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Vanguard S&P 500 Value ETF

400 hedge funds and large institutions have $2.5B invested in Vanguard S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+12
Holders Change %
+3.09%
% of All Funds
5.36%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
41
Increased
140
Reduced
123
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$20.2M +$792K +4,195 +4%
ZF
27
Zhang Financial
Michigan
$20.2M -$412K -2,185 -2%
PFM
28
Phillips Financial Management
Indiana
$19.7M -$412K -2,181 -2%
BCMLT
29
Beacon Capital Management LLC (Tennessee)
Tennessee
$19.3M -$2.69M -14,237 -12%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$17.4M -$2.12M -11,240 -11%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$16.8M -$1.1M -5,830 -6%
MFG
32
Merit Financial Group
Georgia
$15.2M -$207K -1,099 -1%
MFIM
33
Mesirow Financial Investment Management
Illinois
$15.2M -$1.11M -5,903 -7%
LFS
34
Lutz Financial Services
Nebraska
$14.2M +$7.93K +42 +0.1%
MG
35
Mather Group
Illinois
$12.7M -$354K -1,878 -3%
CCAM
36
Cascades Capital Asset Management
North Carolina
$12.4M -$2.47M -13,090 -17%
GLLW
37
Graves Light Lenhart Wealth
Virginia
$11.8M +$307K +1,625 +3%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$11.7M +$167K +886 +1%
BTI
39
Blue Trust Inc
Georgia
$11.2M +$112K +594 +1%
RZH
40
Relyea Zuckerberg Hanson
Connecticut
$9.62M -$845K -4,478 -8%
Betterment LLC
41
Betterment LLC
New York
$8.93M +$26K +138 +0.3%
MOS
42
MGO One Seven
Ohio
$8.8M -$9.01M -47,745 -51%
FBT
43
First Bank & Trust
South Dakota
$8.64M
CWM
44
Connecticut Wealth Management
Connecticut
$8.58M -$246K -1,306 -3%
AFA
45
AA Financial Advisors
Ohio
$8.5M +$1.66M +8,812 +24%
Stifel Financial
46
Stifel Financial
Missouri
$8.4M -$125K -662 -1%
Mariner
47
Mariner
Kansas
$8.07M -$270K -1,429 -3%
CSP
48
Cary Street Partners
Virginia
$7.6M +$13.8K +73 +0.2%
KAS
49
Kestra Advisory Services
Texas
$7.49M +$1.39M +7,384 +23%
AGP
50
Aspire Growth Partners
Florida
$7.33M -$36K -191 -0.5%