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Vanguard S&P 500 Value ETF

400 hedge funds and large institutions have $2.5B invested in Vanguard S&P 500 Value ETF in 2025 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 140 increasing their positions, 123 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
400
Holders Change
+12
Holders Change %
+3.09%
% of All Funds
5.36%
Holding in Top 10
12
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-20%
% of All Funds
0.16%
New
41
Increased
140
Reduced
123
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFD
201
Creative Financial Designs
Indiana
$581K +$61.3K +325 +12%
SWA
202
Sightline Wealth Advisors
Connecticut
$566K
ACM
203
AlphaStar Capital Management
North Carolina
$554K +$554K +2,936 New
AssetMark Inc
204
AssetMark Inc
California
$549K +$395K +2,092 +255%
Vanguard Group
205
Vanguard Group
Pennsylvania
$543K +$30.4K +161 +6%
SS
206
SBI Securities
Japan
$541K +$32.6K +173 +6%
SWM
207
Silverlake Wealth Management
Vermont
$537K +$16.8K +89 +3%
AIC
208
Archer Investment Corporation
Indiana
$533K +$26.4K +140 +5%
1WM
209
1900 Wealth Management
Texas
$522K +$2.27K +12 +0.4%
KPWS
210
Kestra Private Wealth Services
Texas
$515K +$66.8K +354 +15%
AWM
211
Axxcess Wealth Management
California
$510K +$108K +570 +27%
BWA
212
BlueChip Wealth Advisors
Georgia
$508K +$508K +2,690 New
ACA
213
Affinity Capital Advisors
California
$500K
SEIA
214
Signature Estate & Investment Advisors
California
$484K +$115K +610 +31%
RA
215
RFG Advisory
Alabama
$483K +$64.5K +342 +15%
BPA
216
Beacon Pointe Advisors
California
$479K
RA
217
Rodgers & Associates
Pennsylvania
$479K
BIA
218
BHK Investment Advisors
Alabama
$472K
PFG
219
Pinnacle Financial Group
Illinois
$472K
BA
220
Bristlecone Advisors
Washington
$458K
RC
221
Roundview Capital
New Jersey
$458K -$77.5K -411 -14%
RFP
222
Root Financial Partners
California
$456K +$22.8K +121 +5%
WWM
223
Western Wealth Management
Colorado
$455K -$2.27K -12 -0.5%
CWS
224
Confluence Wealth Services
Pennsylvania
$446K +$377 +2 +0.1%
NWAG
225
Net Worth Advisory Group
Utah
$440K -$1.89K -10 -0.4%