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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
NGA
176
Naples Global Advisors
Florida
$847K
PS
177
Principal Securities
Iowa
$831K +$1.36K +7 +0.2%
SOS
178
Silver Oak Securities
Tennessee
$820K +$1.94K +10 +0.2%
Thrivent Financial for Lutherans
179
Thrivent Financial for Lutherans
Minnesota
$800K -$1.05M -5,430 -58%
Northern Trust
180
Northern Trust
Illinois
$786K -$33.4K -172 -4%
AIA
181
Arbor Investment Advisors
North Carolina
$779K +$1.94K +10 +0.3%
C
182
Certuity
Florida
$759K +$6.99K +36 +1%
VWM
183
Verus Wealth Management
Wisconsin
$751K -$6.21K -32 -0.8%
CWM
184
Centurion Wealth Management
Virginia
$750K -$5.43K -28 -0.7%
TCWA
185
Turtle Creek Wealth Advisors
Texas
$748K +$728K +3,751 New
SAM
186
Smartleaf Asset Management
Massachusetts
$734K
BPA
187
Beacon Pointe Advisors
California
$731K +$219K +1,128 +44%
CP
188
Creekside Partners
California
$722K +$776 +4 +0.1%
CAM
189
Cozad Asset Management
Illinois
$708K -$2.91K -15 -0.4%
MFGM
190
Marshall Financial Group (Maryland)
Maryland
$699K +$2.13K +11 +0.3%
MCM
191
MAI Capital Management
Ohio
$690K
WB
192
West Bancorporation
Iowa
$688K
MCM
193
MidAtlantic Capital Management
Virginia
$676K
WIP
194
WealthCare Investment Partners
Rhode Island
$670K
BCI
195
Brinker Capital Investments
Pennsylvania
$657K -$52.6K -271 -8%
PB
196
Pinnacle Bancorp
Nebraska
$655K
AI
197
Atria Investments
North Carolina
$653K +$274K +1,414 +76%
FCA
198
Fortis Capital Advisors
Kansas
$638K +$3.11K +16 +0.5%
CPRC
199
Consolidated Portfolio Review Corp
New York
$630K -$13.2K -68 -2%
AWM
200
AE Wealth Management
Kansas
$622K -$776 -4 -0.1%