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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 %
BONH
326
Bank of New Hampshire
New Hampshire
$138K
PTC
327
Private Trust Company
Ohio
$135K +$9.21K +50 +7%
CSB
328
City State Bank
Iowa
$129K +$55.3K +300 +75%
TIM
329
Tortoise Investment Management
New York
$118K
HWM
330
Horizons Wealth Management
North Carolina
$113K +$113K +613 New
BLC
331
Brown, Lisle/Cummings
Rhode Island
$111K -$1.84K -10 -2%
PS
332
Pinney & Scofield
Massachusetts
$109K -$20.3K -110 -16%
MDA
333
Minot DeBlois Advisors
Massachusetts
$102K
ADL
334
Asset Dedication LLC
California
$102K -$22.8K -124 -18%
Franklin Resources
335
Franklin Resources
California
$99.8K
NS
336
NBC Securities
Alabama
$92K +$92K +500 New
AC
337
AlphaCore Capital
California
$81.8K +$81.8K +444 New
CAL
338
Capital Advisors Ltd
Ohio
$79K
CFP
339
Comprehensive Financial Planning
Pennsylvania
$74.6K +$184 +1 +0.2%
RIL
340
Rothschild Investment LLC
Illinois
$73.7K
PA
341
Parallel Advisors
California
$71.9K +$184 +1 +0.3%
YDMI
342
Y.D. More Investments
Israel
$71.5K
SL
343
Salomon & Ludwin
Virginia
$70K
MA
344
MCF Advisors
Kentucky
$68.7K
POIA
345
Pin Oak Investment Advisors
Texas
$64K
AG
346
AmeriFlex Group
Nevada
$59.5K -$3.32K -18 -5%
VWM
347
Vermillion Wealth Management
Minnesota
$55.5K +$184 +1 +0.3%
NB
348
NBT Bank
New York
$55.3K
VCM
349
Versant Capital Management
Arizona
$42.9K
S
350
SignatureFD
Georgia
$42.4K