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Vanguard S&P 500 ETF

3,830 hedge funds and large institutions have $342B invested in Vanguard S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 532 funds opening new positions, 1,768 increasing their positions, 1,144 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

498% more first-time investments, than exits

New positions opened: 532 | Existing positions closed: 89

55% more repeat investments, than reductions

Existing positions increased: 1,768 | Existing positions reduced: 1,144

26% more call options, than puts

Call options by funds: $1.54B | Put options by funds: $1.22B

18% more capital invested

Capital invested by funds: $290B → $342B (+$52.5B)

15% more funds holding in top 10

Funds holding in top 10: 819942 (+123)

11% more funds holding

Funds holding: 3,4593,830 (+371)

3.36% more ownership

Funds ownership: 38.32%41.68% (+3.4%)

Holders
3,830
Holders Change
+371
Holders Change %
+10.73%
% of All Funds
46.58%
Holding in Top 10
942
Holding in Top 10 Change
+123
Holding in Top 10 Change %
+15.02%
% of All Funds
11.46%
New
532
Increased
1,768
Reduced
1,144
Closed
89
Calls
$1.54B
Puts
$1.22B
Net Calls
+$321M
Net Calls Change
+$508M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
2001
Alpha Capital Advisors
Maine
$2.34M +$2.28M +3,671 New
BEW
2002
Burton Enright Welch
California
$2.34M +$305K +490 +15%
HCM
2003
Hengehold Capital Management
Ohio
$2.34M +$20.5K +33 +0.9%
WMG
2004
WESCAP Management Group
California
$2.33M +$267K +430 +13%
SWA
2005
Strategic Wealth Advisors
Arizona
$2.33M +$2.31M +3,714 New
TAM
2006
Tocqueville Asset Management
New York
$2.33M -$109K -176 -5%
AWM
2007
Aries Wealth Management
Maine
$2.32M -$62.1K -100 -3%
CPA
2008
Capital Performance Advisors
California
$2.32M +$1.78M +2,858 +338%
EWA
2009
Exit Wealth Advisors
Georgia
$2.32M +$334K +537 +17%
KWM
2010
KMT Wealth Management
California
$2.32M +$69K +111 +3%
VBFP
2011
Valtinson Bruner Financial Planning
Minnesota
$2.31M +$4.97K +8 +0.2%
CBA
2012
Coastal Bridge Advisors
Connecticut
$2.31M +$717K +1,154 +46%
BBNB
2013
Baker Boyer National Bank
Washington
$2.3M +$1.24K +2 +0.1%
HA
2014
Harfst & Associates
Wyoming
$2.3M -$263K -423 -10%
EWP
2015
Equity Wealth Partners
Missouri
$2.3M +$85.1K +137 +4%
GEA
2016
Glen Eagle Advisors
New Jersey
$2.3M +$669K +1,076 +42%
SIP
2017
Snowwater Investment Partners
Connecticut
$2.3M +$2.28M +3,661 New
BI
2018
Berkeley Inc
Idaho
$2.28M -$88.9K -143 -4%
PFA
2019
Presper Financial Architects
Ohio
$2.28M
CWM
2020
Cherrydale Wealth Management
New Jersey
$2.28M +$12.4K +20 +0.6%
AW
2021
Alaethes Wealth
Nevada
$2.27M +$31.1K +50 +1%
SFGP
2022
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$2.27M -$24.9K -40 -1%
CIA
2023
Compass Ion Advisors
Pennsylvania
$2.26M +$2.49K +4 +0.1%
MFC
2024
Morris Financial Concepts
South Carolina
$2.26M +$191K +308 +9%
IWA
2025
IBEX Wealth Advisors
New Jersey
$2.26M +$675K +1,086 +43%