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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 %
CH
976
Canton Hathaway
Rhode Island
$114K – – –
HT
977
Heritage Trust
Oklahoma
$109K – – –
FGC
978
Financial Gravity Companies
Texas
$109K +$109K +441 New
PWMG
979
Prestige Wealth Management Group
New Jersey
$108K +$108K +468 New
MCM
980
MV Capital Management
Maryland
$108K +$108K +469 New
CTC
981
Central Trust Company
Missouri
$105K – – –
NSG
982
Nalls Sherbakoff Group
Tennessee
$95K +$95K +412 New
ME
983
McIlrath & Eck
Washington
$93K -$4.83K -21 -5%
FWM
984
Focused Wealth Management
New York
$92K +$229 +1 +0.2%
LNB
985
Ledyard National Bank
$89K – – –
CFA
986
Carroll Financial Associates
North Carolina
$86K -$32.9K -142 -28%
WEC
987
Winslow Evans & Crocker
Massachusetts
$86K – – –
LF
988
Lee Financial
Texas
$85K – – –
PCFFS
989
Pacific Center for Financial Services
California
$84K – – –
RBC
990
Roble Belko & Company
Pennsylvania
$84K +$3.67K +16 +5%
WCM
991
WealthBridge Capital Management
Ohio
$82K +$82K +355 New
AC
992
Avestar Capital
New York
$77K +$12.3K +55 +19%
SNT
993
Security National Trust
West Virginia
$70K – – –
GI
994
Gradient Investments
Minnesota
$69K +$34K +149 +97%
LB
995
Legacy Bridge
Iowa
$68K +$68K +297 New
BCA
996
Berman Capital Advisors
Georgia
$68K +$68K +300 New
WAM
997
Watermark Asset Management
California
$67K -$4.87K -21 -7%
WIM
998
Westside Investment Management
California
$65K +$230 +1 +0.4%
NWM
999
Northwest Wealth Management
Iowa
$63K – – –
BFEC
1000
Benjamin F. Edwards & Company
Missouri
$61K – – –
38 39
40
41 42