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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
AI
201
Atria Investments
North Carolina
$716K +$44.5K +220 +7%
MFGM
202
Marshall Financial Group (Maryland)
Maryland
$712K -$5.47K -27 -0.8%
IFG
203
Independent Financial Group
California
$712K +$313K +1,548 +80%
MCM
204
MAI Capital Management
Ohio
$709K
WB
205
West Bancorporation
Iowa
$707K
MCM
206
MidAtlantic Capital Management
Virginia
$694K
WIP
207
WealthCare Investment Partners
Rhode Island
$692K +$3.04K +15 +0.4%
AWM
208
AE Wealth Management
Kansas
$691K +$52K +257 +8%
PB
209
Pinnacle Bancorp
Nebraska
$672K
FCA
210
Fortis Capital Advisors
Kansas
$659K +$3.44K +17 +0.5%
MFG
211
Magnus Financial Group
New York
$639K +$13.8K +68 +2%
SI
212
Stephens Inc
Arkansas
$639K
SWA
213
Sightline Wealth Advisors
Connecticut
$615K
CFD
214
Creative Financial Designs
Indiana
$613K -$7.7K -38 -1%
KFG
215
Kropog Financial Group
Louisiana
$596K +$2.23K +11 +0.4%
SEIA
216
Signature Estate & Investment Advisors
California
$596K +$2.23K +11 +0.4%
SWM
217
Silverlake Wealth Management
Vermont
$585K +$810 +4 +0.1%
Vanguard Group
218
Vanguard Group
Pennsylvania
$577K +$7.9K +39 +1%
AIC
219
Archer Investment Corporation
Indiana
$576K -$2.63K -13 -0.5%
HI
220
Harbour Investments
Wisconsin
$555K +$61.8K +305 +13%
KPWS
221
Kestra Private Wealth Services
Texas
$548K +$42.5K +210 +9%
BWA
222
BlueChip Wealth Advisors
Georgia
$548K
ACA
223
Affinity Capital Advisors
California
$542K
DWA
224
Delta Wealth Advisors
Indiana
$536K -$1.01K -5 -0.2%
RA
225
RFG Advisory
Alabama
$524K -$810 -4 -0.2%