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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 %
Bank of America
1
Bank of America
North Carolina
$384M +$39.2M +207,474 +11%
Morgan Stanley
2
Morgan Stanley
New York
$209M +$1.29M +6,816 +0.6%
Corient Private Wealth
3
Corient Private Wealth
Florida
$150M +$74.3M +393,914 +98%
UBS Group
4
UBS Group
Switzerland
$120M +$19.5M +103,072 +19%
LPL Financial
5
LPL Financial
California
$108M +$1.84M +9,774 +2%
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$92.8M +$2.1M +11,135 +2%
Ameriprise
7
Ameriprise
Minnesota
$73M +$3.51M +18,426 +5%
AAS
8
Avantax Advisory Services
Texas
$71.1M +$776K +4,112 +1%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$62.5M -$2.5M -13,232 -4%
SWM
10
Shakespeare Wealth Management
Wisconsin
$49.4M +$2.46M +13,011 +5%
Wells Fargo
11
Wells Fargo
California
$46.9M -$1.87M -9,912 -4%
Raymond James Financial
12
Raymond James Financial
Florida
$46.3M -$281K -1,491 -0.6%
Osaic Holdings
13
Osaic Holdings
Arizona
$45.4M -$8.13M -43,950 -15%
HighTower Advisors
14
HighTower Advisors
Illinois
$43.1M -$547K -2,900 -1%
SCM
15
Stordahl Capital Management
Colorado
$43.1M -$1.61M -8,533 -4%
Goldman Sachs
16
Goldman Sachs
New York
$37M -$932K -4,939 -2%
Prudential Financial
17
Prudential Financial
New Jersey
$30.5M +$30.5M +161,700 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$29.8M -$1.01M -5,361 -3%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$29.2M +$677K +3,589 +2%
OIA
20
OneDigital Investment Advisors
Kansas
$28.2M +$1.13M +5,979 +4%
GSAM
21
Grant Street Asset Management
Pennsylvania
$27.9M +$608K +3,222 +2%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$26.5M -$1.44M -7,628 -5%
PIA
23
Petredis Investment Advisors
Pennsylvania
$23.6M +$547K +2,901 +2%
PAG
24
Private Advisor Group
New Jersey
$23.4M -$589K -3,120 -2%
GS
25
GTS Securities
New York
$23.2M +$23.2M +122,893 New