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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 %
CFAM
1001
Center For Asset Management
Florida
$8.83M +$3.14M +6,105 +55%
SIM
1002
Sentry Investment Management
Wisconsin
$8.82M +$8.82M +19,021 New
FPWM
1003
Five Pine Wealth Management
Idaho
$8.81M -$1.84M -3,584 -17%
SMFG
1004
Sumitomo Mitsui Financial Group
Japan
$8.81M -$369M -718,953 -98%
PPWM
1005
Perissos Private Wealth Management
Oklahoma
$8.8M -$4.05M -7,889 -32%
SFG
1006
Sunburst Financial Group
Alabama
$8.78M -$47.3K -92 -0.5%
KFG
1007
Kingdom Financial Group
Arizona
$8.78M -$249K -484 -3%
SJGA
1008
Stephen J. Garry & Associates
New York
$8.76M +$258K +503 +3%
IIM
1009
InTrack Investment Management
Vermont
$8.72M -$578K -1,124 -6%
AIM
1010
Avity Investment Management
Connecticut
$8.7M +$4.77M +9,288 +121%
PWP
1011
Prasad Wealth Partners
Ohio
$8.7M +$747K +1,453 +9%
PTC
1012
Private Trust Company
Ohio
$8.68M +$506K +984 +6%
FA
1013
FSA Advisors
Michigan
$8.66M +$6.08M +11,822 +235%
MHIC
1014
Marble Harbor Investment Counsel
Massachusetts
$8.66M -$1.07M -2,075 -11%
LIA
1015
LifePlan Investment Advisors
North Carolina
$8.65M -$1.14M -2,210 -12%
SWA
1016
Serenus Wealth Advisors
California
$8.65M +$377K +815 +5%
KAS
1017
KPP Advisory Services
Kentucky
$8.63M +$5.45M +10,596 +171%
MWM
1018
Mission Wealth Management
California
$8.6M +$221K +431 +3%
WLIM
1019
White Lighthouse Investment Management
Massachusetts
$8.59M +$108K +211 +1%
NWA
1020
Navis Wealth Advisors
New York
$8.56M
SFMG
1021
Sage Financial Management Group
Virginia
$8.55M -$91K -177 -1%
RT
1022
Rockland Trust
Massachusetts
$8.55M -$241K -468 -3%
AGC
1023
Aspen Grove Capital
Colorado
$8.52M +$857K +1,667 +11%
CC
1024
Courier Capital
New York
$8.5M -$1.22M -2,381 -13%
TF
1025
Tudor Financial
Ohio
$8.48M -$93.5K -182 -1%