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Vanguard S&P 500 ETF

3,308 hedge funds and large institutions have $270B invested in Vanguard S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 209 funds opening new positions, 1,592 increasing their positions, 1,086 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,308
Holders Change
+31
Holders Change %
+0.95%
% of All Funds
44.34%
Holding in Top 10
790
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+1.28%
% of All Funds
10.59%
New
209
Increased
1,592
Reduced
1,086
Closed
110
Calls
$1.83B
Puts
$2.07B
Net Calls
-$245M
Net Calls Change
-$494M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
2726
Compass Planning Associates
Massachusetts
$448K +$61.9K +109 +16%
PAM
2727
Pegasus Asset Management
New York
$444K
SGK
2728
Steigerwald Gordon & Koch
Virginia
$444K -$18.2K -32 -4%
ACG
2729
Allen Capital Group
Nebraska
$444K +$6.25K +11 +1%
AWA
2730
Alta Wealth Advisors
Massachusetts
$443K -$7.38K -13 -2%
VBFG
2731
Vishria Bird Financial Group
Tennessee
$443K +$131K +231 +42%
GWAM
2732
Guardian Wealth Advisors (Minnesota)
Minnesota
$440K -$6.82K -12 -2%
LFA
2733
Legacy Financial Advisors
Kentucky
$439K +$3.98K +7 +0.9%
KA
2734
Kure Advisory
Minnesota
$439K +$6.82K +12 +2%
CF
2735
Convergence Financial
Missouri
$439K -$67K -118 -13%
PJWM
2736
Philip James Wealth Mangement
Georgia
$438K
SLWA
2737
San Luis Wealth Advisors
California
$438K
ICP
2738
Interchange Capital Partners
Pennsylvania
$437K -$369K -650 -46%
ACM
2739
Avalon Capital Management
California
$436K
PA
2740
Pineridge Advisors
Missouri
$435K -$24.4K -43 -5%
SHFA
2741
SC&H Financial Advisors
Maryland
$433K -$118K -207 -21%
NLP
2742
Next Level Private
New York
$433K +$43.2K +76 +11%
TLP
2743
Trinity Legacy Partners
Texas
$431K +$2.87K +5 +0.7%
SIC
2744
Sterling Investment Counsel
New York
$431K +$10.8K +19 +3%
MFG
2745
Mustico Financial Group
New York
$431K +$431K +743 New
DF
2746
Define Financial
California
$429K +$568 +1 +0.1%
VC
2747
Veracity Capital
Georgia
$428K
TA
2748
TrueWealth Advisors
Alabama
$428K
PG
2749
Patten Group
Tennessee
$427K
LA
2750
Lakeside Advisors
Washington
$426K