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Vanguard S&P 500 Value ETF

435 hedge funds and large institutions have $2.56B invested in Vanguard S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,613% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $489K

47% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 109

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0% more funds holding

Funds holding: 434435 (+1)

2.71% less ownership

Funds ownership: 45.6%42.89% (-2.7%)

7% less capital invested

Capital invested by funds: $2.76B → $2.56B (-$202M)

Holders
435
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
46
Increased
160
Reduced
109
Closed
35
Calls
$8.38M
Puts
$489K
Net Calls
+$7.89M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
BFG
301
Berger Financial Group
Minnesota
$284K +$419 +2 +0.1%
OSAM
302
O'Shaughnessy Asset Management
Connecticut
$281K +$20.7K +99 +8%
Citigroup
303
Citigroup
New York
$278K +$45.4K +217 +19%
BWM
304
Birchcreek Wealth Management
Ohio
$276K
GIA
305
Gladstone Institutional Advisory
Florida
$275K
EGA
306
Eagle Global Advisors
Texas
$275K
CAM
307
Cresset Asset Management
Illinois
$274K +$1.26K +6 +0.4%
WMA
308
Wealth Management Associates
New Jersey
$274K -$29.3K -140 -9%
TFG
309
Tull Financial Group
Virginia
$272K +$16.3K +78 +6%
OAS
310
Optivise Advisory Services
Tennessee
$266K
LA
311
Lynch & Associates
Indiana
$265K
SGWM
312
Sterling Group Wealth Management
California
$265K
AMAL
313
Asset Management Advisors LLC
Oklahoma
$260K -$15.7K -75 -6%
HTHT
314
Hemenway Trust Hemenway Trust
New Hampshire
$258K
GWMI
315
Guardian Wealth Management (Illinois)
Illinois
$257K -$1.67K -8 -0.6%
ATPW
316
Ashton Thomas Private Wealth
Arizona
$257K +$264K +1,260 New
LPAM
317
Lodestar Private Asset Management
California
$255K
CIBC Asset Management
318
CIBC Asset Management
Ontario, Canada
$254K
BFPW
319
BOK Financial Private Wealth
Colorado
$249K
KBFS
320
Kohmann Bosshard Financial Services
Ohio
$248K
AWA
321
Arkadios Wealth Advisors
Georgia
$247K -$136K -650 -35%
EFG
322
Everhart Financial Group
Ohio
$245K
LFGO
323
Legacy Financial Group (Oklahoma)
Oklahoma
$245K
BCA
324
Bay Colony Advisors
Massachusetts
$244K -$18.2K -87 -7%
MCA
325
MSH Capital Advisors
Arizona
$244K +$250K +1,196 New