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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
CWA
251
CM Wealth Advisors
Ohio
$412K
ACI
252
Alpha Cubed Investments
California
$406K
OPW
253
Oxler Private Wealth
New York
$396K +$1.82K +9 +0.5%
PPW
254
Pasadena Private Wealth
California
$394K
IA
255
IFG Advisors
Missouri
$386K
KP
256
Keel Point
Alabama
$385K
Lido Advisors
257
Lido Advisors
California
$383K +$405 +2 +0.1%
AWA
258
Arkadios Wealth Advisors
Georgia
$381K -$44.8K -221 -11%
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$374K +$405 +2 +0.1%
USCWA
260
U.S. Capital Wealth Advisors
Texas
$373K
SMC
261
Smith, Moore & Co
Missouri
$373K +$1.62K +8 +0.4%
Calamos Advisors
262
Calamos Advisors
Illinois
$371K
GPA
263
Guidance Point Advisors
Massachusetts
$367K +$1.62K +8 +0.4%
CA
264
CapWealth Advisors
Tennessee
$366K
SIS
265
Sound Income Strategies
Florida
$360K +$347K +1,713 New
KWM
266
Kingsview Wealth Management
Oregon
$357K -$167K -827 -32%
LWL
267
Leo Wealth LLC
Texas
$357K -$16K -79 -4%
AWA
268
A4 Wealth Advisors
North Carolina
$351K -$64.8K -320 -16%
KA
269
Kovack Advisors
Florida
$347K +$105K +519 +44%
NAS
270
Nicolet Advisory Services
Wisconsin
$345K
IC
271
IEQ Capital
California
$344K +$5.06K +25 +2%
HA
272
Hanover Advisors
South Carolina
$344K
SCA
273
Snowden Capital Advisors
New York
$343K -$61.6K -304 -15%
BCM
274
Becker Capital Management
Oregon
$343K +$53.3K +263 +19%
SPC
275
Sigma Planning Corp
Michigan
$337K -$8.71K -43 -3%