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Vanguard S&P 500 ETF
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Overview Fund Activity

271 hedge funds and large institutions have $8.55B invested in Vanguard S&P 500 ETF in 2014 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 140 increasing their positions, 47 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
271
Holders Change
+21
Holders Change %
+8.4%
% of All Funds
7.87%
Holding in Top 10
45
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+36.36%
% of All Funds
1.31%
New
43
Increased
140
Reduced
47
Closed
20
Calls
$20.6M
Puts
$31M
Net Calls
-$10.4M
Net Calls Change
-$9.91M

Top Buyers

1
NMIFOAC
1
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$456M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$101M
3
PPFA
3
Provida Pension Fund Administrator
Chile
$710M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$93.4M
5
NLI
5
Nippon Life Insurance
Japan
$92.6M

Top Sellers

1
AUIM
1
Aegon USA Investment Management
Iowa
$1.02B
2
Goldman Sachs
2
Goldman Sachs
New York
$301M
3
AWA
3
AmeriServ Wealth Advisors
Pennsylvania
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$45M
5
WCM
5
Weatherstone Capital Management
Colorado
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
176
HL Financial Services
Kentucky
$733K – – –
AUB
177
Atlantic Union Bankshares
Virginia
$714K -$104K -575 -13%
Franklin Resources
178
Franklin Resources
California
$689K -$130K -720 -16%
AWS
179
Aris Wealth Services
Pennsylvania
$680K – – –
VanEck Associates
180
VanEck Associates
New York
$676K +$676K +3,745 New
ICOA
181
Investment Centers of America
North Dakota
$631K +$231K +1,279 +58%
MHIC
182
Marble Harbor Investment Counsel
Massachusetts
$622K +$252K +1,395 +68%
ICAS
183
Investors Capital Advisory Services
Massachusetts
$619K +$175K +968 +39%
BSA
184
Braun Stacey Associates
New York
$614K +$162K +895 +36%
BHTS
185
Bar Harbor Trust Services
Maine
$609K -$78.5K -435 -11%
1IC
186
1919 Investment Counsel
Maryland
$597K +$449K +2,485 +304%
FPCP
187
Fort Point Capital Partners
California
$557K – – –
BRWM
188
B. Riley Wealth Management
Tennessee
$554K +$451K +2,500 +439%
MWM
189
Modera Wealth Management
New Jersey
$552K +$8.67K +48 +2%
CG
190
Colony Group
Massachusetts
$545K -$183K -1,012 -25%
LIA
191
LBMC Investment Advisors
Tennessee
$543K -$1.54M -8,522 -74%
AFG
192
American Financial Group
Ohio
$503K +$503K +2,785 New
BEAM
193
Baker Ellis Asset Management
Washington
$497K +$497K +2,750 New
NIM
194
Northeast Investment Management
Massachusetts
$491K +$12.1K +67 +3%
KFS
195
KMS Financial Services
Washington
$486K -$54.9K -304 -10%
HIMCH
196
Hartford Investment Management Co (HIMCO)
Connecticut
$479K -$258K -1,425 -35%
MHS
197
M Holdings Securities
Oregon
$479K -$28.3K -157 -6%
GA
198
Geneva Advisors
Illinois
$451K – – –
OIA
199
Optimum Investment Advisors
Illinois
$441K -$19.8K -110 -4%
STIA
200
Stone Toro Investment Advisers
New Jersey
$418K – – –
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