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Vanguard S&P 500 ETF

3,309 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, 1,087 reducing their positions, and 110 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,309
Holders Change
+32
Holders Change %
+0.98%
% 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
1,087
Closed
110
Calls
$1.83B
Puts
$2.07B
Net Calls
-$245M
Net Calls Change
-$494M
Name Holding Trade Value Shares
Change
Shares
Change %
MAG
1301
M3 Advisory Group
Massachusetts
$5.54M +$523K +921 +10%
ESB
1302
Essex Savings Bank
Connecticut
$5.53M -$29.5K -52 -0.5%
FWP
1303
Family Wealth Partners
North Carolina
$5.52M -$531K -934 -9%
LWM
1304
Lyell Wealth Management
California
$5.52M +$3.22M +5,676 +141%
DWA
1305
Douglass Winthrop Advisors
New York
$5.52M -$414K -728 -7%
SIS
1306
Sound Income Strategies
Florida
$5.51M -$855K -1,506 -13%
IP
1307
Ignite Planners
California
$5.47M -$167K -289 -3%
ASG
1308
Ariston Services Group
California
$5.46M +$8.52K +15 +0.2%
BL
1309
BFSG LLC
California
$5.44M -$26.1K -46 -0.5%
GCL
1310
Gouws Capital LLC
North Carolina
$5.44M -$78.4K -138 -1%
SPC
1311
Spirepoint Private Client
Florida
$5.43M +$405K +713 +8%
VCP
1312
Vista Capital Partners
Oregon
$5.36M
SI
1313
Saxon Interests
Texas
$5.36M
GKWIM
1314
Gerber Kawasaki Wealth & Investment Management
California
$5.35M +$230K +404 +4%
GCM
1315
Generation Capital Management
New York
$5.33M +$55.1K +97 +1%
PP
1316
PDS Planning
Ohio
$5.33M +$332K +585 +7%
AIS
1317
American Investment Services
Massachusetts
$5.33M -$1.44M -2,543 -21%
BEC
1318
Blue Edge Capital
Virginia
$5.32M +$56.2K +99 +1%
CA
1319
Calton & Associates
Florida
$5.31M +$673K +1,185 +15%
SFG
1320
Sovereign Financial Group
Connecticut
$5.29M +$930K +1,638 +21%
WKWM
1321
Walter & Keenan Wealth Management
Indiana
$5.28M +$84.6K +149 +2%
ACA
1322
Affinity Capital Advisors
California
$5.28M +$2.11M +3,707 +66%
MFA
1323
Mayflower Financial Advisors
Massachusetts
$5.28M +$149K +262 +3%
FMI
1324
F/M Investments
District of Columbia
$5.28M -$5.45M -9,592 -51%
CKAIS
1325
Christensen King & Associates Investment Services
Washington
$5.27M +$122K +214 +2%