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Vanguard S&P 500 Value ETF

421 hedge funds and large institutions have $2.51B invested in Vanguard S&P 500 Value ETF in 2025 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 149 increasing their positions, 128 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 17

16% more repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 128

4% more funds holding

Funds holding: 405421 (+16)

2% more capital invested

Capital invested by funds: $2.45B → $2.51B (+$59.4M)

0.76% less ownership

Funds ownership: 44.68%43.93% (-0.76%)

14% less funds holding in top 10

Funds holding in top 10: 1412 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $5.84M

Holders
421
Holders Change
+16
Holders Change %
+3.95%
% of All Funds
5.53%
Holding in Top 10
12
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
39
Increased
149
Reduced
128
Closed
17
Calls
Puts
$5.84M
Net Calls
-$5.84M
Net Calls Change
-$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$18.3M -$83.5K -430 -0.5%
BCMLT
27
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.4M -$3.93M -20,249 -20%
MFIM
28
Mesirow Financial Investment Management
Illinois
$16.3M +$269K +1,388 +2%
Goldman Sachs
29
Goldman Sachs
New York
$16.2M -$22.2M -114,616 -59%
LFS
30
Lutz Financial Services
Nebraska
$14.9M -$131K -673 -0.9%
MFG
31
Merit Financial Group
Georgia
$14.8M -$1.18M -6,093 -8%
CCAM
32
Cascades Capital Asset Management
North Carolina
$13.2M +$138K +711 +1%
GLLW
33
Graves Light Lenhart Wealth
Virginia
$12.7M +$258K +1,327 +2%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$12.1M -$290K -1,494 -2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$11.5M -$6.08M -31,326 -35%
MOS
36
MGO One Seven
Ohio
$10.6M +$1.3M +6,687 +14%
CI
37
Conning Inc
Connecticut
$10.2M +$4.68M +24,110 +90%
RZH
38
Relyea Zuckerberg Hanson
Connecticut
$9.92M -$238K -1,226 -2%
BTI
39
Blue Trust Inc
Georgia
$9.91M -$1.87M -9,638 -16%
Betterment LLC
40
Betterment LLC
New York
$9.5M +$62.1K +320 +0.7%
FBT
41
First Bank & Trust
South Dakota
$9.13M
AFA
42
AA Financial Advisors
Ohio
$9.06M +$67.9K +350 +0.8%
MMA
43
Miracle Mile Advisors
California
$9.04M +$3.53M +18,191 +67%
Mariner
44
Mariner
Kansas
$8.94M +$405K +2,088 +5%
Stifel Financial
45
Stifel Financial
Missouri
$8.58M -$284K -1,461 -3%
KAS
46
Kestra Advisory Services
Texas
$8.52M +$588K +3,028 +8%
CSP
47
Cary Street Partners
Virginia
$8.49M +$438K +2,258 +6%
AGP
48
Aspire Growth Partners
Florida
$8.41M +$642K +3,308 +9%
CWM
49
Connecticut Wealth Management
Connecticut
$8.2M -$843K -4,344 -10%
SC
50
Savant Capital
Illinois
$7.6M -$9.71K -50 -0.1%