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Vanguard S&P 500 Value ETF

435 hedge funds and large institutions have $2.56B invested in Vanguard S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,613% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $489K

47% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 109

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0% more funds holding

Funds holding: 434435 (+1)

2.71% less ownership

Funds ownership: 45.6%42.89% (-2.7%)

7% less capital invested

Capital invested by funds: $2.76B → $2.56B (-$202M)

Holders
435
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
46
Increased
160
Reduced
109
Closed
35
Calls
$8.38M
Puts
$489K
Net Calls
+$7.89M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
426
Aptus Capital Advisors
Alabama
$2.04K
KFI
427
Key Financial Inc
Pennsylvania
$2.04K
HFS
428
Hughes Financial Services
Virginia
$1.22K
PFBT
429
Parkside Financial Bank & Trust
Missouri
$1.03K +$1.05K +5 New
GWS
430
Glassman Wealth Services
Virginia
$611
TC
431
Truvestments Capital
Florida
$426
TPWA
432
Twin Peaks Wealth Advisors
California
$408 +$419 +2 New
SWIM
433
Smallwood Wealth Investment Management
New Jersey
$407 +$419 +2 New
LFG
434
Larson Financial Group
Missouri
$204
SWM
435
SHP Wealth Management
Massachusetts
$204
BWL
436
Bogart Wealth LLC
Virginia
$204 +$209 +1 New
RIG
437
Ramiah Investment Group
Wisconsin
-$5.03M -24,547 Closed
IIC
438
Integrated Investment Consultants
Michigan
-$1.6M -7,793 Closed
Renaissance Technologies
439
Renaissance Technologies
New York
-$1.52M -7,400 Closed
JWCA
440
J.W. Cole Advisors
Florida
-$1.29M -6,638 Closed
Envestnet Portfolio Solutions
441
Envestnet Portfolio Solutions
Illinois
-$1.24M -6,067 Closed
DAS
442
Diversify Advisory Services
Utah
-$889K -4,234 Closed
AWM
443
Axxcess Wealth Management
California
-$498K -2,429 Closed
EPW
444
Endeavor Private Wealth
Kansas
-$471K -2,299 Closed
BMM
445
Berkshire Money Management
Massachusetts
-$439K -2,142 Closed
SPC
446
Sigma Planning Corp
Michigan
-$337K -1,646 Closed
OWP
447
ORG Wealth Partners
Texas
-$334K -1,632 Closed
GAB
448
German American Bancorp
Indiana
-$287K -1,400 Closed
NFG
449
Nadler Financial Group
Illinois
-$238K -1,164 Closed
TIAA Trust, National Association
450
TIAA Trust, National Association
North Carolina
-$213K -1,038 Closed