17%
HIMC
931
Heritage Investors Management Corp
Maryland
$218K – – –
GWM
932
Geneos Wealth Management
Colorado
$216K -$279K -1,227 -56%
OAJ
933
Ogorek Anthony Joseph
New York
$213K +$213K +927 New
OCM
934
Oakwood Capital Management
California
$211K -$86K -375 -29%
KL
935
KWMG LLC
Kansas
$210K +$152K +660 +261%
CFG
936
Cooper Financial Group
California
$210K +$210K +915 New
BAS
937
Brown Advisory Securities
Maryland
$209K -$213K -929 -51%
SFSG
938
Stearns Financial Services Group
North Carolina
$206K -$8.52K -37 -4%
PWM
939
PRW Wealth Management
Massachusetts
$206K +$206K +897 New
PW
940
Price Wealth
Texas
$205K – – –
PI
941
Pathlight Investors
Arizona
$205K +$205K +865 New
CC
942
Cannell & Co
New York
$205K +$205K +890 New
FGP
943
Foyston, Gordon, & Payne
Ontario, Canada
$205K +$205K +893 New
MBT
944
Montecito Bank & Trust
California
$204K -$4.59K -20 -2%
GC
945
Grimes & Company
Massachusetts
$203K -$9.86K -43 -5%
OPCM
946
Osborne Partners Capital Management
California
$203K -$9.2K -40 -4%
HWA
947
HHM Wealth Advisors
Tennessee
$203K +$203K +885 New
IWA
948
Intercontinental Wealth Advisors
Texas
$202K – – –
First Trust Advisors
949
First Trust Advisors
Illinois
$202K +$202K +880 New
CCM
950
Covington Capital Management
California
$197K +$70.7K +308 +56%
36 37
38
39 40