We are live on ! Find out more
VOOV icon

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
IFG
251
Independent Financial Group
California
$384K +$25.4K +131 +7%
OPW
252
Oxler Private Wealth
New York
$384K +$1.75K +9 +0.5%
PPW
253
Pasadena Private Wealth
California
$383K
Lido Advisors
254
Lido Advisors
California
$383K +$9.71K +50 +3%
IA
255
IFG Advisors
Missouri
$376K +$194 +1 +0.1%
KP
256
Keel Point
Alabama
$375K
SAG
257
SageView Advisory Group
California
$367K +$388 +2 +0.1%
USCWA
258
U.S. Capital Wealth Advisors
Texas
$364K
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$364K +$388 +2 +0.1%
LWL
260
Leo Wealth LLC
Texas
$363K +$3.11K +16 +0.9%
GVAG
261
Great Valley Advisor Group
Delaware
$362K +$352K +1,814 New
SMC
262
Smith, Moore & Co
Missouri
$361K +$1.55K +8 +0.4%
Calamos Advisors
263
Calamos Advisors
Illinois
$361K
BIM
264
Bridges Investment Management
Nebraska
$361K
CA
265
CapWealth Advisors
Tennessee
$357K
GPA
266
Guidance Point Advisors
Massachusetts
$355K +$1.55K +8 +0.5%
WFA
267
WMG Financial Advisors
Tennessee
$349K +$340K +1,751 New
WA
268
Waverly Advisors
Alabama
$341K +$8.74K +45 +3%
SFA
269
Sequoia Financial Advisors
Ohio
$337K +$77.6K +400 +31%
SPC
270
Sigma Planning Corp
Michigan
$337K -$99.8K -514 -23%
HA
271
Hanover Advisors
South Carolina
$335K
IC
272
IEQ Capital
California
$331K +$1.55K +8 +0.5%
NAS
273
Nicolet Advisory Services
Wisconsin
$330K
SS
274
Sunbelt Securities
Texas
$322K
BRWA
275
B. Riley Wealth Advisors
Florida
$321K -$971 -5 -0.3%