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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
SI
201
Stephens Inc
Arkansas
$622K -$38.8K -200 -6%
MFG
202
Magnus Financial Group
New York
$609K -$21.4K -110 -3%
CFD
203
Creative Financial Designs
Indiana
$604K -$9.51K -49 -2%
SWA
204
Sightline Wealth Advisors
Connecticut
$598K
KFG
205
Kropog Financial Group
Louisiana
$578K -$43.3K -223 -7%
SEIA
206
Signature Estate & Investment Advisors
California
$578K +$64.8K +334 +13%
SWM
207
Silverlake Wealth Management
Vermont
$569K +$776 +4 +0.1%
AIC
208
Archer Investment Corporation
Indiana
$564K
Vanguard Group
209
Vanguard Group
Pennsylvania
$554K -$19.2K -99 -3%
SS
210
SBI Securities
Japan
$535K -$36.3K -187 -7%
BWA
211
BlueChip Wealth Advisors
Georgia
$534K -$2.91K -15 -0.6%
ACA
212
Affinity Capital Advisors
California
$530K
AWM
213
Axxcess Wealth Management
California
$523K -$14.8K -76 -3%
DWA
214
Delta Wealth Advisors
Indiana
$523K -$30.7K -158 -6%
KWM
215
Kingsview Wealth Management
Oregon
$513K -$539K -2,776 -52%
RA
216
RFG Advisory
Alabama
$511K +$971 +5 +0.2%
RA
217
Rodgers & Associates
Pennsylvania
$508K +$1.94K +10 +0.4%
ASN
218
Advisory Services Network
Georgia
$500K +$105K +539 +27%
BIA
219
BHK Investment Advisors
Alabama
$499K
PFG
220
Pinnacle Financial Group
Illinois
$499K
KPWS
221
Kestra Private Wealth Services
Texas
$492K -$50.5K -260 -10%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$487K +$32.4K +167 +7%
AAS
223
Ameritas Advisory Services
Nebraska
$485K -$6.17M -31,774 -93%
BA
224
Bristlecone Advisors
Washington
$484K
RC
225
Roundview Capital
New Jersey
$484K