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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, 1,593 increasing their positions, 1,086 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
1,593
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 %
WMR
1901
Wealth Management Resources
Rhode Island
$1.82M -$523K -920 -22%
CWA
1902
Clearview Wealth Advisors
Oregon
$1.81M -$6.82K -12 -0.4%
Fayez Sarofim & Co
1903
Fayez Sarofim & Co
Texas
$1.81M
IF
1904
Integrity Financial
Wyoming
$1.81M -$1.96M -3,446 -52%
FWM
1905
Fortress Wealth Management
California
$1.8M
TFA
1906
Teamwork Financial Advisors
Texas
$1.8M -$60.2K -106 -3%
BSTWA
1907
Blake Schutter Theil Wealth Advisors
Ohio
$1.79M -$18.2K -32 -1%
RFS
1908
Retirement Financial Solutions
Tennessee
$1.79M +$1.7K +3 +0.1%
FWP
1909
Falcon Wealth Planning
California
$1.79M +$39.8K +70 +2%
WF
1910
Welch & Forbes
Massachusetts
$1.78M -$1.49M -2,631 -46%
PAS
1911
Professional Advisory Services
Florida
$1.78M +$47.2K +83 +3%
FFG
1912
Fiduciary Financial Group
California
$1.78M +$81.2K +143 +5%
IIA
1913
IPG Investment Advisors
California
$1.77M +$203K +357 +13%
WWM
1914
Wolff Wiese Magana
California
$1.77M +$217K +382 +14%
HS
1915
Horan Securities
United States
$1.76M +$27.8K +49 +2%
RWM
1916
Ruedi Wealth Management
Illinois
$1.76M +$1.7K +3 +0.1%
DWP
1917
Destiny Wealth Partners
Florida
$1.76M +$568 +1 +0%
ANC
1918
Ames National Corp
Iowa
$1.76M +$62.5K +110 +4%
RWA
1919
River Wealth Advisors
Pennsylvania
$1.76M -$26.7K -47 -1%
AA
1920
Alesco Advisors
New York
$1.75M -$94.9K -167 -5%
MWM
1921
Maridea Wealth Management
New York
$1.74M -$1.46M -2,567 -46%
OCM
1922
Osterweis Capital Management
California
$1.74M -$1.91M
AA
1923
Apriem Advisors
California
$1.73M -$30.1K -53 -2%
MFC
1924
Morris Financial Concepts
South Carolina
$1.73M +$1.67M +2,944 +2,831%
GFG
1925
Greystone Financial Group
Michigan
$1.73M +$462K +813 +37%