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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 %
RFM
1001
Royal Fund Management
Florida
$59K – – –
BWM
1002
Baystate Wealth Management
Massachusetts
$57K +$247 +1 +0.4%
EWM
1003
Executive Wealth Management
Michigan
$56K +$56K +244 New
LIA
1004
LS Investment Advisors
Michigan
$52K – – –
LFA
1005
Legacy Financial Advisors
Kentucky
$52K – – –
BOPW
1006
Brandywine Oak Private Wealth
Pennsylvania
$51K +$51K +224 New
ZB
1007
Zions Bancorporation
Utah
$50K +$50K +217 New
TCCM
1008
Timber Creek Capital Management
Massachusetts
$49K – – –
AWM
1009
AllSquare Wealth Management
New York
$47K – – –
MSFP
1010
Mark Sheptoff Financial Planning
Connecticut
$46K – – –
FA
1011
Fortis Advisors
Pennsylvania
$46K +$5.11K +22 +13%
MWA
1012
Meridian Wealth Advisors
Texas
$46K +$46K +200 New
DAM
1013
Delta Asset Management
Tennessee
$45K +$34.9K +152 +345%
SHJ
1014
Sharkey, Howes & Javer
Colorado
$44K – – –
CA
1015
Claro Advisors
Massachusetts
$41K +$41K +153 New
AF
1016
Arrow Financial
New York
$40K – – –
NC
1017
NewSquare Capital
Pennsylvania
$40K – – –
AWM
1018
Aevitas Wealth Management
Massachusetts
$40K – – –
NSB
1019
Norway Savings Bank
Maine
$38K – – –
QCG
1020
Quadrant Capital Group
Ohio
$37K – – –
MSA
1021
Marino Stram & Associates
Massachusetts
$37K +$457 +2 +1%
HIIFS
1022
Harel Insurance Investments & Financial Services
Israel
$37K +$19.3K +85 +109%
SC
1023
Sawyer & Company
Massachusetts
$36K +$36K +155 New
JFGIW
1024
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$34K – – –
BTNA
1025
Bremer Trust National Association
Minnesota
$33K -$214K -942 -87%
39 40
41
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