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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
UB
351
UMB Bank
Missouri
$140K +$136K +700 New
BONH
352
Bank of New Hampshire
New Hampshire
$138K -$10.9K -56 -7%
NFSG
353
Newbridge Financial Services Group
Florida
$138K +$388 +2 +0.3%
TIM
354
Tortoise Investment Management
New York
$128K
HWM
355
Horizons Wealth Management
North Carolina
$123K +$582 +3 +0.5%
BLC
356
Brown, Lisle/Cummings
Rhode Island
$120K
MDA
357
Minot DeBlois Advisors
Massachusetts
$111K
ADL
358
Asset Dedication LLC
California
$110K
Franklin Resources
359
Franklin Resources
California
$108K
NS
360
NBC Securities
Alabama
$99.9K
AC
361
AlphaCore Capital
California
$90K -$194 -1 -0.2%
CAL
362
Capital Advisors Ltd
Ohio
$86K
GWM
363
Geneos Wealth Management
Colorado
$85K +$194 +1 +0.2%
RIL
364
Rothschild Investment LLC
Illinois
$84.2K
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$83.8K +$48.1K +248 +144%
CFP
366
Comprehensive Financial Planning
Pennsylvania
$81.4K +$194 +1 +0.2%
PA
367
Parallel Advisors
California
$78.2K +$194 +1 +0.3%
YDMI
368
Y.D. More Investments
Israel
$77.4K
SL
369
Salomon & Ludwin
Virginia
$76.3K
MA
370
MCF Advisors
Kentucky
$74.4K
AG
371
AmeriFlex Group
Nevada
$72.9K +$9.12K +47 +15%
POIA
372
Pin Oak Investment Advisors
Texas
$70K
TRCT
373
Tower Research Capital (TRC)
New York
$69.4K -$25.6K -132 -28%
SWM
374
Spire Wealth Management
Virginia
$69.2K +$388 +2 +0.6%
AF
375
Advisornet Financial
Minnesota
$68K +$388 +2 +0.6%