Stock ownership · SEC 13F · Q4 2025

VANGUARD S&P 500 ETF

A breakdown of VANGUARD S&P 500 ETF's institutional base (CUSIP 922908363): the holders, the concentration among them, and what changed last quarter.

$390.4M
Reported value
29
Institutions
88%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, VANGUARD S&P 500 ETF ranks #34 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 29 institutions report $390.4M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.

29
institutions hold it
$390.4M
reported 13F value
88%
held by top 5
#34
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, VANGUARD S&P 500 ETF ranks #34 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 922908363 · Q4 2025 $390M reported

VALUE-MEGA · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL

  • VALUE-MEGA #34/775
  • HOLDERS-NARROW 29 filers
  • CONC-DOM 88% top-5
  • PHOTO-FINISH ACCENTURE IRELAND F
  • ACTIVITY-HOT 26 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: ACCENTURE PLC IRELAND F

Read with: Ownership concentration guide - VANGUARD S&P 500 ETF's top-five holders account for 88% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · VANGUARD S&P 500 ETF

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

JPMORGAN CHASE & . · near$395MISHARES TR · near$394MACCENTURE IRELAND F · near$394MVANGUARD S&P 500 ETF · this …$390MHCA HEALTHCARE · near$373M
Aggregate reported institutional value ($)

VANGUARD S&P 500 ETF vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

29 Top 6% higher than 94% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of VANGUARD S&P 500 ETF
  1. 1
    West Virginia University Foundation, Inc $283.6M
  2. 2
    TD Capital Management LLC $24.0M
  3. 3
    Avory & Company, LLC $18.1M
  4. 4
    Stone Wealth Partners $8.7M
  5. 5
    Westshore Wealth, LLC $8.5M
  6. 6
    Tempo Wealth, LLC $7.3M

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a VANGUARD S&P 500 ETF position has risen from 17 to 29 over the last 8 quarters of 13F filings.

010203040 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 29
Distinct 13F filers holding VANGUARD S&P 500 ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 West Virginia University Foundation, Inc 452,174 $283.6M 72.6%
2 TD Capital Management LLC 38,292 $24.0M 6.2%
3 Avory & Company, LLC 28,810 $18.1M 4.6%
4 Stone Wealth Partners 13,855 $8.7M 2.2%
5 Westshore Wealth, LLC 13,554 $8.5M 2.2%
6 Tempo Wealth, LLC 11,595 $7.3M 1.9%
7 DGS Capital Management, LLC 10,134 $6.4M 1.6%
8 BEACON ADVISORS HOLDINGS, LLC 10,007 $6.3M 1.6%
9 Anchor Investment Management, LLC 9,914 $6.2M 1.6%
10 SSA SWISS ADVISORS AG 5,825 $3.7M 0.9%
11 Bell Investment Advisors, Inc 4,073 $2.6M 0.7%
12 MidFirst Bank 3,859 $2.4M 0.6%
13 DiPaolo Financial Group, Inc. 3,597 $2.3M 0.6%
14 Diesslin Group, Inc. 3,540 $2.2M 0.6%
15 Cross Staff Investments Inc 2,320 $1.5M 0.4%
16 Compass Financial Services Inc 2,179 $1.4M 0.3%
17 Lynch Investment Planning, LLC 1,722 $1.1M 0.3%
18 Alpine Global Management, LLC 1,665 $1.0M 0.3%
19 Macco Financial Group, Inc. 1,578 $990K 0.3%
20 46 Peaks LLC 799 $501K 0.1%
21 Financially in Tune, LLC 603 $378K 0.1%
22 BDFS Capital LLC 587 $368K 0.1%
23 OakTrust Wealth Advisors, LLC 457 $287K 0.1%
24 Banque Transatlantique SA 365 $229K 0.1%
25 Alternative Investment Advisors, LLC. 361 $227K 0.1%
26 KW WEALTH MANAGEMENT LLC 339 $213K 0.1%
27 CHELSEA COUNSEL CO 228 $143K 0.0%
28 Strategic Investment Solutions, Inc. /IL 59 $37K 0.0%
29 Topor & Co. Korea 55,149 $35K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD S&P 500 ETF's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
99.9%
Shared-defined discretion (DFND)
0.1%

Latest Quarter Activity · Q4 2025

New positions (26)

West Virginia University Foundation, Inc $283.6M
Avory & Company, LLC $18.1M
Stone Wealth Partners $8.7M
Westshore Wealth, LLC $8.5M
Tempo Wealth, LLC $7.3M
DGS Capital Management, LLC $6.4M

Complete exits (29)

TrueWealth Financial Partners exited
ALEXANDER LABRUNERIE & CO., INC. exited
Caerus Investment Advisors, LLC exited
Asset Dedication, LLC exited
Sulzberger Capital Advisors, Inc. exited
Cherry Tree Wealth Management, LLC exited

Frequently Asked Questions

How many institutions hold VANGUARD S&P 500 ETF?▼
VANGUARD S&P 500 ETF is held by 29 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does VANGUARD S&P 500 ETF sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, VANGUARD S&P 500 ETF ranks #34 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of VANGUARD S&P 500 ETF?▼
Institutions report $390.4M of VANGUARD S&P 500 ETF as of Q4 2025.
How concentrated is ownership of VANGUARD S&P 500 ETF?▼
The top five institutional holders account for 88% of the reported institutional value in VANGUARD S&P 500 ETF, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of VANGUARD S&P 500 ETF?▼
West Virginia University Foundation, Inc is the largest reported holder of VANGUARD S&P 500 ETF with $283.6M across 452,174 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for VANGUARD S&P 500 ETF: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($390.4M here).

ACCENTURE PLC IRELAND F $393.5M ISHARES TR $393.8M JPMORGAN CHASE & CO. $395.3M HCA HEALTHCARE INC $373.3M

Similar holder count

Nearest stocks by number of disclosing 13F holders (29 here).

EXXON MOBIL CORP 29 HOME DEPOT INC 30 BROADCOM INC 28 INVSC QQQ TRUST SRS 1 28

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.