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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
Brown Advisory
101
Brown Advisory
Maryland
$2.34M +$10.7K +55 +0.5%
ACM
102
Ascent Capital Management
Oregon
$2.19M -$8.54K -44 -0.4%
PGFC
103
Peapack-Gladstone Financial Corp
New Jersey
$2.19M +$311K +1,601 +17%
TPCW
104
TD Private Client Wealth
New York
$2.14M +$118K +610 +6%
Renaissance Technologies
105
Renaissance Technologies
New York
$2.03M +$912K +4,700 +85%
EH
106
Equitable Holdings
New York
$2.03M -$59.4K -306 -3%
CWM
107
ClientFirst Wealth Management
Arkansas
$2M
SFPG
108
Stonebridge Financial Planning Group
Florida
$1.93M +$29.3K +151 +2%
Baird Financial Group
109
Baird Financial Group
Wisconsin
$1.91M -$41.3K -213 -2%
BFP
110
Beacon Financial Planning
Massachusetts
$1.91M +$13.2K +68 +0.7%
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$1.91M +$6.99K +36 +0.4%
Creative Planning
112
Creative Planning
Kansas
$1.88M +$514K +2,649 +39%
WANY
113
Wealthspire Advisors (New York)
New York
$1.87M -$48.9K -252 -3%
MWM
114
Modera Wealth Management
New Jersey
$1.86M +$194 +1 +0%
MFWP
115
Mosaic Family Wealth Partners
Missouri
$1.85M +$5.82K +30 +0.3%
SA
116
Sanctuary Advisors
Indiana
$1.82M +$56.9K +293 +3%
EW
117
Evoke Wealth
California
$1.81M -$194 -1 -0%
AWM
118
Avior Wealth Management
Nebraska
$1.77M -$6.21K -32 -0.4%
BA
119
Bluesphere Advisors
Pennsylvania
$1.68M -$6.79K -35 -0.4%
BBWP
120
Beacon Bridge Wealth Partners
Pennsylvania
$1.63M -$107K -551 -6%
Focus Partners Wealth
121
Focus Partners Wealth
Massachusetts
$1.62M -$177K -910 -10%
SAM
122
Strive Asset Management
Ohio
$1.61M -$523K -2,694 -25%
IIC
123
Integrated Investment Consultants
Michigan
$1.55M
IF
124
Intrua Financial
Texas
$1.49M -$101K -521 -7%
SC
125
Sierra Capital
Florida
$1.49M +$708K +3,647 +96%