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Vanguard S&P 500 ETF
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Overview Fund Activity

1,347 hedge funds and large institutions have $60.7B invested in Vanguard S&P 500 ETF in 2019 Q4 according to their latest regulatory filings, with 282 funds opening new positions, 533 increasing their positions, 338 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,347
Holders Change
+222
Holders Change %
+19.73%
% of All Funds
26.6%
Holding in Top 10
267
Holding in Top 10 Change
+36
Holding in Top 10 Change %
+15.58%
% of All Funds
5.27%
New
282
Increased
533
Reduced
338
Closed
47
Calls
$95.2M
Puts
$248M
Net Calls
-$153M
Net Calls Change
-$52.6M

Top Buyers

1
MB
Mizuho Bank
Japan
+$506M
2
CM
Churchill Management
California
+$340M
3
KIM
Karpus Investment Management
New York
+$299M
4
M&T Bank
M&T Bank
New York
+$295M
5
Victory Capital Management
Victory Capital Management
Texas
+$275M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.78B
2
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance
Illinois
-$882M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
-$479M
4
SMFG
Sumitomo Mitsui Financial Group
Japan
-$278M
5
Deutsche Bank
Deutsche Bank
Germany
-$170M
Name Holding Trade Value Shares
Change 		Shares
Change %
QAM
1001
QCI Asset Management
New York
$467K +$3.55K +12 +0.8%
AW
1002
Avion Wealth
Texas
$465K -$29.9K -101 -6%
GFS
1003
GYL Financial Synergies
Connecticut
$458K +$73.7K +249 +19%
LWANC
1004
Laurel Wealth Advisors (North Carolina)
North Carolina
$456K -$16.3K -55 -3%
CIAS
1005
CBIZ Investment Advisory Services
Ohio
$456K – – –
SQA
1006
Simon Quick Advisors
New Jersey
$455K +$109K +370 +32%
VCP
1007
Verus Capital Partners
Arizona
$454K +$454K +1,535 New
FC
1008
Financial Consulate
Maryland
$453K -$88.7K -300 -16%
FWSM
1009
First Wilshire Securities Management
California
$453K – – –
CCMG
1010
Clark Capital Management Group
Pennsylvania
$453K +$50.6K +171 +13%
RFN
1011
RDA Financial Network
Iowa
$453K +$53.4K +178 +13%
RDWM
1012
Red Door Wealth Management
Tennessee
$450K +$450K +1,497 New
KOCAA
1013
Knights of Columbus Asset Advisors
Connecticut
$448K +$448K +1,514 New
OEP
1014
Ocean Endowment Partners
Illinois
$447K +$447K +1,811 New
HCIA
1015
Hochman Cole Investment Advisors
Illinois
$445K -$10.9K -37 -2%
AIC
1016
Archer Investment Corporation
Indiana
$439K +$104K +352 +31%
NFG
1017
NewFocus Financial Group
Washington
$437K – – –
MFW
1018
Mosaic Family Wealth
Missouri
$437K – – –
LPWM
1019
Lake Point Wealth Management
Texas
$435K +$435K +1,470 New
SAM
1020
SP Asset Management
California
$432K -$9.47K -32 -2%
WAM
1021
Weatherly Asset Management
California
$432K – – –
HWM
1022
Howard Wealth Management
Connecticut
$431K +$431K +1,460 New
BWCS
1023
Beirne Wealth Consulting Services
Connecticut
$430K -$105K -354 -20%
PP
1024
Parplus Partners
New York
$429K +$429K +1,449 New
OWM
1025
Orgel Wealth Management
Wisconsin
$424K -$9.18K -31 -2%
39 40
41
42 43