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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
WSFS
401
Wilmington Savings Fund Society
Delaware
$20.5K
PMFA
402
Plante Moran Financial Advisors
Michigan
$20.1K -$30.2K -149 -60%
JFG
403
JDM Financial Group
Texas
$16.6K
BL
404
BFSG LLC
California
$15.9K +$202 +1 +1%
CWP
405
Concord Wealth Partners
Virginia
$14.1K
LGWM
406
Litman Gregory Wealth Management
California
$13.9K +$13.8K +68 New
WIM
407
Westside Investment Management
California
$13.7K
GI
408
GAMMA Investing
California
$13.5K
IA
409
IFP Advisors
Florida
$13.3K +$2.23K +11 +20%
AIM
410
Anchor Investment Management
South Carolina
$12.7K
CJ
411
Caitlin John
Michigan
$11.1K
IAIM
412
International Assets Investment Management
Florida
$9.63K +$9.52K +47 New
CA
413
Clearstead Advisors
Ohio
$8.91K +$202 +1 +2%
WA
414
WPG Advisers
Maryland
$8.4K
DF
415
DecisionPoint Financial
Arizona
$7.79K +$7.7K +38 New
NRG
416
Nemes Rush Group
Michigan
$7.35K
FF
417
Friedenthal Financial
New Jersey
$6.96K
TAM
418
Tucker Asset Management
Colorado
$6.76K +$6.68K +33 New
SFG
419
Strive Financial Group
Indiana
$6.55K +$6.48K +32 New
TCM
420
Triumph Capital Management
Colorado
$5.94K +$5.87K +29 New
BA
421
Blueline Advisors
New Hampshire
$5.36K +$5.26K +26 New
SWA
422
SOA Wealth Advisors
New York
$4.3K
OC
423
Optima Capital
Oregon
$3.89K +$3.85K +19 New
PWMG
424
Prestige Wealth Management Group
New Jersey
$2.11K
ACA
425
Aptus Capital Advisors
Alabama
$2.05K