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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 %
BMO
2026
Beck Mack & Oliver
New York
$1.42M
AWC
2027
Adamsbrown Wealth Consultants
Kansas
$1.42M -$64.2K -113 -4%
GWA
2028
Geometric Wealth Advisors
District of Columbia
$1.42M +$10.8K +19 +0.8%
CWMGO
2029
Capstone Wealth Management Group (Oregon)
Oregon
$1.42M -$164K -289 -10%
SPFA
2030
Summit Place Financial Advisors
New Jersey
$1.41M +$6.25K +11 +0.4%
VFG
2031
Valley Financial Group
Pennsylvania
$1.41M -$69.3K -122 -5%
GFA
2032
Gallagher Fiduciary Advisors
Illinois
$1.41M -$89.2K -157 -6%
CBA
2033
Coastal Bridge Advisors
Connecticut
$1.41M +$1.41M +2,479 New
CSB
2034
City State Bank
Iowa
$1.4M +$244K +430 +21%
MPW
2035
Magnolia Private Wealth
Pennsylvania
$1.4M -$81.8K -144 -6%
SCP
2036
Sandhill Capital Partners
New York
$1.4M +$155K +273 +12%
GSIAS
2037
Garden State Investment Advisory Services
New Jersey
$1.4M +$10.2K +18 +0.7%
MS
2038
Madden Securities
Texas
$1.4M -$5.68K -10 -0.4%
STA
2039
Smith Thornton Advisors
Alabama
$1.4M
DCM
2040
Dimension Capital Management
Florida
$1.4M +$507K +892 +57%
EA
2041
Evolution Advisers
Virginia
$1.39M -$50.7K -89 -4%
SFG
2042
Sather Financial Group
Texas
$1.39M -$12.5K -22 -0.9%
OPPS
2043
Obsidian Personal Planning Solutions
Maryland
$1.39M +$513K +903 +58%
SWA
2044
Sightline Wealth Advisors
Connecticut
$1.39M -$486K -856 -26%
HC
2045
Hamilton Capital
Ohio
$1.39M +$201K +354 +17%
RRA
2046
Round Rock Advisors
Connecticut
$1.39M -$223K -392 -14%
CFA
2047
Cahill Financial Advisors
Minnesota
$1.38M +$11.4K +20 +0.8%
KFS
2048
Kaizen Financial Strategies
California
$1.38M +$15.9K +28 +1%
RA
2049
Rockingstone Advisors
Massachusetts
$1.38M -$19.9K -35 -1%
ZAM
2050
Zevin Asset Management
Massachusetts
$1.38M