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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
Fiera Capital (Canada)
151
Fiera Capital (Canada)
Quebec, Canada
$1.23M
TWM
152
Thryve Wealth Management
Texas
$1.18M +$1.17M +5,759 New
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.17M +$200K +990 +21%
BBHC
154
Brown Brothers Harriman & Co
New York
$1.16M
KW
155
KWB Wealth
California
$1.16M -$8.1K -40 -0.7%
HAG
156
HighPoint Advisor Group
Illinois
$1.14M +$1.13M +5,563 New
SWP
157
Stratos Wealth Partners
Ohio
$1.12M +$1.82K +9 +0.2%
BHWM
158
Beaird Harris Wealth Management
Texas
$1.11M +$4.86K +24 +0.4%
CAWM
159
Capital Advisors Wealth Management
Washington
$1.1M +$5.06K +25 +0.5%
SFS
160
Security Financial Services
Indiana
$1.08M -$19.6K -97 -2%
MCA
161
Magnolia Capital Advisors
Mississippi
$1.07M +$48.8K +241 +5%
NA
162
NewEdge Advisors
Louisiana
$1.07M -$411K -2,031 -28%
NWA
163
Northwest Wealth Advisors
Washington
$1.05M +$1.04M +5,144 New
CL
164
Choreo LLC
Illinois
$1.05M +$810 +4 +0.1%
AA
165
Advisory Alpha
Michigan
$1.04M +$49.4K +244 +5%
IWP
166
Innova Wealth Partners
Pennsylvania
$1.03M +$48.4K +239 +5%
RAS
167
RPS Advisory Solutions
Kentucky
$1.02M -$810 -4 -0.1%
DADC
168
D.A. Davidson & Co
Montana
$1.01M
WIA
169
World Investment Advisors
California
$1.01M -$55.3K -273 -5%
BlackRock
170
BlackRock
New York
$1M -$202 -1 -0%
BAM
171
Beaumont Asset Management
Texas
$993K -$50.2K -248 -5%
GVAG
172
Great Valley Advisor Group
Delaware
$991K +$612K +3,022 +167%
SWM
173
Sherman Wealth Management
Maryland
$989K +$977K +4,826 New
SCM
174
SCS Capital Management
Massachusetts
$985K +$4.46K +22 +0.5%
CAM
175
Capital Asset Management
Colorado
$973K +$961K +4,748 New