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Vanguard S&P 500 Value ETF

421 hedge funds and large institutions have $2.51B invested in Vanguard S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 128 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

16% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 128

4% more funds holding

Funds holding: 405421 (+16)

2% more capital invested

Capital invested by funds: $2.45B → $2.51B (+$59.4M)

0.76% less ownership

Funds ownership: 44.68%43.93% (-0.76%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5.84M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
39
Increased
149
Reduced
128
Closed
17
Calls
Puts
$5.84M
Net Calls
-$5.84M
Net Calls Change
-$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
301
Commerce Bank
Missouri
$254K +$248K +1,275 New
SAI
302
Savvy Advisors Inc
New York
$253K +$27.6K +142 +13%
CWM
303
Cahaba Wealth Management
Georgia
$251K +$1.17K +6 +0.5%
GWMI
304
Guardian Wealth Management (Illinois)
Illinois
$250K +$582 +3 +0.2%
SB
305
Strategic Blueprint
Georgia
$250K -$32.2K -166 -12%
LPAM
306
Lodestar Private Asset Management
California
$249K
OAS
307
Optivise Advisory Services
Tennessee
$249K +$1.17K +6 +0.5%
Citigroup
308
Citigroup
New York
$248K +$18.2K +94 +8%
GG
309
Greenwood Gearhart
Arkansas
$244K -$28.5K -147 -11%
BFPW
310
BOK Financial Private Wealth
Colorado
$244K
KBFS
311
Kohmann Bosshard Financial Services
Ohio
$243K
FFG
312
Fiduciary Financial Group
California
$242K -$15.1K -78 -6%
TFG
313
Tull Financial Group
Virginia
$241K +$6.6K +34 +3%
KWA
314
Kingswood Wealth Advisors
California
$240K +$4.46K +23 +2%
EFG
315
Everhart Financial Group
Ohio
$240K -$29.1K -150 -11%
LFGO
316
Legacy Financial Group (Oklahoma)
Oklahoma
$239K
OPPS
317
Obsidian Personal Planning Solutions
Maryland
$237K -$22.7K -117 -9%
KA
318
Kovack Advisors
Florida
$234K +$194 +1 +0.1%
ONSWM
319
Old North State Wealth Management
North Carolina
$231K +$971 +5 +0.4%
RIA
320
Realta Investment Advisors
Delaware
$229K +$388 +2 +0.2%
VCP
321
Verus Capital Partners
Arizona
$228K +$971 +5 +0.4%
PA
322
PFG Advisors
Arizona
$227K +$221K +1,138 New
GWA
323
Gutierrez Wealth Advisory
Arkansas
$227K +$971 +5 +0.4%
TA
324
TrueWealth Advisors
Alabama
$226K
OWP
325
ORG Wealth Partners
Texas
$225K +$219K +1,130 New