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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
AF
376
Advisornet Financial
Minnesota
$70.1K +$202 +1 +0.3%
AG
377
AmeriFlex Group
Nevada
$65.4K -$9.52K -47 -13%
IAS
378
IMA Advisory Services
Colorado
$65.1K
VWM
379
Vermillion Wealth Management
Minnesota
$62.6K +$202 +1 +0.3%
NB
380
NBT Bank
New York
$60.4K
QWM
381
Quaker Wealth Management
New Jersey
$56.5K
PS
382
Pinney & Scofield
Massachusetts
$51.2K
CAL
383
Capital Analysts LLC
Pennsylvania
$48K +$202 +1 +0.4%
VCM
384
Versant Capital Management
Arizona
$47.7K
S
385
SignatureFD
Georgia
$47.3K +$202 +1 +0.4%
HWA
386
HHM Wealth Advisors
Tennessee
$41K +$40.5K +200 New
RA
387
Ransom Advisory
Rhode Island
$41K +$40.5K +200 New
UBS AM
388
UBS AM
Illinois
$37.7K +$37.3K +184 New
PA
389
Parallel Advisors
California
$36.9K -$42.9K -212 -54%
Russell Investments Group
390
Russell Investments Group
United Kingdom
$35.5K +$35K +173 New
BFP
391
Birchwood Financial Partners
Minnesota
$34.2K +$33.8K +167 New
CIBC Private Wealth Group
392
CIBC Private Wealth Group
Georgia
$31.4K
GFA
393
Godfrey Financial Associates
New York
$30.7K +$30.4K +150 New
BCM
394
Boreal Capital Management
Florida
$30.1K
1IA
395
1620 Investment Advisors
Massachusetts
$26.6K
EWA
396
EverSource Wealth Advisors
Alabama
$26.6K +$26.3K +130 New
ME
397
McIlrath & Eck
Washington
$24.7K +$202 +1 +0.8%
T
398
Tidemark
California
$22.3K
CIA
399
Cape Investment Advisory
Georgia
$22.2K +$11.5K +57 +110%
HFS
400
Hantz Financial Services
Michigan
$22K +$21.7K +107 New