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Vanguard S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
176
Nadler Financial Group
Illinois
$21.1M +$887K +3,859 +4%
SPIA
177
Steward Partners Investment Advisory
New York
$20.9M +$4.77M +20,775 +30%
SHGA
178
Sand Hill Global Advisors
California
$20.1M +$9.14M +39,759 +83%
OA
179
Oxbow Advisors
Texas
$19.8M +$19.8M +86,083 New
B
180
Bridgeworth
Alabama
$19.4M +$495K +3,045 +3%
TAS
181
TIFF Advisory Services
Pennsylvania
$19.3M -$76.2M -331,472 -80%
UF
182
Univest Financial
Pennsylvania
$19.1M -$274K -1,194 -1%
CG
183
Caprock Group
Idaho
$19M +$344K +1,498 +2%
Creative Planning
184
Creative Planning
Kansas
$18.8M +$924K +4,020 +5%
PNC Financial Services Group
185
PNC Financial Services Group
Pennsylvania
$18.3M +$2.49M +10,815 +16%
MSA
186
Mason Street Advisors
Wisconsin
$18.3M +$2.32M +10,100 +15%
IA
187
IFG Advisory
Georgia
$18.2M +$896K +4,029 +5%
CPIG
188
Chicago Partners Investment Group
Illinois
$18.2M -$2M -8,386 -10%
William Blair & Company
189
William Blair & Company
Illinois
$18M -$295K -1,206 -2%
MFT
190
Moisand Fitzgerald Tamayo
Florida
$17.5M -$932K -4,055 -5%
ZIG
191
Zurich Insurance Group
Switzerland
$17.4M +$7.54M +33,049 +76%
MPW
192
MA Private Wealth
California
$17.3M +$17.3M +75,472 New
TAT
193
TD Ameritrade Trust
Colorado
$17M -$676K -2,941 -4%
APSP
194
Asset Planning Services (Pennsylvania)
Pennsylvania
$16.9M +$126K +549 +0.8%
FG
195
Fiduciary Group
Georgia
$16.7M -$45K -196 -0.3%
AIA
196
Angeles Investment Advisors
California
$16.7M +$16.7M +72,709 New
MIH
197
Meitav Investment House
Israel
$16.7M -$22.3M -97,723 -57%
PGWM
198
Parisi Gray Wealth Management
New Jersey
$16.5M +$1.91M +8,367 +13%
SI
199
Stephens Inc
Arkansas
$16M +$2.28M +9,904 +17%
K
200
Kemper
Illinois
$15.9M