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Vanguard S&P 500 Value ETF

434 hedge funds and large institutions have $2.76B invested in Vanguard S&P 500 Value ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 33

35% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 119

10% more capital invested

Capital invested by funds: $2.51B → $2.76B (+$255M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more funds holding

Funds holding: 421434 (+13)

1.67% more ownership

Funds ownership: 43.93%45.6% (+1.7%)

69% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $5.96M

Holders
434
Holders Change
+13
Holders Change %
+3.09%
% of All Funds
5.28%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
51
Increased
161
Reduced
119
Closed
33
Calls
$1.84M
Puts
$5.96M
Net Calls
-$4.12M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
FPL
226
Fortress Private Ledger
North Carolina
$523K +$517K +2,551 New
RA
227
Rodgers & Associates
Pennsylvania
$522K
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$518K +$17.6K +87 +4%
BIA
229
BHK Investment Advisors
Alabama
$512K
PFG
230
Pinnacle Financial Group
Illinois
$512K
SS
231
SBI Securities
Japan
$507K -$42.1K -208 -8%
SG
232
StoneX Group
New York
$501K -$3.05M -15,071 -86%
AWM
233
Axxcess Wealth Management
California
$498K -$39.5K -195 -7%
RC
234
Roundview Capital
New Jersey
$497K
WA
235
Waverly Advisors
Alabama
$496K +$144K +712 +42%
HWA
236
Heritage Wealth Advisors
Virginia
$480K +$1.62K +8 +0.3%
SDAM
237
Shulman DeMeo Asset Management
New York
$480K +$2.23K +11 +0.5%
CWS
238
Confluence Wealth Services
Pennsylvania
$479K -$6.08K -30 -1%
SPIA
239
Steward Partners Investment Advisory
New York
$479K +$1.22K +6 +0.3%
WWM
240
Western Wealth Management
Colorado
$474K -$20.9K -103 -4%
EPW
241
Endeavor Private Wealth
Kansas
$471K
RFP
242
Root Financial Partners
California
$470K -$24.7K -122 -5%
EFA
243
Evernest Financial Advisors
Indiana
$459K -$7.49K -37 -2%
RWA
244
Roberts Wealth Advisors
California
$454K +$21.3K +105 +5%
BMM
245
Berkshire Money Management
Massachusetts
$439K +$434K +2,142 New
1WM
246
1900 Wealth Management
Texas
$430K +$1.62K +8 +0.4%
WAM
247
Walker Asset Management
Missouri
$429K
AQR Capital Management
248
AQR Capital Management
Connecticut
$420K +$416K +2,052 New
PWW
249
Pettyjohn Wood & White
Virginia
$420K -$3.04K -15 -0.7%
MIM
250
Marshall Investment Management
Colorado
$416K -$77.4K -382 -16%