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Vanguard S&P 500 Value ETF

388 hedge funds and large institutions have $2.31B invested in Vanguard S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 154 increasing their positions, 102 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+9
Holders Change %
+2.37%
% of All Funds
5.27%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
33
Increased
154
Reduced
102
Closed
19
Calls
$313K
Puts
$143K
Net Calls
+$170K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Shares
Change %
LPAM
301
Lodestar Private Asset Management
California
$230K
GWM
302
Guardian Wealth Management
Illinois
$229K -$8.29K -45 -3%
OAS
303
Optivise Advisory Services
Tennessee
$228K +$921 +5 +0.4%
BFPW
304
BOK Financial Private Wealth
Colorado
$226K -$12.2K -66 -5%
KBFS
305
Kohmann Bosshard Financial Services
Ohio
$225K
FFG
306
Fiduciary Financial Group
California
$219K
HCM
307
Howland Capital Management
Massachusetts
$216K
TAM
308
Titleist Asset Management
Texas
$212K +$2.76K +15 +1%
SC
309
Sierra Capital
Florida
$212K +$923 +5 +0.4%
ONSWM
310
Old North State Wealth Management
North Carolina
$211K +$1.11K +6 +0.5%
RIA
311
Realta Investment Advisors
Delaware
$211K +$368 +2 +0.2%
PA
312
PFG Advisors
Arizona
$209K +$368 +2 +0.2%
TA
313
TrueWealth Advisors
Alabama
$209K
TRCT
314
Tower Research Capital (TRC)
New York
$207K +$207K +1,126 New
MEG
315
Millstone Evans Group
Colorado
$206K
RIS
316
Richmond Investment Services
Wisconsin
$201K +$201K +1,092 New
IA
317
Integrity Alliance
Iowa
$201K +$201K +1,091 New
G
318
GenTrust
Florida
$201K
PCFFS
319
Pacific Center for Financial Services
California
$186K
CLOS
320
Compagnie Lombard Odier SCmA
Switzerland
$175K +$175K +950 New
NFSG
321
Newbridge Financial Services Group
Florida
$171K -$58.2K -316 -25%
GWM
322
Geneos Wealth Management
Colorado
$171K +$109K +591 +175%
AssetMark Inc
323
AssetMark Inc
California
$151K +$5.34K +29 +4%
SWM
324
Spire Wealth Management
Virginia
$144K +$737 +4 +0.5%
LB
325
Legacy Bridge
Iowa
$139K