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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 %
APSP
176
Asset Planning Services (Pennsylvania)
Pennsylvania
$14.3M -$179K -777 -1%
Creative Planning
177
Creative Planning
Kansas
$14.3M +$963K +4,174 +7%
GFPC
178
Global Financial Private Capital
Florida
$14.2M +$6.62M +28,709 +88%
William Blair & Company
179
William Blair & Company
Illinois
$13.4M +$708K +3,070 +6%
Allianz Asset Management
180
Allianz Asset Management
Germany
$13.3M -$15.9M -68,697 -54%
SS
181
Simplicity Solutions
Minnesota
$13.2M -$142M -614,903 -91%
WCP
182
Welch Capital Partners
New York
$13.1M +$13.1M +56,553 New
RGI
183
River Global Investors
United Kingdom
$13M – – –
FTS
184
Fifth Third Securities
Ohio
$13M -$2.81M -12,158 -18%
IFA
185
Interactive Financial Advisors
Illinois
$13M -$1.52M -6,576 -10%
IA
186
IFP Advisors
Florida
$12.9M -$261K -1,132 -2%
WJA
187
Williams Jones & Associates
New York
$12.3M -$1.45M -6,301 -11%
AI
188
Atria Investments
North Carolina
$12.2M -$9.29M -40,275 -43%
IFWM
189
Institute for Wealth Management
Colorado
$12.1M +$2.03M +8,798 +20%
BWL
190
Bogart Wealth LLC
Virginia
$12.1M +$256K +1,099 +2%
SHGA
191
Sand Hill Global Advisors
California
$11.9M +$89.8K +389 +0.8%
CFB
192
Cullen/Frost Bankers
Texas
$11.7M – – –
EWM
193
Endurance Wealth Management
Rhode Island
$11.7M -$55.1K -239 -0.5%
CA
194
Cetera Advisors
Colorado
$11.7M +$238K +1,033 +2%
NSLI
195
Nan Shan Life Insurance
Taiwan
$11.6M +$4.45M +19,275 +63%
UCFA
196
United Capital Financial Advisors
Texas
$11.5M -$118K -513 -1%
FMII
197
Farmers & Merchants Investments Inc
Nebraska
$11.3M – – –
ZIG
198
Zurich Insurance Group
Switzerland
$11M -$1.88M -8,142 -15%
SI
199
Stephens Inc
Arkansas
$11M +$72.5K +314 +0.7%
SPIA
200
Steward Partners Investment Advisory
New York
$10.9M +$614K +2,661 +6%
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