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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
FWM
376
FSA Wealth Management
Massachusetts
$65K +$63.3K +326 New
IAS
377
IMA Advisory Services
Colorado
$63.4K +$61.7K +318 New
VWM
378
Vermillion Wealth Management
Minnesota
$60.6K +$194 +1 +0.3%
NB
379
NBT Bank
New York
$58.8K
QWM
380
Quaker Wealth Management
New Jersey
$55.1K
PS
381
Pinney & Scofield
Massachusetts
$49.9K
PMFA
382
Plante Moran Financial Advisors
Michigan
$49.3K +$47.9K +247 New
CAL
383
Capital Analysts LLC
Pennsylvania
$47K +$45.4K +234 New
VCM
384
Versant Capital Management
Arizona
$46.5K
S
385
SignatureFD
Georgia
$46K
CIBC Private Wealth Group
386
CIBC Private Wealth Group
Georgia
$30.5K -$1.17K -6 -4%
BCM
387
Boreal Capital Management
Florida
$29.3K +$28.5K +147 New
1IA
388
1620 Investment Advisors
Massachusetts
$25.9K
ME
389
McIlrath & Eck
Washington
$23.9K +$23.3K +120 New
T
390
Tidemark
California
$21.7K
WSFS
391
Wilmington Savings Fund Society
Delaware
$19.9K -$267K -1,377 -93%
CI
392
CX Institutional
Indiana
$18K
JFG
393
JDM Financial Group
Texas
$16.2K
BL
394
BFSG LLC
California
$15.4K
CWP
395
Concord Wealth Partners
Virginia
$13.7K
WIM
396
Westside Investment Management
California
$13.3K +$194 +1 +2%
GI
397
GAMMA Investing
California
$13.2K +$12.8K +66 New
AIM
398
Anchor Investment Management
South Carolina
$12.4K
CJ
399
Caitlin John
Michigan
$10.8K +$10.5K +54 New
IA
400
IFP Advisors
Florida
$10.8K +$10.5K +54 New