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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
BAM
176
Belpointe Asset Management
Nevada
$970K +$48.8K +241 +5%
WPC
177
Wedmont Private Capital
Pennsylvania
$963K -$3.65K -18 -0.4%
SPI
178
Santori & Peters Inc
Pennsylvania
$962K -$9.52K -47 -1%
WANY
179
Wealthspire Advisors (New York)
New York
$946K -$963K -4,755 -51%
VP
180
Verum Partners
North Carolina
$912K +$3.65K +18 +0.4%
TFA
181
Tobias Financial Advisors
Florida
$906K
DAS
182
Diversify Advisory Services
Utah
$889K -$112K -554 -12%
SIA
183
Soltis Investment Advisors
Utah
$886K +$876K +4,327 New
NGA
184
Naples Global Advisors
Florida
$870K
SOS
185
Silver Oak Securities
Tennessee
$854K +$4.86K +24 +0.6%
PS
186
Principal Securities
Iowa
$845K -$8.71K -43 -1%
Northern Trust
187
Northern Trust
Illinois
$831K +$24.1K +119 +3%
PAS
188
Park Avenue Securities
New York
$821K +$534K +2,637 +192%
IA
189
Integrity Alliance
Iowa
$813K +$804K +3,970 New
AIA
190
Arbor Investment Advisors
North Carolina
$802K +$2.02K +10 +0.3%
C
191
Certuity
Florida
$783K +$3.44K +17 +0.4%
TCWA
192
Turtle Creek Wealth Advisors
Texas
$768K
BCI
193
Brinker Capital Investments
Pennsylvania
$764K +$88.9K +439 +13%
SAM
194
Smartleaf Asset Management
Massachusetts
$764K +$1.82K +9 +0.2%
MB
195
MidFirst Bank
Oklahoma
$763K +$754K +3,725 New
CWM
196
Centurion Wealth Management
Virginia
$752K -$17.2K -85 -2%
CP
197
Creekside Partners
California
$742K +$1.01K +5 +0.1%
CAM
198
Cozad Asset Management
Illinois
$727K
VWM
199
Verus Wealth Management
Wisconsin
$723K -$47.6K -235 -6%
ASN
200
Advisory Services Network
Georgia
$719K +$203K +1,001 +40%