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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 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

0.48% less ownership

Funds ownership: 44.43%43.95% (-0.48%)

1% less capital invested

Capital invested by funds: $2.32B → $2.31B (-$15M)

Holders
388
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$313K
Puts
$143K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
301
Lodestar Private Asset Management
California
$230K
GWM
302
Guardian Wealth Management
Illinois
$229K
OAS
303
Optivise Advisory Services
Tennessee
$228K
BFPW
304
BOK Financial Private Wealth
Colorado
$226K
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
SC
309
Sierra Capital
Florida
$212K
ONSWM
310
Old North State Wealth Management
North Carolina
$211K
RIA
311
Realta Investment Advisors
Delaware
$211K
PA
312
PFG Advisors
Arizona
$209K
TA
313
TrueWealth Advisors
Alabama
$209K
TRCT
314
Tower Research Capital (TRC)
New York
$207K
MEG
315
Millstone Evans Group
Colorado
$206K
RIS
316
Richmond Investment Services
Wisconsin
$201K
IA
317
Integrity Alliance
Iowa
$201K
G
318
GenTrust
Florida
$201K
PCFFS
319
Pacific Center for Financial Services
California
$186K
CLOS
320
Compagnie Lombard Odier SCmA
Switzerland
$175K
NFSG
321
Newbridge Financial Services Group
Florida
$171K
GWM
322
Geneos Wealth Management
Colorado
$171K
AssetMark Inc
323
AssetMark Inc
California
$151K
SWM
324
Spire Wealth Management
Virginia
$144K
LB
325
Legacy Bridge
Iowa
$139K