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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 %
CNB
201
City National Bank
California
$416K +$172K +954 +71%
NFG
202
Next Financial Group
Texas
$414K +$414K +2,292 New
FNBOO
203
First National Bank of Omaha
Nebraska
$407K +$26.6K +147 +7%
CBU
204
CIBC Bank USA
Illinois
$406K – – –
SFSG
205
Stearns Financial Services Group
North Carolina
$399K +$1.81K +10 +0.5%
HSA
206
HBK Sorce Advisory
Pennsylvania
$398K +$5.23K +29 +1%
FAB
207
First American Bank
Illinois
$397K – – –
GIA
208
Guyasuta Investment Advisors
Pennsylvania
$397K +$397K +2,200 New
US Bancorp
209
US Bancorp
Minnesota
$396K +$17.9K +99 +5%
GLRA
210
Gerald L. Ray & Associates
Texas
$369K – – –
ONB
211
Old National Bancorp
Indiana
$361K +$361K +2,000 New
NFG
212
Nadler Financial Group
Illinois
$359K +$359K +1,990 New
MA
213
Montag & Associates
Georgia
$352K +$352K +1,950 New
PFS
214
Prospera Financial Services
Texas
$348K – – –
CIBC World Market
215
CIBC World Market
Ontario, Canada
$347K -$17.2K -95 -5%
LNWWM
216
Laird Norton Wetherby Wealth Management
California
$343K – – –
RCAG
217
Rehmann Capital Advisory Group
Michigan
$343K +$343K +1,902 New
WT
218
Whittier Trust
California
$337K -$43.8K -242 -11%
VKH
219
Virtu KCG Holdings
New York
$335K -$897K -4,966 -73%
WA
220
WBH Advisory
Maryland
$334K +$334K +1,852 New
RFS
221
Rockefeller Financial Services
New York
$330K +$330K +1,828 New
AIM
222
Allen Investment Management
New York
$322K +$322K +1,785 New
PTC
223
Private Trust Company
Ohio
$321K +$191K +1,058 +147%
BMM
224
Buffington Mohr McNeal
Idaho
$318K -$11.7K -65 -4%
BBA
225
BLB&B Advisors
Pennsylvania
$318K – – –
7 8
9
10 11