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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 %
BFM
1101
Boston Financial Management
Massachusetts
– -$309K -1,157 Closed
BHTS
1102
Bar Harbor Trust Services
Maine
– -$281K -1,053 Closed
WPC
1103
Waters Parkerson & Co
Louisiana
– -$255K -955 Closed
CT
1104
CMT Trading
Illinois
– -$253K -946 Closed
CWM
1105
Cahaba Wealth Management
Georgia
– -$253K -944 Closed
FA
1106
FCG Advisors
New Jersey
– -$245K -919 Closed
Wellington Management Group
1107
Wellington Management Group
Massachusetts
– -$244K -912 Closed
WC
1108
Whitney & Co
New York
– -$232K -901 Closed
DPI
1109
Diversified Portfolios Inc
Michigan
– -$232K -870 Closed
LB
1110
Landmark Bank
Missouri
– -$231K -864 Closed
AT
1111
Arden Trust
Delaware
– -$228K -853 Closed
VCWA
1112
Vanguard Capital Wealth Advisors
Colorado
– -$226K -850 Closed
AFP
1113
Ausdal Financial Partners
Iowa
– -$225K -842 Closed
BAM
1114
Berkshire Asset Management
Pennsylvania
– -$222K -830 Closed
PWAG
1115
Polaris Wealth Advisory Group
California
– -$219K -820 Closed
CHJWM
1116
Carlton Hofferkamp & Jenks Wealth Management
Texas
– -$215K -807 Closed
RM
1117
Resource Management
Louisiana
– -$214K -799 Closed
TA
1118
Trellis Advisors
Washington
– -$211K -789 Closed
NPF
1119
Norris Perne & French
Michigan
– -$208K -780 Closed
VCM
1120
Virtue Capital Management
Tennessee
– -$204K -764 Closed
CC
1121
Callan Capital
California
– -$203K -760 Closed
ML
1122
McAdam LLC
Pennsylvania
– -$187K -697 Closed
DWA
1123
Divergent Wealth Advisors
Utah
– -$178K -672 Closed
PAMG
1124
Patton Albertson Miller Group
Tennessee
– -$138K -565 Closed
MCM
1125
Monument Capital Management
Virginia
– -$126K -473 Closed
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