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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
MEG
326
Millstone Evans Group
Colorado
$223K
Koshinski Asset Management
327
Koshinski Asset Management
Illinois
$221K -$9.12K -47 -4%
NRI
328
NFP Retirement Inc
California
$219K +$213K +1,099 New
AssetMark Inc
329
AssetMark Inc
California
$219K -$352K -1,813 -62%
VWA
330
VSM Wealth Advisory
Maryland
$218K
G
331
GenTrust
Florida
$217K
OWM
332
OneAscent Wealth Management
Alabama
$217K -$33.8K -174 -14%
FNC
333
First National Corp
Massachusetts
$215K
GRP
334
Global Retirement Partners
California
$214K +$105K +542 +102%
FSBI
335
Fearless Solutions (Best Invest)
Texas
$213K
HNB
336
Huntington National Bank
Ohio
$213K
CD
337
Chapin Davis
Maryland
$209K +$203K +1,047 New
TIAA Trust, National Association
338
TIAA Trust, National Association
North Carolina
$207K -$17.3K -89 -8%
QWP
339
Quotient Wealth Partners
Texas
$206K +$200K +1,031 New
MW
340
Maia Wealth
Colorado
$204K +$196K +1,011 New
OFG
341
Opulen Financial Group
Virginia
$203K +$198K +1,020 New
SWP
342
Sagespring Wealth Partners
Tennessee
$203K +$197K +1,017 New
PCFFS
343
Pacific Center for Financial Services
California
$202K
FFS
344
Founders Financial Securities
Maryland
$202K +$196K +1,012 New
AWM
345
Apollon Wealth Management
South Carolina
$202K +$196K +1,011 New
CB
346
Cadence Bank
Mississippi
$201K +$196K +1,009 New
CLOS
347
Compagnie Lombard Odier SCmA
Switzerland
$189K
LB
348
Legacy Bridge
Iowa
$151K
PTC
349
Private Trust Company
Ohio
$146K
CSB
350
City State Bank
Iowa
$140K