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Vanguard S&P 500 Value ETF

435 hedge funds and large institutions have $2.56B invested in Vanguard S&P 500 Value ETF in 2026 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,613% more call options, than puts

Call options by funds: $8.38M | Put options by funds: $489K

47% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 109

31% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 35

8% more funds holding in top 10

Funds holding in top 10: 1314 (+1)

0% more funds holding

Funds holding: 434435 (+1)

2.71% less ownership

Funds ownership: 45.6%42.89% (-2.7%)

7% less capital invested

Capital invested by funds: $2.76B → $2.56B (-$202M)

Holders
435
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
5.36%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.17%
New
46
Increased
160
Reduced
109
Closed
35
Calls
$8.38M
Puts
$489K
Net Calls
+$7.89M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
VWA
176
Visionary Wealth Advisors
Illinois
$982K +$1.01M +4,820 New
SCM
177
SCS Capital Management
Massachusetts
$980K -$209 -1 -0%
TWM
178
Thryve Wealth Management
Texas
$979K -$200K -955 -17%
WIA
179
World Investment Advisors
California
$974K -$27K -129 -3%
DWM
180
Diversify Wealth Management
Utah
$972K +$954K +4,560 New
CAM
181
Capital Asset Management
Colorado
$968K
SPI
182
Santori & Peters Inc
Pennsylvania
$957K +$209 +1 +0%
BAM
183
Belpointe Asset Management
Nevada
$940K -$25.5K -122 -3%
BAM
184
Beaumont Asset Management
Texas
$935K -$54K -258 -5%
VP
185
Verum Partners
North Carolina
$911K +$4.6K +22 +0.5%
FPL
186
Fortress Private Ledger
North Carolina
$909K +$400K +1,910 +75%
MCA
187
Magnolia Capital Advisors
Mississippi
$906K -$159K -761 -15%
WPC
188
Wedmont Private Capital
Pennsylvania
$904K -$67.2K -321 -7%
TFA
189
Tobias Financial Advisors
Florida
$901K
IA
190
Integrity Alliance
Iowa
$888K +$81.4K +389 +10%
IAA
191
Independent Advisor Alliance
North Carolina
$888K +$912K +4,359 New
SIA
192
Soltis Investment Advisors
Utah
$882K
IFG
193
Independent Financial Group
California
$877K +$173K +827 +24%
NGA
194
Naples Global Advisors
Florida
$865K
NWA
195
Northwest Wealth Advisors
Washington
$855K -$199K -950 -18%
PS
196
Principal Securities
Iowa
$852K +$12.1K +58 +1%
SWM
197
Sherman Wealth Management
Maryland
$812K -$176K -841 -17%
AIA
198
Arbor Investment Advisors
North Carolina
$800K +$2.09K +10 +0.3%
MB
199
MidFirst Bank
Oklahoma
$785K +$26.6K +127 +3%
C
200
Certuity
Florida
$783K +$3.77K +18 +0.5%