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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
KW
151
KWB Wealth
California
$1.07M -$27.4K -141 -2%
CAWM
152
Capital Advisors Wealth Management
Washington
$1.07M +$4.85K +25 +0.5%
WIA
153
World Investment Advisors
California
$1.03M -$217K -1,118 -18%
JWCA
154
J.W. Cole Advisors
Florida
$1.02M -$59K -304 -6%
BAM
155
Beaumont Asset Management
Texas
$1.02M -$24.3K -125 -2%
CL
156
Choreo LLC
Illinois
$1.01M +$50.7K +261 +5%
RAS
157
RPS Advisory Solutions
Kentucky
$996K +$4.08K +21 +0.4%
Bank of Montreal
158
Bank of Montreal
Ontario, Canada
$996K -$342K -1,764 -26%
Citadel Advisors
159
Citadel Advisors
Florida
$995K -$891K -4,592 -48%
MCA
160
Magnolia Capital Advisors
Mississippi
$991K +$89.9K +463 +10%
DADC
161
D.A. Davidson & Co
Montana
$982K -$14.6K -75 -2%
BlackRock
162
BlackRock
New York
$977K +$24.5K +126 +3%
AA
163
Advisory Alpha
Michigan
$970K +$90.3K +465 +11%
DAS
164
Diversify Advisory Services
Utah
$964K -$25.6K -132 -3%
SCM
165
SCS Capital Management
Massachusetts
$955K
IWP
166
Innova Wealth Partners
Pennsylvania
$954K +$719K +3,706 +344%
SPI
167
Santori & Peters Inc
Pennsylvania
$946K +$105K +543 +13%
FDCDDQ
168
Federation des caisses Desjardins du Quebec
Quebec, Canada
$941K +$267K +1,375 +41%
WPC
169
Wedmont Private Capital
Pennsylvania
$938K +$2.72K +14 +0.3%
IWM
170
Iams Wealth Management
Nebraska
$924K +$162K +832 +22%
GAM
171
Gotham Asset Management
New York
$908K +$884K +4,553 New
BAM
172
Belpointe Asset Management
Nevada
$896K +$36.3K +187 +4%
VP
173
Verum Partners
North Carolina
$884K -$18.2K -94 -2%
TFA
174
Tobias Financial Advisors
Florida
$882K +$4.85K +25 +0.6%
DC
175
Davenport & Co
Virginia
$881K +$1.94K +10 +0.2%