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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 %
PP
1001
Patten & Patten
Tennessee
$9.82M +$5.11K +9 +0.1%
MWM
1002
Mission Wealth Management
California
$9.79M +$278K +490 +3%
FLPIM
1003
F.L. Putnam Investment Management
Massachusetts
$9.78M -$152K -267 -2%
RZH
1004
Relyea Zuckerberg Hanson
Connecticut
$9.78M +$1.74M +3,064 +22%
SYBT
1005
Stock Yards Bank & Trust
Kentucky
$9.77M -$202K -356 -2%
CAG
1006
Csenge Advisory Group
Florida
$9.75M -$996K -1,839 -9%
SWA
1007
Serenus Wealth Advisors
California
$9.75M +$171K +333 +2%
CA
1008
Clune & Associates
Illinois
$9.74M +$611K +1,076 +7%
PA
1009
Pinnacle Associates
New York
$9.73M -$240K -423 -2%
WLIM
1010
White Lighthouse Investment Management
Massachusetts
$9.72M +$227K +400 +2%
HIP
1011
HUB Investment Partners
Texas
$9.7M +$609K +1,072 +7%
SFG
1012
Sunburst Financial Group
Alabama
$9.69M -$14.2K -25 -0.1%
AIC
1013
Ayalon Insurance Company
Israel
$9.68M +$875K +1,540 +10%
GWMR
1014
GC Wealth Management RIA
Massachusetts
$9.67M +$847K +1,492 +10%
RIL
1015
Rothschild Investment LLC
Illinois
$9.61M +$729K +1,284 +8%
FWM
1016
Fonville Wealth Management
Virginia
$9.59M +$257K +453 +3%
JPG
1017
Jordan Park Group
California
$9.58M -$748K -1,316 -7%
MHIC
1018
Marble Harbor Investment Counsel
Massachusetts
$9.57M
Amundi
1019
Amundi
France
$9.54M -$9.59M -16,815 -50%
BW
1020
Balance Wealth
Ohio
$9.53M +$790K +1,391 +9%
CSIC
1021
Clifford Swan Investment Counsel
California
$9.5M -$627K -1,103 -6%
NWA
1022
Navis Wealth Advisors
New York
$9.46M
FFS
1023
Founders Financial Securities
Maryland
$9.45M +$2.96M +5,212 +46%
CI
1024
CPR Investments
Michigan
$9.35M +$4.22M +7,426 +82%
SMFG
1025
Sumitomo Mitsui Financial Group
Japan
$9.34M -$393K -691 -4%