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Vanguard S&P 500 Value ETF

435 hedge funds and large institutions have $2.56B invested in Vanguard S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,613% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $489K

47% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 109

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0% more funds holding

Funds holding: 434435 (+1)

2.71% less ownership

Funds ownership: 45.6%42.89% (-2.7%)

7% less capital invested

Capital invested by funds: $2.76B → $2.56B (-$202M)

Holders
435
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
46
Increased
160
Reduced
109
Closed
35
Calls
$8.38M
Puts
$489K
Net Calls
+$7.89M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$380M +$5.32M +25,441 +1%
Morgan Stanley
2
Morgan Stanley
New York
$239M +$9.13M +43,628 +4%
UBS Group
3
UBS Group
Switzerland
$139M +$3.76M +17,967 +3%
LPL Financial
4
LPL Financial
California
$121M +$134K +639 +0.1%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$105M +$1.46M +6,963 +1%
JP Morgan Chase
6
JP Morgan Chase
New York
$96.5M -$21.4M -102,118 -17%
Raymond James Financial
7
Raymond James Financial
Florida
$89.3M +$15.5M +74,118 +20%
Ameriprise
8
Ameriprise
Minnesota
$76.3M +$3.07M +14,647 +4%
Corient Private Wealth
9
Corient Private Wealth
Florida
$62.2M -$90.6M -433,028 -59%
Osaic Holdings
10
Osaic Holdings
Arizona
$61.2M -$4.55M -21,758 -7%
SWM
11
Shakespeare Wealth Management
Wisconsin
$57.5M +$1.64M +7,833 +3%
Wells Fargo
12
Wells Fargo
California
$55.1M -$975K -4,657 -2%
SCM
13
Stordahl Capital Management
Colorado
$50M +$1.41M +6,734 +3%
HighTower Advisors
14
HighTower Advisors
Illinois
$38.2M -$6.23M -29,783 -14%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$33M -$481K -2,299 -1%
Prudential Financial
16
Prudential Financial
New Jersey
$32.6M -$343K -1,640 -1%
GSAM
17
Grant Street Asset Management
Pennsylvania
$31.1M +$841K +4,018 +3%
PIA
18
Petredis Investment Advisors
Pennsylvania
$25M -$46.7K -223 -0.2%
ZF
19
Zhang Financial
Michigan
$22M +$934K +4,462 +4%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$21.6M +$3.35M +16,004 +18%
OIA
21
OneDigital Investment Advisors
Kansas
$21.4M -$8.18M -39,098 -27%
Pathstone Holdings
22
Pathstone Holdings
New Jersey
$20M -$30.7M -146,701 -60%
PAG
23
Private Advisor Group
New Jersey
$18.2M -$2.57M -12,300 -12%
MAM
24
MMA Asset Management
Pennsylvania
$17.5M +$18M +85,908 New
PFM
25
Phillips Financial Management
Indiana
$17.1M -$2.88M -13,764 -14%