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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
HI
201
Harbour Investments
Wisconsin
$730K +$183K +872 +32%
CWM
202
Centurion Wealth Management
Virginia
$727K -$22K -105 -3%
VWM
203
Verus Wealth Management
Wisconsin
$725K +$5.65K +27 +0.8%
CP
204
Creekside Partners
California
$720K -$19K -91 -3%
NA
205
NewEdge Advisors
Louisiana
$720K -$351K -1,676 -32%
CAM
206
Cozad Asset Management
Illinois
$718K -$5.02K -24 -0.7%
MFGM
207
Marshall Financial Group (Maryland)
Maryland
$711K +$2.09K +10 +0.3%
MCM
208
MAI Capital Management
Ohio
$706K +$1.26K +6 +0.2%
WB
209
West Bancorporation
Iowa
$703K
MCM
210
MidAtlantic Capital Management
Virginia
$690K
WIP
211
WealthCare Investment Partners
Rhode Island
$686K
FCA
212
Fortis Capital Advisors
Kansas
$682K +$26.8K +128 +4%
SAM
213
Smartleaf Asset Management
Massachusetts
$677K -$67.4K -322 -9%
ASN
214
Advisory Services Network
Georgia
$676K -$39.8K -190 -5%
SOS
215
Silver Oak Securities
Tennessee
$671K -$177K -846 -20%
AWM
216
AE Wealth Management
Kansas
$670K -$18.2K -87 -3%
PB
217
Pinnacle Bancorp
Nebraska
$669K
SI
218
Stephens Inc
Arkansas
$660K +$26K +124 +4%
MFG
219
Magnus Financial Group
New York
$639K +$2.93K +14 +0.4%
SWA
220
Sightline Wealth Advisors
Connecticut
$611K
CFD
221
Creative Financial Designs
Indiana
$610K +$209 +1 +0%
SEIA
222
Signature Estate & Investment Advisors
California
$595K +$2.09K +10 +0.3%
KFG
223
Kropog Financial Group
Louisiana
$594K +$1.67K +8 +0.3%
SWM
224
Silverlake Wealth Management
Vermont
$583K +$837 +4 +0.1%
Lido Advisors
225
Lido Advisors
California
$578K +$191K +914 +48%