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Vanguard S&P 500 Value ETF

421 hedge funds and large institutions have $2.51B invested in Vanguard S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 128 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

16% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 128

4% more funds holding

Funds holding: 405421 (+16)

2% more capital invested

Capital invested by funds: $2.45B → $2.51B (+$59.4M)

0.76% less ownership

Funds ownership: 44.68%43.93% (-0.76%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5.84M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
39
Increased
149
Reduced
128
Closed
17
Calls
Puts
$5.84M
Net Calls
-$5.84M
Net Calls Change
-$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
226
Root Financial Partners
California
$482K +$194 +1 +0%
WWM
227
Western Wealth Management
Colorado
$482K +$1.17K +6 +0.2%
MIM
228
Marshall Investment Management
Colorado
$482K +$469K +2,415 New
HI
229
Harbour Investments
Wisconsin
$479K -$272K -1,402 -37%
XT
230
XTX Topco
Cayman Islands
$478K +$465K +2,396 New
CWS
231
Confluence Wealth Services
Pennsylvania
$472K +$1.36K +7 +0.3%
HWA
232
Heritage Wealth Advisors
Virginia
$466K +$1.55K +8 +0.3%
SDAM
233
Shulman DeMeo Asset Management
New York
$465K +$2.13K +11 +0.5%
SPIA
234
Steward Partners Investment Advisory
New York
$465K +$16.1K +83 +4%
EPW
235
Endeavor Private Wealth
Kansas
$459K +$446K +2,299 New
NWAG
236
Net Worth Advisory Group
Utah
$454K -$10.3K -53 -2%
RIS
237
Richmond Investment Services
Wisconsin
$436K -$388 -2 -0.1%
EFA
238
Evernest Financial Advisors
Indiana
$435K +$423K +2,180 New
IWC
239
Integrated Wealth Concepts
Massachusetts
$434K +$194 +1 +0%
MA
240
Marquette Associates
Illinois
$422K
RWA
241
Roberts Wealth Advisors
California
$421K +$6.6K +34 +2%
WAM
242
Walker Asset Management
Missouri
$417K
1WM
243
1900 Wealth Management
Texas
$417K -$131K -677 -24%
AWA
244
Arkadios Wealth Advisors
Georgia
$415K -$3.49K -18 -0.9%
PWW
245
Pettyjohn Wood & White
Virginia
$412K -$9.71K -50 -2%
AWA
246
A4 Wealth Advisors
North Carolina
$406K +$395K +2,033 New
CWA
247
CM Wealth Advisors
Ohio
$401K
ACI
248
Alpha Cubed Investments
California
$396K
SCA
249
Snowden Capital Advisors
New York
$395K
VCM
250
Virtue Capital Management
Tennessee
$387K -$4.73M -24,378 -97%