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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
MA
51
Mutual Advisors
Nebraska
$7.07M +$43.1K +222 +0.6%
SF
52
Summit Financial
New Jersey
$6.88M +$6.7M +34,513 New
MFN
53
Midwest Financial Network
Illinois
$6.37M +$961K +4,948 +18%
William Blair & Company
54
William Blair & Company
Illinois
$6.35M +$944K +4,864 +18%
SWA
55
Stratos Wealth Advisors
Ohio
$6.3M +$478K +2,461 +8%
SWA
56
Strategies Wealth Advisors
Michigan
$6.27M -$67.9K -350 -1%
Truist Financial
57
Truist Financial
North Carolina
$6.09M +$74.7K +385 +1%
MGIA
58
Moneta Group Investment Advisors
Missouri
$6.08M +$5.92M +30,506 New
P
59
&Partners
Tennessee
$5.94M -$94.7K -488 -2%
Wealth Enhancement Advisory Services
60
Wealth Enhancement Advisory Services
Minnesota
$5.74M +$63.3K +326 +1%
MML Investors Services
61
MML Investors Services
Massachusetts
$5.6M -$303K -1,562 -5%
GC
62
Garde Capital
Washington
$5.59M
FC
63
Fairscale Capital
New Hampshire
$5.52M
Cerity Partners
64
Cerity Partners
New York
$5.16M +$583K +3,001 +13%
AC
65
Avant Capital
Louisiana
$4.96M +$23.3K +120 +0.5%
KFGK
66
Keystone Financial Group (Kentucky)
Kentucky
$4.7M +$52.2K +269 +1%
FWA
67
Flagship Wealth Advisors
Massachusetts
$4.52M +$708K +3,647 +19%
RIG
68
Ramiah Investment Group
Wisconsin
$4.45M +$739K +3,809 +21%
Jones Financial Companies
69
Jones Financial Companies
Missouri
$4.39M +$886K +4,564 +26%
VA
70
Valmark Advisers
Ohio
$4.32M -$31.4K -162 -0.7%
CG
71
Caprock Group
Idaho
$4.24M +$4.18M +21,518 New
KeyBank National Association
72
KeyBank National Association
Ohio
$4.23M -$1.55K -8 -0%
Comerica Bank
73
Comerica Bank
Texas
$4.04M +$139K +718 +4%
NSIM
74
North Star Investment Management
Illinois
$4M -$9.9K -51 -0.3%
WA
75
WBH Advisory
Maryland
$3.92M -$239K -1,230 -6%