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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
JIC
101
Johnson Investment Counsel
Ohio
$2.36M -$145K -717 -6%
Focus Partners Wealth
102
Focus Partners Wealth
Massachusetts
$2.35M +$682K +3,366 +41%
MG
103
Mather Group
Illinois
$2.3M -$1.48M -7,300 -39%
PGFC
104
Peapack-Gladstone Financial Corp
New Jersey
$2.27M +$20.3K +100 +0.9%
BFP
105
Beacon Financial Planning
Massachusetts
$2.24M +$273K +1,346 +14%
EH
106
Equitable Holdings
New York
$2.1M +$16.8K +83 +0.8%
AAS
107
Ameritas Advisory Services
Nebraska
$2.06M +$1.54M +7,613 +313%
CWM
108
ClientFirst Wealth Management
Arkansas
$2.05M
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$1.97M +$6.68K +33 +0.3%
Baird Financial Group
110
Baird Financial Group
Wisconsin
$1.96M
MWM
111
Modera Wealth Management
New Jersey
$1.93M +$22.5K +111 +1%
SFPG
112
Stonebridge Financial Planning Group
Florida
$1.91M -$70.9K -350 -4%
MFWP
113
Mosaic Family Wealth Partners
Missouri
$1.91M +$5.67K +28 +0.3%
GAM
114
Gotham Asset Management
New York
$1.87M +$931K +4,596 +101%
Creative Planning
115
Creative Planning
Kansas
$1.87M -$56.1K -277 -3%
EW
116
Evoke Wealth
California
$1.86M +$202 +1 +0%
AIM
117
Allen Investment Management
New York
$1.82M +$1.8M +8,891 New
AWM
118
Avior Wealth Management
Nebraska
$1.81M -$2.23K -11 -0.1%
SA
119
Sanctuary Advisors
Indiana
$1.73M -$134K -664 -7%
BA
120
Bluesphere Advisors
Pennsylvania
$1.68M -$42.7K -211 -3%
BBWP
121
Beacon Bridge Wealth Partners
Pennsylvania
$1.68M
IWM
122
Iams Wealth Management
Nebraska
$1.63M +$671K +3,313 +72%
QCM
123
Quantinno Capital Management
New York
$1.62M +$133K +656 +9%
EW
124
Expressive Wealth
Illinois
$1.62M +$1.6M +7,912 New
IIC
125
Integrated Investment Consultants
Michigan
$1.6M