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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
SFA
276
Sequoia Financial Advisors
Ohio
$336K -$10.3K -51 -3%
OWP
277
ORG Wealth Partners
Texas
$334K +$102K +502 +44%
SS
278
Sunbelt Securities
Texas
$331K
LA
279
Lakeside Advisors
Washington
$331K +$327K +1,614 New
BRWA
280
B. Riley Wealth Advisors
Florida
$330K +$405 +2 +0.1%
CCWM
281
Cassaday & Co Wealth Management
Virginia
$325K
CWM
282
Centric Wealth Management
Illinois
$324K
NWAG
283
Net Worth Advisory Group
Utah
$320K -$145K -715 -31%
HCP
284
Hardin Capital Partners
South Carolina
$313K +$202 +1 +0.1%
FFA
285
Florida Financial Advisors
Florida
$312K +$41.7K +206 +16%
PWP
286
Principle Wealth Partners
Connecticut
$311K +$202 +1 +0.1%
WMA
287
Wealth Management Associates
New Jersey
$304K
CA
288
CGN Advisors
Kansas
$303K -$22.7K -112 -7%
Bank of New York Mellon
289
Bank of New York Mellon
New York
$301K +$202 +1 +0.1%
FW
290
Fairway Wealth
Ohio
$295K +$1.42K +7 +0.5%
CPIG
291
Chicago Partners Investment Group
Illinois
$294K +$285K +1,406 New
CLIP
292
Colter Lewis Investment Partners
Connecticut
$288K +$285K +1,408 New
GAB
293
German American Bancorp
Indiana
$287K
BFG
294
Berger Financial Group
Minnesota
$285K +$607 +3 +0.2%
RIS
295
Richmond Investment Services
Wisconsin
$285K -$161K -796 -36%
AMAL
296
Asset Management Advisors LLC
Oklahoma
$277K -$39.5K -195 -13%
BWM
297
Birchcreek Wealth Management
Ohio
$277K
GIA
298
Gladstone Institutional Advisory
Florida
$277K
EGA
299
Eagle Global Advisors
Texas
$277K -$30.4K -150 -10%
AFG
300
Atomi Financial Group
New York
$276K