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Vanguard S&P 500 ETF
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Overview Fund Activity

563 hedge funds and large institutions have $24.2B invested in Vanguard S&P 500 ETF in 2016 Q3 according to their latest regulatory filings, with 64 funds opening new positions, 254 increasing their positions, 133 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
563
Holders Change
+32
Holders Change %
+6.03%
% of All Funds
15.05%
Holding in Top 10
112
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-3.45%
% of All Funds
2.99%
New
64
Increased
254
Reduced
133
Closed
24
Calls
$50.3M
Puts
$40.1M
Net Calls
+$10.2M
Net Calls Change
-$8.34M

Top Buyers

1
CI
Clal Insurance
Israel
$1.18B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.35B
3
CM
Churchill Management
California
$314M
4
PPA
Parametric Portfolio Associates
Washington
$2.25B
5
MFRM
Milliman Financial Risk Management
Illinois
$1.16B

Top Sellers

1
SCM
Sterling Capital Management
North Carolina
$111M
2
Goldman Sachs
Goldman Sachs
New York
$572M
3
MSWM
Mader & Shannon Wealth Management
Missouri
$0
4
MIFH
Migdal Insurance & Financial Holdings
Israel
$486M
5
DCM
Dupont Capital Management
Delaware
$571M
Name Holding Trade Value Shares
Change 		Shares
Change %
ATC
201
Argent Trust Co
Tennessee
$5.27M +$1.38M +6,950 +36%
SAM
202
SignalPoint Asset Management
Missouri
$5.26M +$5.26M +26,460 New
SFG
203
Sage Financial Group
Pennsylvania
$4.99M +$349K +1,758 +8%
SHCM
204
Stokes & Hubbell Capital Management
Louisiana
$4.89M +$12.3K +62 +0.3%
ZF
205
Zhang Financial
Michigan
$4.66M -$362K -1,820 -7%
KM
206
Kalos Management
Georgia
$4.65M -$1.01M -5,069 -18%
VST
207
Van Strum & Towne
California
$4.6M -$49.7K -250 -1%
AWM
208
Avior Wealth Management
Nebraska
$4.59M +$153K +771 +3%
Jones Financial Companies
209
Jones Financial Companies
Missouri
$4.52M +$2.17M +10,940 +93%
KSA
210
Ken Stern & Associates
California
$4.47M -$599K -3,016 -12%
CFMC
211
Curbstone Financial Management Corp
New Hampshire
$4.33M – – –
AWA
212
AmeriServ Wealth Advisors
Pennsylvania
$4.33M +$156K +786 +4%
IFA
213
Interactive Financial Advisors
Illinois
$4.29M -$6.63M -33,364 -61%
NIPH
214
NN Investment Partners Holdings
Netherlands
$4.26M -$2.03M -10,191 -32%
TCT
215
TIAA CREF Trust
Missouri
$4.15M +$231K +1,163 +6%
SF
216
Synovus Financial
Georgia
$4.11M +$15.7K +79 +0.4%
EA
217
Elm Advisors
California
$4.08M +$136K +685 +3%
SAM
218
Securian Asset Management
Minnesota
$4.01M – – –
IA
219
IFP Advisors
Florida
$3.99M +$567K +2,855 +17%
BPCE
220
Bank Pictet & Cie (Europe)
Germany
$3.97M – – –
FFA
221
First Foundation Advisors
California
$3.94M – – –
OC
222
Oppenheimer & Co
New York
$3.94M +$184K +925 +5%
Comerica Bank
223
Comerica Bank
Texas
$3.93M -$465K -2,347 -11%
LIM
224
Leavell Investment Management
Alabama
$3.91M -$9.93K -50 -0.3%
LFA
225
Landmark Financial Advisors
Kentucky
$3.89M +$532K +2,680 +16%
7 8
9
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