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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
Janney Montgomery Scott
76
Janney Montgomery Scott
Pennsylvania
$3.88M +$6.41K +33 +0.2%
BWG
77
Balanced Wealth Group
Ohio
$3.84M -$53.6K -276 -1%
CI
78
Constellation Investments
Ohio
$3.79M
MG
79
Mather Group
Illinois
$3.7M -$9.47M -48,771 -72%
SFM
80
Signet Financial Management
New Jersey
$3.52M -$289K -1,491 -8%
AF
81
Allworth Financial
California
$3.5M -$461K -2,373 -12%
SG
82
StoneX Group
New York
$3.49M -$22.3K -115 -0.7%
AT
83
Arlington Trust
Alabama
$3.45M -$57.5K -296 -2%
HPM
84
Hoxton Planning & Management
West Virginia
$3.24M +$433K +2,230 +16%
FB
85
First Bancorp
Maine
$3.21M -$4.85K -25 -0.2%
Lazard Asset Management
86
Lazard Asset Management
New York
$3.16M -$729K -3,757 -19%
FFA
87
Farther Finance Advisors
California
$3.13M -$354K -1,826 -10%
FHA
88
Flagship Harbor Advisors
Massachusetts
$3.01M +$79K +407 +3%
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$2.97M -$2.27M -11,694 -44%
RWP
90
RWA Wealth Partners
Massachusetts
$2.86M -$61.3K -316 -2%
EWA
91
Encompass Wealth Advisors
Oregon
$2.83M +$50.1K +258 +2%
I2I
92
Insight 2811 Inc
Illinois
$2.77M +$158K +815 +6%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$2.73M +$84.2K +434 +3%
FTS
94
Fifth Third Securities
Ohio
$2.65M +$95.7K +493 +4%
GS
95
GTS Securities
New York
$2.6M -$21.3M -109,848 -89%
PFS
96
Prospera Financial Services
Texas
$2.58M +$52.8K +272 +2%
HA
97
HFG Advisors
Ohio
$2.55M +$47.6K +245 +2%
JIC
98
Johnson Investment Counsel
Ohio
$2.44M
EFS
99
Essex Financial Services
Connecticut
$2.43M +$1.55K +8 +0.1%
STA
100
Summit Trail Advisors
New York
$2.36M -$3.49K -18 -0.2%