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Vanguard S&P 500 ETF
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Overview Fund Activity

720 hedge funds and large institutions have $34.9B invested in Vanguard S&P 500 ETF in 2017 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 308 increasing their positions, 210 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
720
Holders Change
+27
Holders Change %
+3.9%
% of All Funds
17.98%
Holding in Top 10
154
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+1.32%
% of All Funds
3.85%
New
67
Increased
308
Reduced
210
Closed
33
Calls
$33.7M
Puts
$36.1M
Net Calls
-$2.44M
Net Calls Change
-$9.56M

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2.37B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$2.61B
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.18B
4
Bank of America
4
Bank of America
North Carolina
$3.42B
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$174M

Top Sellers

1
MFRM
1
Milliman Financial Risk Management
Illinois
$0
2
CI
2
Clal Insurance
Israel
$731M
3
SS
3
Simplicity Solutions
Minnesota
$13.2M
4
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$105M
5
DCM
5
Dupont Capital Management
Delaware
$69.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFM
151
Peak Financial Management
Massachusetts
$18.6M -$830K -3,597 -4%
AWS
152
AJ Wealth Strategies
New York
$18.4M +$1.74M +7,528 +10%
SFA
153
Stewardship Financial Advisors
Georgia
$18.2M -$798K -3,459 -4%
SLF
154
Sun Life Financial
Ontario, Canada
$18.2M -$4.15M -17,996 -19%
AllianceBernstein
155
AllianceBernstein
Tennessee
$18.1M -$1.22M -5,268 -6%
Manulife (Manufacturers Life Insurance)
156
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.9M -$53.1M -230,064 -75%
SB
157
Suntrust Banks
Georgia
$17.8M -$1.36M -5,874 -7%
CG
158
Caprock Group
Idaho
$17.7M +$197K +853 +1%
FG
159
Fiduciary Group
Georgia
$17.5M -$117K -505 -0.7%
JRP
160
Jasper Ridge Partners
California
$17.4M -$2.2M -9,535 -11%
MWM
161
Merriman Wealth Management
Washington
$17.4M +$10.1M +43,953 +140%
MA
162
MUFG Americas
New York
$17M +$4.25M +18,420 +33%
Jones Financial Companies
163
Jones Financial Companies
Missouri
$16.9M +$1.51M +6,537 +10%
CPIG
164
Chicago Partners Investment Group
Illinois
$16.8M +$7.52M +32,600 +81%
HCM
165
Harvest Capital Management
New Hampshire
$16.7M -$6.25M -27,106 -27%
WCM
166
Weatherstone Capital Management
Colorado
$16.2M -$13.4M -57,896 -45%
NMIMC
167
Northwestern Mutual Investment Management Company
Wisconsin
$16.2M – – –
K
168
Kemper
Illinois
$15.9M – – –
Fidelity Investments
169
Fidelity Investments
Massachusetts
$15.5M +$2.61M +11,296 +20%
CC
170
Chanos & Company
New York
$15.5M +$4.05M +17,553 +36%
SFPM
171
Sensible Financial Planning & Management
Massachusetts
$15.3M -$790K -3,423 -5%
NFG
172
Nadler Financial Group
Illinois
$15.2M +$1.47M +6,379 +11%
CFG
173
Citizens Financial Group
Rhode Island
$14.8M +$6.23M +27,016 +72%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$14.6M +$925K +4,010 +7%
PP
175
Prudential plc
United Kingdom
$14.4M +$809K +3,507 +6%
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