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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
CA
276
CGN Advisors
Kansas
$317K -$3.3K -17 -1%
CCWM
277
Cassaday & Co Wealth Management
Virginia
$316K
AMAL
278
Asset Management Advisors LLC
Oklahoma
$309K
CWM
279
Centric Wealth Management
Illinois
$309K -$6.99K -36 -2%
HCP
280
Hardin Capital Partners
South Carolina
$304K
PWP
281
Principle Wealth Partners
Connecticut
$303K +$388 +2 +0.1%
EGA
282
Eagle Global Advisors
Texas
$299K
WMA
283
Wealth Management Associates
New Jersey
$296K
Bank of New York Mellon
284
Bank of New York Mellon
New York
$293K -$194 -1 -0.1%
FW
285
Fairway Wealth
Ohio
$286K +$1.36K +7 +0.5%
BCM
286
Becker Capital Management
Oregon
$282K
GAB
287
German American Bancorp
Indiana
$279K
AIM
288
AMI Investment Management
Indiana
$277K
BFG
289
Berger Financial Group
Minnesota
$277K +$59.6K +307 +28%
EPP
290
ETF Portfolio Partners
Kansas
$276K
PAS
291
Park Avenue Securities
New York
$274K -$100K -516 -27%
BWM
292
Birchcreek Wealth Management
Ohio
$270K
GIA
293
Gladstone Institutional Advisory
Florida
$269K
AFG
294
Atomi Financial Group
New York
$268K +$388 +2 +0.1%
CAM
295
Cresset Asset Management
Illinois
$266K +$1.17K +6 +0.5%
BCA
296
Bay Colony Advisors
Massachusetts
$265K -$194 -1 -0.1%
FFA
297
Florida Financial Advisors
Florida
$263K +$256K +1,318 New
LA
298
Lynch & Associates
Indiana
$259K
SGWM
299
Sterling Group Wealth Management
California
$259K
OSAM
300
O'Shaughnessy Asset Management
Connecticut
$255K -$194 -1 -0.1%