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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 %
MFS
2001
Madrona Financial Services
Washington
$1.49M +$73.3K +129 +5%
IFA
2002
Independence Financial Advisors
New Hampshire
$1.49M
CWM
2003
CIBC World Markets
New York
$1.49M +$5.11K +9 +0.3%
KWMG
2004
King Wealth Management Group
Florida
$1.49M +$320K +564 +27%
BIA
2005
BHK Investment Advisors
Alabama
$1.49M
MWP
2006
Madison Wealth Partners
Wisconsin
$1.48M +$220K +388 +17%
WWA
2007
Wingate Wealth Advisors
Massachusetts
$1.48M +$70.4K +124 +5%
NRC
2008
New Republic Capital
North Carolina
$1.48M +$85.5K +150 +6%
ECM
2009
EagleClaw Capital Management
Massachusetts
$1.47M
CF
2010
Claris Financial
Virginia
$1.47M +$2.27K +4 +0.2%
FM
2011
Family Management
New York
$1.47M +$314K +552 +27%
AWM
2012
Accurate Wealth Management
Florida
$1.47M +$633K +1,100 +76%
BWM
2013
BlackDiamond Wealth Management
New York
$1.46M
MEAC
2014
M.E. Allison & Co
Texas
$1.46M +$844K +1,485 +136%
IWA
2015
IBEX Wealth Advisors
New Jersey
$1.46M +$1.46M +2,573 New
CWAG
2016
Compton Wealth Advisory Group
Virginia
$1.45M +$426K +750 +41%
IAMOG
2017
Investors Asset Management of Georgia
Georgia
$1.45M +$2.84K +5 +0.2%
TNBTD
2018
Trustmark National Bank Trust Department
Mississippi
$1.45M -$320K -564 -18%
OFG
2019
Orcam Financial Group
California
$1.45M -$162K -286 -10%
Invesco
2020
Invesco
Georgia
$1.45M -$10.8K -19 -0.7%
LWM
2021
Level Wealth Management
North Carolina
$1.44M -$5.11K -9 -0.4%
MHB
2022
Midwest Heritage Bank
Iowa
$1.44M +$60.2K +106 +4%
MIM
2023
Miller Investment Management
Pennsylvania
$1.44M
JSA
2024
Jim Saulnier & Associates
Colorado
$1.43M +$568 +1 +0%
TFM
2025
TFC Financial Management
Massachusetts
$1.43M +$152K +267 +12%