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Vanguard S&P 500 Value ETF

400 hedge funds and large institutions have $2.5B invested in Vanguard S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+12
Holders Change %
+3.09%
% of All Funds
5.36%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
41
Increased
140
Reduced
123
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
301
Cahaba Wealth Management
Georgia
$236K -$1.32K -7 -0.6%
GWM
302
Guardian Wealth Management
Illinois
$236K +$2.08K +11 +0.9%
LPAM
303
Lodestar Private Asset Management
California
$236K
OAS
304
Optivise Advisory Services
Tennessee
$235K +$1.13K +6 +0.5%
BFPW
305
BOK Financial Private Wealth
Colorado
$231K -$566 -3 -0.2%
KBFS
306
Kohmann Bosshard Financial Services
Ohio
$230K
LFGO
307
Legacy Financial Group (Oklahoma)
Oklahoma
$226K +$226K +1,200 New
KWA
308
Kingswood Wealth Advisors
California
$222K -$420K -2,226 -65%
KA
309
Kovack Advisors
Florida
$222K -$17K -90 -7%
TFG
310
Tull Financial Group
Virginia
$222K -$878K -4,652 -80%
Koshinski Asset Management
311
Koshinski Asset Management
Illinois
$218K +$218K +1,156 New
ONSWM
312
Old North State Wealth Management
North Carolina
$218K +$944 +5 +0.4%
TAM
313
Titleist Asset Management
Texas
$217K
Citigroup
314
Citigroup
New York
$217K -$92.3K -489 -30%
RIA
315
Realta Investment Advisors
Delaware
$216K -$377 -2 -0.2%
TA
316
TrueWealth Advisors
Alabama
$214K
GWA
317
Gutierrez Wealth Advisory
Arkansas
$213K +$213K +1,131 New
TIAA Trust, National Association
318
TIAA Trust, National Association
North Carolina
$213K +$213K +1,127 New
SAI
319
Savvy Advisors Inc
New York
$212K +$212K +1,125 New
MEG
320
Millstone Evans Group
Colorado
$211K
VWA
321
VSM Wealth Advisory
Maryland
$206K -$90K -477 -30%
G
322
GenTrust
Florida
$206K
BFG
323
Berger Financial Group
Minnesota
$204K +$204K +1,080 New
IWP
324
Innova Wealth Partners
Pennsylvania
$203K +$203K +1,078 New
FNC
325
First National Corp
Massachusetts
$203K +$203K +1,074 New