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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
TA
326
TrueWealth Advisors
Alabama
$232K
AssetMark Inc
327
AssetMark Inc
California
$230K +$5.26K +26 +2%
MEG
328
Millstone Evans Group
Colorado
$229K
HNB
329
Huntington National Bank
Ohio
$229K
VWA
330
VSM Wealth Advisory
Maryland
$229K +$5.06K +25 +2%
NRI
331
NFP Retirement Inc
California
$226K +$1.01K +5 +0.5%
G
332
GenTrust
Florida
$223K
FSBI
333
Fearless Solutions (Best Invest)
Texas
$219K
MA
334
Marquette Associates
Illinois
$217K -$214K -1,059 -50%
GRP
335
Global Retirement Partners
California
$216K -$4.05K -20 -2%
CD
336
Chapin Davis
Maryland
$214K
TIAA Trust, National Association
337
TIAA Trust, National Association
North Carolina
$213K
OFG
338
Opulen Financial Group
Virginia
$210K +$810 +4 +0.4%
XT
339
XTX Topco
Cayman Islands
$210K -$278K -1,373 -57%
PFA
340
Pure Financial Advisors
California
$209K +$207K +1,022 New
SWP
341
Sagespring Wealth Partners
Tennessee
$208K
AIM
342
AMI Investment Management
Indiana
$208K -$76.3K -377 -27%
FFS
343
Founders Financial Securities
Maryland
$207K
BIM
344
Bridges Investment Management
Nebraska
$207K -$162K -800 -44%
QWP
345
Quotient Wealth Partners
Texas
$206K -$5.06K -25 -2%
BWM
346
Briggs Wealth Management
Connecticut
$205K +$203K +1,002 New
CW
347
CreativeOne Wealth
Kansas
$205K +$203K +1,001 New
EPP
348
ETF Portfolio Partners
Kansas
$204K -$78K -385 -28%
PCFFS
349
Pacific Center for Financial Services
California
$202K
CIA
350
Concurrent Investment Advisors
Florida
$202K +$199K +985 New