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Vanguard S&P 500 Value ETF

388 hedge funds and large institutions have $2.31B invested in Vanguard S&P 500 Value ETF in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 154 increasing their positions, 102 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
388
Holders Change
+9
Holders Change %
+2.37%
% of All Funds
5.27%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.2%
New
33
Increased
154
Reduced
102
Closed
19
Calls
$313K
Puts
$143K
Net Calls
+$170K
Net Calls Change
+$170K
Name Holding Trade Value Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$337M -$11.4M -62,068 -3%
Morgan Stanley
2
Morgan Stanley
New York
$203M +$7.97M +43,281 +4%
LPL Financial
3
LPL Financial
California
$104M -$2.46M -13,335 -2%
UBS Group
4
UBS Group
Switzerland
$98.2M -$515K -2,796 -0.5%
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$88.5M +$33.2K +180 +0%
Corient Private Wealth
6
Corient Private Wealth
Florida
$74.3M -$2.28M -12,360 -3%
AAS
7
Avantax Advisory Services
Texas
$68.7M +$5.92M +32,134 +9%
Ameriprise
8
Ameriprise
Minnesota
$67.2M -$9.51M -51,609 -12%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$64M +$6.71M +36,154 +12%
Osaic Holdings
10
Osaic Holdings
Arizona
$53.4M +$7.36M +39,900 +16%
Wells Fargo
11
Wells Fargo
California
$47.6M -$379K -2,058 -0.8%
SWM
12
Shakespeare Wealth Management
Wisconsin
$45.8M +$395K +2,142 +0.9%
Raymond James Financial
13
Raymond James Financial
Florida
$45.5M +$1.72M +9,314 +4%
SCM
14
Stordahl Capital Management
Colorado
$43.6M +$843K +4,575 +2%
HighTower Advisors
15
HighTower Advisors
Illinois
$42.6M -$1.59M -8,645 -4%
Goldman Sachs
16
Goldman Sachs
New York
$37M +$10.3M +56,052 +39%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$30.1M +$2.76M +15,004 +10%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$27.8M +$26.5K +144 +0.1%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$27.3M -$832K -4,516 -3%
GSAM
20
Grant Street Asset Management
Pennsylvania
$26.7M +$1.15M +6,228 +4%
OIA
21
OneDigital Investment Advisors
Kansas
$26.5M +$63.2K +343 +0.2%
PAG
22
Private Advisor Group
New Jersey
$23.5M -$3.29M -17,868 -12%
PIA
23
Petredis Investment Advisors
Pennsylvania
$22.5M +$15.8K +86 +0.1%
BCMLT
24
Beacon Capital Management LLC (Tennessee)
Tennessee
$21.5M -$6.29M -34,123 -23%
ZF
25
Zhang Financial
Michigan
$20.1M -$315K -1,709 -2%