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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
TWM
426
Tripletail Wealth Management
Florida
$2.05K
KFI
427
Key Financial Inc
Pennsylvania
$2.05K
LWANC
428
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.64K +$1.62K +8 New
HFS
429
Hughes Financial Services
Virginia
$1.23K +$1.22K +6 New
QA
430
Quattro Advisors
Pennsylvania
$1.23K +$1.22K +6 New
DJSG
431
D.J. St. Germain
Massachusetts
$1.02K
GWS
432
Glassman Wealth Services
Virginia
$615
TC
433
Truvestments Capital
Florida
$426 +$405 +2 New
LFG
434
Larson Financial Group
Missouri
$205 -$7.49K -37 -97%
SWM
435
SHP Wealth Management
Massachusetts
$205 +$202 +1 New
RWP
436
RWA Wealth Partners
Massachusetts
-$2.86M -14,334 Closed
GS
437
GTS Securities
New York
-$2.6M -13,045 Closed
SAM
438
Strive Asset Management
Ohio
-$1.61M -8,063 Closed
Citadel Advisors
439
Citadel Advisors
Florida
-$1.01M -4,987 Closed
DC
440
Davenport & Co
Virginia
-$881K -4,415 Closed
CPRC
441
Consolidated Portfolio Review Corp
New York
-$630K -3,159 Closed
IWC
442
Integrated Wealth Concepts
Massachusetts
-$434K -2,177 Closed
WFA
443
WMG Financial Advisors
Tennessee
-$349K -1,751 Closed
CB
444
Commerce Bank
Missouri
-$254K -1,275 Closed
CWM
445
Cahaba Wealth Management
Georgia
-$251K -1,259 Closed
SB
446
Strategic Blueprint
Georgia
-$250K -1,255 Closed
FFG
447
Fiduciary Financial Group
California
-$242K -1,215 Closed
KWA
448
Kingswood Wealth Advisors
California
-$240K -1,201 Closed
PA
449
PFG Advisors
Arizona
-$227K -1,138 Closed
Koshinski Asset Management
450
Koshinski Asset Management
Illinois
-$221K -1,109 Closed