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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 %
LC
2001
LCNB Corp
Ohio
$1.31M +$411K +800 +46%
EA
2002
Evolution Advisers
Virginia
$1.3M -$1.33M -2,594 -51%
BAMG
2003
Brand Asset Management Group
Missouri
$1.3M +$280K +545 +27%
MIM
2004
Miller Investment Management
Pennsylvania
$1.3M
JSA
2005
Jim Saulnier & Associates
Colorado
$1.3M +$8.74K +17 +0.7%
BMO
2006
Beck Mack & Oliver
New York
$1.29M
MFS
2007
Madrona Financial Services
Washington
$1.28M +$37K +72 +3%
BW
2008
BXM Wealth
Colorado
$1.28M -$369K -718 -22%
RCM
2009
Richardson Capital Management
Wisconsin
$1.28M +$36K +70 +3%
WWA
2010
Wingate Wealth Advisors
Massachusetts
$1.28M +$161K +314 +14%
SPFA
2011
Summit Place Financial Advisors
New Jersey
$1.27M
GWA
2012
Geometric Wealth Advisors
District of Columbia
$1.27M +$39.6K +77 +3%
PWA
2013
Peterson Wealth Advisors
Utah
$1.27M +$721K +1,556 +131%
SFG
2014
Sather Financial Group
Texas
$1.27M +$209K +407 +20%
MS
2015
Madden Securities
Texas
$1.27M -$1.03K -2 -0.1%
MIM
2016
Marshall Investment Management
Colorado
$1.27M +$10.3K +20 +0.8%
W
2017
Wealthquest
Ohio
$1.27M -$84.8K -165 -6%
RA
2018
Rockingstone Advisors
Massachusetts
$1.26M -$8.74K -17 -0.7%
JWM
2019
Jupiter Wealth Management
Colorado
$1.26M
STA
2020
Smith Thornton Advisors
Alabama
$1.26M -$30.8K -60 -2%
VFG
2021
V2 Financial group
Illinois
$1.26M +$221K +431 +21%
GSIAS
2022
Garden State Investment Advisory Services
New Jersey
$1.25M +$1.54K +3 +0.1%
BIA
2023
Benchmark Investment Advisors
Illinois
$1.25M +$4.63K +9 +0.4%
NRC
2024
New Republic Capital
North Carolina
$1.25M +$51.4K +100 +4%
CWP
2025
Cyndeo Wealth Partners
Florida
$1.25M -$77.1K -150 -6%