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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
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$17.1M -$5.89M -28,163 -25%
MFIM
27
Mesirow Financial Investment Management
Illinois
$17M +$10.3M +49,084 +142%
MFG
28
Merit Financial Group
Georgia
$15.7M +$316K +1,509 +2%
LFS
29
Lutz Financial Services
Nebraska
$14.7M -$385K -1,841 -2%
BCMLT
30
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.5M -$1.85M -8,824 -11%
GLLW
31
Graves Light Lenhart Wealth
Virginia
$14.3M +$792K +3,782 +6%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$13.8M +$914K +4,366 +7%
CCAM
33
Cascades Capital Asset Management
North Carolina
$13.4M -$43.3K -207 -0.3%
CI
34
Conning Inc
Connecticut
$12.3M +$1.27M +6,078 +11%
MOS
35
MGO One Seven
Ohio
$11.2M +$40.2K +192 +0.4%
AGP
36
Aspire Growth Partners
Florida
$11.1M +$1.35M +6,429 +13%
Goldman Sachs
37
Goldman Sachs
New York
$10.3M -$4.28M -20,466 -29%
Betterment LLC
38
Betterment LLC
New York
$10.3M +$767K +3,663 +8%
SF
39
Summit Financial
New Jersey
$10.2M +$3.43M +16,385 +48%
RZH
40
Relyea Zuckerberg Hanson
Connecticut
$10.2M -$34.1K -163 -0.3%
Jones Financial Companies
41
Jones Financial Companies
Missouri
$10.2M +$4.83M +23,093 +83%
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$10M -$226K -1,078 -2%
MMA
43
Miracle Mile Advisors
California
$9.57M +$171K +815 +2%
Stifel Financial
44
Stifel Financial
Missouri
$9.38M +$321K +1,533 +3%
FBT
45
First Bank & Trust
South Dakota
$9.33M
MA
46
Mutual Advisors
Nebraska
$9.27M +$160K +763 +2%
Mariner
47
Mariner
Kansas
$9.09M +$329K +1,570 +4%
CSP
48
Cary Street Partners
Virginia
$8.92M +$41.9K +200 +0.5%
KAS
49
Kestra Advisory Services
Texas
$8.67M +$621K +2,969 +8%
BTI
50
Blue Trust Inc
Georgia
$8.44M -$297K -1,421 -3%