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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 %
1832 Asset Management
126
1832 Asset Management
Ontario, Canada
$36.8M +$701K +3,050 +2%
AL
127
Aspiriant LLC
California
$36.7M +$37.5K +163 +0.1%
BFPW
128
BOK Financial Private Wealth
Colorado
$36.4M +$7.72M +33,577 +27%
AA
129
Ancora Advisors
Ohio
$36.2M +$1.7M +7,381 +5%
Brown Advisory
130
Brown Advisory
Maryland
$36.1M +$4.23M +18,410 +13%
LPT
131
Legacy Private Trust
Wisconsin
$35.7M +$18.6M +81,069 +109%
PC
132
Permanens Capital
New York
$34.8M +$34.8M +152,498 New
Fidelity International
133
Fidelity International
Bermuda
$34.5M +$34.5M +150,000 New
FCI
134
Financial Counselors Inc
Kansas
$33.8M +$12.1M +52,685 +56%
Natixis Advisors
135
Natixis Advisors
Massachusetts
$33.5M -$1.88M -8,193 -5%
TLIC
136
Taiyo Life Insurance Company
Japan
$33.1M – – –
TF
137
TIAA FSB
Florida
$32.3M -$14.8M -64,588 -32%
AA
138
Alta Advisers
United Kingdom
$30.5M +$30.5M +132,920 New
MAFM
139
Mid Atlantic Financial Management
Pennsylvania
$30.5M +$30.5M +132,685 New
BCWM
140
Bartlett & Co Wealth Management
Ohio
$30.2M +$2.91M +12,645 +11%
BC
141
Bartlett & Co
Ohio
$30.2M +$2.91M +12,645 +11%
Baird Financial Group
142
Baird Financial Group
Wisconsin
$30M +$894K +3,890 +3%
MSWM
143
Mader & Shannon Wealth Management
Missouri
$29.6M -$2.92M -12,688 -9%
BWL
144
Bogart Wealth LLC
Virginia
$29.6M +$6.5M +28,271 +28%
AWS
145
AJ Wealth Strategies
New York
$29.4M +$1.53M +6,674 +6%
FA
146
Fiducient Advisors
Illinois
$29.2M -$548K -2,384 -2%
Thrivent Financial for Lutherans
147
Thrivent Financial for Lutherans
Minnesota
$28.8M – – –
PA
148
Paracle Advisors
Washington
$28.6M -$988K -4,300 -3%
ST
149
Sageworth Trust
Pennsylvania
$28.6M +$1.36M +5,902 +5%
TCM
150
Twele Capital Management
Minnesota
$28.3M +$2.07M +9,019 +8%
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