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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
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$4.2M +$4.31M +20,612 New
BWG
77
Balanced Wealth Group
Ohio
$4.09M -$87.7K -419 -2%
FFA
78
Farther Finance Advisors
California
$3.99M -$327K -1,562 -7%
Janney Montgomery Scott
79
Janney Montgomery Scott
Pennsylvania
$3.82M -$151K -720 -4%
WA
80
WBH Advisory
Maryland
$3.8M -$184K -879 -5%
KeyBank National Association
81
KeyBank National Association
Ohio
$3.74M -$542K -2,590 -12%
VA
82
Valmark Advisers
Ohio
$3.73M -$58.6K -280 -2%
FB
83
First Bancorp
Maine
$3.69M +$124K +592 +3%
NSIM
84
North Star Investment Management
Illinois
$3.66M -$322K -1,539 -8%
AF
85
Allworth Financial
California
$3.6M +$44K +210 +1%
GS
86
GTS Securities
New York
$3.5M +$3.6M +17,181 New
BFP
87
Beacon Financial Planning
Massachusetts
$3.5M +$1.31M +6,271 +57%
AQR Capital Management
88
AQR Capital Management
Connecticut
$3.5M +$3.16M +15,113 +737%
SFM
89
Signet Financial Management
New Jersey
$3.39M -$192K -919 -5%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$3.27M +$3.36M +16,070 New
Lazard Asset Management
91
Lazard Asset Management
New York
$3.23M +$42.5K +203 +1%
FHA
92
Flagship Harbor Advisors
Massachusetts
$3.22M +$74.9K +358 +2%
EWA
93
Encompass Wealth Advisors
Oregon
$3.19M +$20.7K +99 +0.6%
FWA
94
Flagship Wealth Advisors
Massachusetts
$3.15M -$2.37M -11,336 -40%
I2I
95
Insight 2811 Inc
Illinois
$3.01M +$114K +544 +4%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$2.89M +$104K +495 +4%
AT
97
Arlington Trust
Alabama
$2.88M -$311K -1,487 -10%
CI
98
Constellation Investments
Ohio
$2.85M
PFS
99
Prospera Financial Services
Texas
$2.73M +$56.9K +272 +2%
EWS
100
Evergreen Wealth Solutions
Pennsylvania
$2.73M +$2.81M +13,415 New