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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
MWM
351
Modern Wealth Management
Kansas
$200K +$198K +976 New
CLOS
352
Compagnie Lombard Odier SCmA
Switzerland
$195K
AAP
353
Arax Advisory Partners
Colorado
$174K +$172K +847 New
EI
354
EFG International
$163K +$161K +795 New
LB
355
Legacy Bridge
Iowa
$155K
PTC
356
Private Trust Company
Ohio
$150K
CSB
357
City State Bank
Iowa
$143K
NFSG
358
Newbridge Financial Services Group
Florida
$142K +$202 +1 +0.1%
BLC
359
Brown, Lisle/Cummings
Rhode Island
$130K +$7.09K +35 +6%
Franklin Resources
360
Franklin Resources
California
$129K +$17.8K +88 +16%
HWM
361
Horizons Wealth Management
North Carolina
$127K +$607 +3 +0.5%
BONH
362
Bank of New Hampshire
New Hampshire
$122K -$20K -99 -14%
ADL
363
Asset Dedication LLC
California
$113K
NS
364
NBC Securities
Alabama
$103K +$202 +1 +0.2%
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$101K +$15.2K +75 +18%
AC
366
AlphaCore Capital
California
$89.9K -$2.43K -12 -3%
CAL
367
Capital Advisors Ltd
Ohio
$88K
GWM
368
Geneos Wealth Management
Colorado
$87.4K +$202 +1 +0.2%
RIL
369
Rothschild Investment LLC
Illinois
$86.4K
CFP
370
Comprehensive Financial Planning
Pennsylvania
$83.9K +$202 +1 +0.2%
YDMI
371
Y.D. More Investments
Israel
$79.5K
SL
372
Salomon & Ludwin
Virginia
$78.9K
MA
373
MCF Advisors
Kentucky
$76.4K
POIA
374
Pin Oak Investment Advisors
Texas
$75K
SWM
375
Spire Wealth Management
Virginia
$71.4K +$202 +1 +0.3%