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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
P
51
&Partners
Tennessee
$8.38M +$178K +852 +2%
CWM
52
Connecticut Wealth Management
Connecticut
$8.37M
EFG
53
Ehrlich Financial Group
California
$7.89M +$8.1M +38,712 New
SC
54
Savant Capital
Illinois
$7.77M +$137K +655 +2%
Cerity Partners
55
Cerity Partners
New York
$7.41M +$1.7M +8,117 +29%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$7.32M -$12.8M -61,094 -63%
SWA
57
Stratos Wealth Advisors
Ohio
$7.03M +$819K +3,914 +13%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$6.91M +$3.85M +18,407 +119%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$6.57M -$1.98M -9,470 -23%
SWA
60
Strategies Wealth Advisors
Michigan
$6.4M +$209 +1 +0%
Truist Financial
61
Truist Financial
North Carolina
$6.32M -$160K -766 -2%
MGIA
62
Moneta Group Investment Advisors
Missouri
$6.23M +$49.6K +237 +0.8%
KFGK
63
Keystone Financial Group (Kentucky)
Kentucky
$6.11M +$86.4K +413 +1%
GC
64
Garde Capital
Washington
$5.71M
FC
65
Fairscale Capital
New Hampshire
$5.6M -$14.9K -71 -0.3%
AC
66
Avant Capital
Louisiana
$5.24M +$15.1K +72 +0.3%
William Blair & Company
67
William Blair & Company
Illinois
$5.05M -$2.19M -10,443 -30%
MML Investors Services
68
MML Investors Services
Massachusetts
$5M -$579K -2,766 -10%
MFN
69
Midwest Financial Network
Illinois
$4.85M -$1.7M -8,145 -25%
HPM
70
Hoxton Planning & Management
West Virginia
$4.68M +$159K +760 +3%
Brown Advisory
71
Brown Advisory
Maryland
$4.63M -$18.8K -90 -0.4%
DWA
72
Delta Wealth Advisors
Indiana
$4.58M +$4.16M +19,865 +759%
CG
73
Caprock Group
Idaho
$4.44M +$18.2K +87 +0.4%
BPA
74
Beacon Pointe Advisors
California
$4.42M -$821K -3,922 -15%
CCWA
75
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$4.22M +$4.33M +20,705 New