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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
$1.78B
2
CSIA
Charles Schwab Investment Advisory
California
$280M
3
MTWSIF
Mivtachim The Workers Social Insurance Fund
Israel
$175M
4
Morgan Stanley
Morgan Stanley
New York
$1.12B
5
MB
Mizuho Bank
Japan
$230M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$4.03B
2
CWM
Cornerstone Wealth Management
Missouri
$1.81M
3
VMPIC
Varma Mutual Pension Insurance Co
Finland
$0
4
SS
Simplicity Solutions
Minnesota
$8.62M
5
Goldman Sachs
Goldman Sachs
New York
$658M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
1026
Asset Dedication LLC
California
$32K -$1.15K -5 -3%
CT
1027
Clearstead Trust
Maine
$32K +$2.06K +9 +7%
FPFS
1028
First Personal Financial Services
North Carolina
$30K – – –
NA
1029
NewEdge Advisors
Louisiana
$27K +$7.34K +31,917 +37%
PFC
1030
Phocas Financial Corp
California
$27K – – –
PG
1031
Patten Group
Tennessee
$26K +$3.39K +15 +15%
SWP
1032
Strategic Wealth Partners
Ohio
$25K – – –
EWM
1033
Edge Wealth Management
New York
$24K – – –
RCG
1034
Ruggie Capital Group
Florida
$24K +$24K +104 New
IF
1035
Ironwood Financial
Arizona
$23K – – –
AIC
1036
Archer Investment Corporation
Indiana
$23K +$23K +99 New
AAP
1037
Arax Advisory Partners
Colorado
$22K +$234 +1 +1%
BWP
1038
Baldwin Wealth Partners
Massachusetts
$21K – – –
LWCFA
1039
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K -$2.27K -10 -10%
BCI
1040
Brinker Capital Investments
Pennsylvania
$20K +$20K +86 New
EWA
1041
ERTS Wealth Advisors
Michigan
$20K +$20K +87 New
PO
1042
Private Ocean
California
$19K – – –
JFA
1043
JNBA Financial Advisors
Minnesota
$18K +$12.4K +53 +221%
SFC
1044
SYM Financial Corp
Indiana
$18K +$18K +79 New
PA
1045
Perennial Advisors
New York
$17K – – –
VCM
1046
Vigilant Capital Management
Maine
$17K – – –
CIR
1047
Clear Investment Research
Georgia
$17K – – –
PFGIA
1048
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$944 +4 +6%
GCM
1049
Garland Capital Management
Washington
$17K +$17K +72 New
IWMA
1050
Ironwood Wealth Management (Arizona)
Arizona
$17K +$17K +72 New
40 41
42
43 44