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Vanguard S&P 500 Value ETF

434 hedge funds and large institutions have $2.76B invested in Vanguard S&P 500 Value ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 33

35% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 119

10% more capital invested

Capital invested by funds: $2.51B → $2.76B (+$255M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more funds holding

Funds holding: 421434 (+13)

1.67% more ownership

Funds ownership: 43.93%45.6% (+1.7%)

69% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $5.96M

Holders
434
Holders Change
+13
Holders Change %
+3.09%
% of All Funds
5.28%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
51
Increased
161
Reduced
119
Closed
33
Calls
$1.84M
Puts
$5.96M
Net Calls
-$4.12M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
CAM
301
Cresset Asset Management
Illinois
$274K +$1.42K +7 +0.5%
SAG
302
SageView Advisory Group
California
$273K -$102K -506 -28%
OAS
303
Optivise Advisory Services
Tennessee
$268K +$11.3K +56 +4%
LA
304
Lynch & Associates
Indiana
$266K
SGWM
305
Sterling Group Wealth Management
California
$266K
BCA
306
Bay Colony Advisors
Massachusetts
$263K -$9.31K -46 -3%
OSAM
307
O'Shaughnessy Asset Management
Connecticut
$262K -$202 -1 -0.1%
SAI
308
Savvy Advisors Inc
New York
$261K +$1.22K +6 +0.5%
GWMI
309
Guardian Wealth Management (Illinois)
Illinois
$260K +$3.04K +15 +1%
HTHT
310
Hemenway Trust Hemenway Trust
New Hampshire
$259K +$256K +1,266 New
TFG
311
Tull Financial Group
Virginia
$257K +$9.92K +49 +4%
LPAM
312
Lodestar Private Asset Management
California
$256K
CIBC Asset Management
313
CIBC Asset Management
Ontario, Canada
$255K +$253K +1,247 New
WG
314
Warner Group
Connecticut
$253K +$250K +1,237 New
BFPW
315
BOK Financial Private Wealth
Colorado
$251K
KBFS
316
Kohmann Bosshard Financial Services
Ohio
$250K
GG
317
Greenwood Gearhart
Arkansas
$247K -$3.65K -18 -1%
EFG
318
Everhart Financial Group
Ohio
$246K
LFGO
319
Legacy Financial Group (Oklahoma)
Oklahoma
$246K
ONSWM
320
Old North State Wealth Management
North Carolina
$238K +$1.22K +6 +0.5%
NFG
321
Nadler Financial Group
Illinois
$238K +$236K +1,164 New
Citigroup
322
Citigroup
New York
$235K -$19.2K -95 -8%
RIA
323
Realta Investment Advisors
Delaware
$235K
VCP
324
Verus Capital Partners
Arizona
$235K +$607 +3 +0.3%
GWA
325
Gutierrez Wealth Advisory
Arkansas
$234K +$1.01K +5 +0.4%