We are live on ! Find out more
VOOV icon

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
Bank of America
1
Bank of America
North Carolina
$371M -$34.7M -178,618 -9%
Morgan Stanley
2
Morgan Stanley
New York
$227M +$5.92M +30,486 +3%
UBS Group
3
UBS Group
Switzerland
$127M -$84.2K -434 -0.1%
LPL Financial
4
LPL Financial
California
$119M +$4.29M +22,097 +4%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$104M +$80.8M +416,121 +389%
JP Morgan Chase
6
JP Morgan Chase
New York
$102M +$4.06M +20,917 +4%
Corient Private Wealth
7
Corient Private Wealth
Florida
$76.6M -$2.8M -14,427 -4%
Ameriprise
8
Ameriprise
Minnesota
$70.9M -$5.37M -27,679 -7%
Pathstone Holdings
9
Pathstone Holdings
New Jersey
$69M +$2.81M +14,499 +4%
Raymond James Financial
10
Raymond James Financial
Florida
$64M +$14.6M +75,327 +31%
Osaic Holdings
11
Osaic Holdings
Arizona
$62.8M +$2.19M +11,292 +4%
SWM
12
Shakespeare Wealth Management
Wisconsin
$54.3M +$2M +10,302 +4%
Wells Fargo
13
Wells Fargo
California
$47.9M -$1.65M -8,520 -3%
SCM
14
Stordahl Capital Management
Colorado
$47.4M +$1.87M +9,631 +4%
HighTower Advisors
15
HighTower Advisors
Illinois
$43.9M -$1.56M -8,037 -4%
Prudential Financial
16
Prudential Financial
New Jersey
$32.7M +$388K +2,000 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$32.4M +$938K +4,834 +3%
OIA
18
OneDigital Investment Advisors
Kansas
$29.6M -$249K -1,283 -0.9%
GSAM
19
Grant Street Asset Management
Pennsylvania
$29.6M +$67.6K +348 +0.2%
PIA
20
Petredis Investment Advisors
Pennsylvania
$24.7M -$205K -1,054 -0.8%
PAG
21
Private Advisor Group
New Jersey
$22.3M -$2.4M -12,350 -10%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$22.2M -$5.71M -29,397 -21%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$21.3M -$9.29M -47,874 -31%
ZF
24
Zhang Financial
Michigan
$21.1M -$175K -899 -0.8%
PFM
25
Phillips Financial Management
Indiana
$19.8M -$982K -5,061 -5%