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Vanguard S&P 500 Value ETF

434 hedge funds and large institutions have $2.76B invested in Vanguard S&P 500 Value ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 33

35% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 119

10% more capital invested

Capital invested by funds: $2.51B → $2.76B (+$255M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more funds holding

Funds holding: 421434 (+13)

1.67% more ownership

Funds ownership: 43.93%45.6% (+1.7%)

69% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $5.96M

Holders
434
Holders Change
+13
Holders Change %
+3.09%
% of All Funds
5.28%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
51
Increased
161
Reduced
119
Closed
33
Calls
$1.84M
Puts
$5.96M
Net Calls
-$4.12M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
P
51
&Partners
Tennessee
$8.25M +$2.12M +10,471 +35%
KAS
52
Kestra Advisory Services
Texas
$8.11M -$636K -3,139 -7%
SC
53
Savant Capital
Illinois
$7.68M -$123K -607 -2%
William Blair & Company
54
William Blair & Company
Illinois
$7.22M +$694K +3,425 +11%
MFIM
55
Mesirow Financial Investment Management
Illinois
$7.08M -$9.56M -47,227 -58%
SF
56
Summit Financial
New Jersey
$6.94M -$125K -617 -2%
MFN
57
Midwest Financial Network
Illinois
$6.55M +$5.06K +25 +0.1%
Truist Financial
58
Truist Financial
North Carolina
$6.5M +$245K +1,211 +4%
SWA
59
Strategies Wealth Advisors
Michigan
$6.43M -$3.85K -19 -0.1%
SWA
60
Stratos Wealth Advisors
Ohio
$6.27M -$199K -983 -3%
MGIA
61
Moneta Group Investment Advisors
Missouri
$6.21M -$36.9K -182 -0.6%
KFGK
62
Keystone Financial Group (Kentucky)
Kentucky
$6.06M +$1.21M +5,980 +25%
FWA
63
Flagship Wealth Advisors
Massachusetts
$5.75M +$1.09M +5,389 +24%
Cerity Partners
64
Cerity Partners
New York
$5.74M +$440K +2,173 +8%
GC
65
Garde Capital
Washington
$5.74M
Jones Financial Companies
66
Jones Financial Companies
Missouri
$5.69M +$1.14M +5,624 +25%
FC
67
Fairscale Capital
New Hampshire
$5.65M -$24.3K -120 -0.4%
MML Investors Services
68
MML Investors Services
Massachusetts
$5.6M -$150K -740 -3%
AC
69
Avant Capital
Louisiana
$5.25M +$160K +788 +3%
BPA
70
Beacon Pointe Advisors
California
$5.24M +$4.44M +21,935 +598%
RIG
71
Ramiah Investment Group
Wisconsin
$5.03M +$453K +2,236 +10%
Brown Advisory
72
Brown Advisory
Maryland
$4.67M +$2.24M +11,054 +94%
HPM
73
Hoxton Planning & Management
West Virginia
$4.55M +$1.21M +5,985 +37%
CG
74
Caprock Group
Idaho
$4.44M +$35.8K +177 +0.8%
FFA
75
Farther Finance Advisors
California
$4.32M +$1.1M +5,429 +35%