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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
KeyBank National Association
76
KeyBank National Association
Ohio
$4.29M -$61.2K -302 -1%
Comerica Bank
77
Comerica Bank
Texas
$4.15M +$6.48K +32 +0.2%
BWG
78
Balanced Wealth Group
Ohio
$4.1M +$75.1K +371 +2%
WA
79
WBH Advisory
Maryland
$4M -$26.5K -131 -0.7%
NSIM
80
North Star Investment Management
Illinois
$3.99M -$116K -572 -3%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$3.99M +$3.44K +17 +0.1%
VA
82
Valmark Advisers
Ohio
$3.81M -$616K -3,041 -14%
SFM
83
Signet Financial Management
New Jersey
$3.6M -$15.4K -76 -0.4%
FB
84
First Bancorp
Maine
$3.58M +$289K +1,425 +9%
AF
85
Allworth Financial
California
$3.58M -$12.6K -62 -0.4%
Lazard Asset Management
86
Lazard Asset Management
New York
$3.2M -$44.5K -220 -1%
AT
87
Arlington Trust
Alabama
$3.2M -$344K -1,697 -10%
EWA
88
Encompass Wealth Advisors
Oregon
$3.19M +$280K +1,381 +10%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$3.17M +$370K +1,825 +13%
FHA
90
Flagship Harbor Advisors
Massachusetts
$3.17M +$72.3K +357 +2%
I2I
91
Insight 2811 Inc
Illinois
$2.91M +$68.2K +337 +2%
CI
92
Constellation Investments
Ohio
$2.87M -$1.01M -5,000 -26%
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$2.82M +$1.96M +9,702 +242%
FTS
94
Fifth Third Securities
Ohio
$2.78M +$60.3K +298 +2%
PFS
95
Prospera Financial Services
Texas
$2.69M +$39.1K +193 +1%
HA
96
HFG Advisors
Ohio
$2.64M +$27.7K +137 +1%
VCM
97
Virtue Capital Management
Tennessee
$2.57M +$2.36M +11,672 +1,448%
EFS
98
Essex Financial Services
Connecticut
$2.47M -$27.3K -135 -1%
TPCW
99
TD Private Client Wealth
New York
$2.46M +$261K +1,289 +12%
STA
100
Summit Trail Advisors
New York
$2.42M -$4.46K -22 -0.2%