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Vanguard S&P 500 ETF

3,277 hedge funds and large institutions have $229B invested in Vanguard S&P 500 ETF in 2025 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,632 increasing their positions, 1,086 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,277
Holders Change
-2
Holders Change %
-0.06%
% of All Funds
44.51%
Holding in Top 10
780
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-1.02%
% of All Funds
10.59%
New
183
Increased
1,632
Reduced
1,086
Closed
119
Calls
$1.29B
Puts
$1.04B
Net Calls
+$249M
Net Calls Change
+$129M
Name Holding Trade Value Shares
Change
Shares
Change %
LIM
526
Leavell Investment Management
Alabama
$30.6M +$675K +1,314 +2%
BWM
527
Boyd Wealth Management
California
$30.5M -$10.6M -20,590 -26%
FMP
528
Financial Management Professionals
Texas
$30.4M +$1.24M +2,406 +4%
FB
529
Fulton Bank
Pennsylvania
$30.3M +$2.41M +4,695 +9%
SLT
530
St Louis Trust
Missouri
$30.3M +$4.41M +8,587 +17%
JWM
531
Jackson Wealth Management
Florida
$30.3M -$37.3M -72,502 -55%
AFO
532
Aurelius Family Office
New Hampshire
$30.2M +$125K +244 +0.4%
HCM
533
Howland Capital Management
Massachusetts
$30.1M +$12M +23,408 +66%
CA
534
Claro Advisors
Massachusetts
$30M +$1.24M +2,412 +4%
IFS
535
Intelligent Financial Strategies
Minnesota
$29.3M -$835K -1,624 -3%
MPW
536
MGO Private Wealth
California
$29.3M -$436K -848 -1%
CG
537
Cynosure Group
Utah
$29.2M +$9.7M +18,869 +50%
SAM
538
Securian Asset Management
Minnesota
$29.2M -$1.43M -2,775 -5%
BWM
539
BCS Wealth Management
Tennessee
$29.2M +$2.92M +5,676 +11%
IIA
540
Integral Investment Advisors
California
$29.1M +$2.3M +4,478 +9%
CAG
541
Crestwood Advisors Group
Massachusetts
$29.1M +$1.38M +2,695 +5%
TWM
542
Topsail Wealth Management
North Carolina
$29.1M +$18K +35 +0.1%
ALA
543
Atlas Legacy Advisors
California
$29M +$15.2M +29,659 +111%
DAS
544
Diversify Advisory Services
Utah
$29M -$465K -912 -2%
BP
545
BBR Partners
New York
$28.9M +$31.3K +61 +0.1%
BMC
546
Bear Mountain Capital
Washington
$28.8M +$1.58M +3,094 +6%
TF
547
Trek Financial
Arizona
$28.4M -$7.51M -14,619 -21%
BFO
548
Boston Family Office
Massachusetts
$28.3M +$5.7M +11,085 +25%
OHWP
549
Oak Harbor Wealth Partners
North Carolina
$28.2M +$637K +1,239 +2%
BCM
550
Basso Capital Management
Connecticut
$28.1M +$2.26M +4,405 +9%