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Vanguard S&P 500 ETF
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Overview Fund Activity

171 hedge funds and large institutions have $3.86B invested in Vanguard S&P 500 ETF in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 84 increasing their positions, 35 reducing their positions, and 19 closing their positions.

Holders
171
Holders Change
+9
Holders Change %
+5.56%
% of All Funds
5.55%
Holding in Top 10
21
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-12.5%
% of All Funds
0.68%
New
28
Increased
84
Reduced
35
Closed
19
Calls
$8.63M
Puts
$2.62M
Net Calls
+$6.01M
Net Calls Change
+$7.47M

Top Buyers

1
Citigroup
1
Citigroup
New York
$218M
2
U
2
UBS
Switzerland
$145M
3
PPA
3
Parametric Portfolio Associates
Washington
$294M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$83.3M
5
PFG
5
Pacific Financial Group
Washington
$43.4M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$146M
2
KeyBank National Association
2
KeyBank National Association
Ohio
$279M
3
V
3
Veritable
Delaware
$0
4
AA
4
Alta Advisers
United Kingdom
$0
5
JPMPWA
5
J.P. Morgan Private Wealth Advisors
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CCWA
101
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$908K 11,794 +11,794 New
AssetMark Inc
102
AssetMark Inc
California
$886K 11,512 +11,512 New
William Blair & Company
103
William Blair & Company
Illinois
$857K 11,135 +3,595 +48%
ABC
104
Associated Banc-Corp
Wisconsin
$825K 10,712 +10,712 New
Fifth Third Bancorp
105
Fifth Third Bancorp
Ohio
$823K 10,691 – –
CIA
106
Choate Investment Advisors
Massachusetts
$738K 9,588 +80 +0.8%
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$724K 9,405 +1,900 +25%
ST
108
Spinnaker Trust
Maine
$711K 9,223 +1,228 +15%
NPC
109
National Planning Corporation
California
$710K 9,149 +3,073 +51%
BHTS
110
Bar Harbor Trust Services
Maine
$677K 8,795 +2,366 +37%
LIM
111
Leavell Investment Management
Alabama
$675K 8,771 -843 -9%
HL
112
HeadInvest LLC
Maine
$658K 8,549 -2,627 -24%
MA
113
MCF Advisors
Kentucky
$628K 3,666 +3,666 New
Invesco
114
Invesco
Georgia
$624K 8,100 +7,800 +2,600%
AWS
115
Aris Wealth Services
Pennsylvania
$596K 7,743 +7,743 New
Creative Planning
116
Creative Planning
Kansas
$567K 7,367 -348 -5%
ICOA
117
Investment Centers of America
North Dakota
$543K 7,024 +2,819 +67%
TAM
118
Tocqueville Asset Management
New York
$512K 6,650 – –
DP
119
Dearborn Partners
Illinois
$510K 6,623 +2,933 +79%
Comerica Bank
120
Comerica Bank
Texas
$496K 6,439 +6,439 New
IH
121
IFC Holdings
Florida
$495K 6,450 +1,443 +29%
RNS
122
Robert N. Shapiro
$449K 5,835 -147 -2%
MCTIC
123
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
– – -5,560 Closed
ATC
124
Adirondack Trust Company
New York
$424K 5,507 +27 +0.5%
AHS
125
Aspiriant Holdings S3
California
$424K 5,500 +5,500 New
3 4
5
6 7