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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
HA
101
HFG Advisors
Ohio
$2.69M +$64.9K +310 +2%
Baird Financial Group
102
Baird Financial Group
Wisconsin
$2.67M +$742K +3,544 +37%
FTS
103
Fifth Third Securities
Ohio
$2.66M -$108K -515 -4%
IWM
104
Iams Wealth Management
Nebraska
$2.58M +$991K +4,733 +60%
EH
105
Equitable Holdings
New York
$2.53M +$441K +2,107 +21%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$2.41M +$461K +2,202 +23%
JIC
107
Johnson Investment Counsel
Ohio
$2.41M +$64.5K +308 +3%
TPCW
108
TD Private Client Wealth
New York
$2.39M -$62.6K -299 -2%
EFS
109
Essex Financial Services
Connecticut
$2.37M -$95.2K -455 -4%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$2.33M -$17.2K -82 -0.7%
VCM
111
Virtue Capital Management
Tennessee
$2.31M -$200K -955 -8%
PGFC
112
Peapack-Gladstone Financial Corp
New Jersey
$2.3M +$47.1K +225 +2%
Natixis Advisors
113
Natixis Advisors
Massachusetts
$2.14M +$2.2M +10,488 New
CWM
114
ClientFirst Wealth Management
Arkansas
$2.04M
TAM
115
Titleist Asset Management
Texas
$1.97M +$2.02M +9,661 New
STA
116
Summit Trail Advisors
New York
$1.95M -$461K -2,204 -19%
MG
117
Mather Group
Illinois
$1.93M -$366K -1,747 -16%
BCM
118
Brookstone Capital Management
Illinois
$1.93M +$669K +3,197 +51%
MWM
119
Modera Wealth Management
New Jersey
$1.92M +$419 +2 +0%
AWM
120
Avior Wealth Management
Nebraska
$1.91M +$112K +534 +6%
MFWP
121
Mosaic Family Wealth Partners
Missouri
$1.91M +$6.07K +29 +0.3%
SFPG
122
Stonebridge Financial Planning Group
Florida
$1.87M -$31.2K -149 -2%
GAM
123
Gotham Asset Management
New York
$1.86M
EW
124
Evoke Wealth
California
$1.85M -$209 -1 -0%
EW
125
Expressive Wealth
Illinois
$1.84M +$114K +544 +7%