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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
TWC
126
TD Waterhouse Canada
Ontario, Canada
$1.46M
QCM
127
Quantinno Capital Management
New York
$1.45M +$56.1K +289 +4%
NA
128
NewEdge Advisors
Louisiana
$1.44M +$5.43K +28 +0.4%
BFA
129
Bragg Financial Advisors
North Carolina
$1.38M -$35.9K -185 -3%
US Bancorp
130
US Bancorp
Minnesota
$1.38M +$69.1K +356 +5%
TC
131
TownSquare Capital
Utah
$1.35M -$25.2K -130 -2%
AW
132
Avion Wealth
Texas
$1.32M -$14K -72 -1%
ECM
133
Evergreen Capital Management
Washington
$1.31M
AF
134
Apollon Financial
South Carolina
$1.31M +$5.43K +28 +0.4%
CFG
135
Citizens Financial Group
Rhode Island
$1.26M -$54.9K -283 -4%
EWM
136
Evercore Wealth Management
New York
$1.26M
CA
137
CoreCap Advisors
Michigan
$1.24M +$205K +1,056 +20%
CFGSD
138
Compass Financial Group (South Dakota)
South Dakota
$1.24M
GAM
139
Gemmer Asset Management
California
$1.22M -$194 -1 -0%
BCM
140
Brookstone Capital Management
Illinois
$1.21M -$1.99M -10,262 -63%
LTL
141
Lowery Thomas LLC
California
$1.21M +$73.4K +378 +7%
CF
142
Centaurus Financial
California
$1.21M +$90.7K +467 +8%
AR
143
Apeiron RIA
Texas
$1.21M
Fiera Capital (Canada)
144
Fiera Capital (Canada)
Quebec, Canada
$1.2M
BBHC
145
Brown Brothers Harriman & Co
New York
$1.13M +$960K +4,947 +673%
Envestnet Portfolio Solutions
146
Envestnet Portfolio Solutions
Illinois
$1.13M -$349K -1,797 -24%
RIA
147
Regal Investment Advisors
Michigan
$1.11M +$8.93K +46 +0.8%
SWP
148
Stratos Wealth Partners
Ohio
$1.09M +$22.5K +116 +2%
BHWM
149
Beaird Harris Wealth Management
Texas
$1.08M +$4.85K +25 +0.5%
SFS
150
Security Financial Services
Indiana
$1.08M -$1.55K -8 -0.1%