We are live on ! Find out more
VOOV icon

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
Bank of America
1
Bank of America
North Carolina
$377M -$3.5M -17,283 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$231M -$1.92M -9,478 -0.8%
Corient Private Wealth
3
Corient Private Wealth
Florida
$151M +$71.7M +354,121 +92%
UBS Group
4
UBS Group
Switzerland
$136M +$5.58M +27,553 +4%
LPL Financial
5
LPL Financial
California
$121M -$893K -4,408 -0.7%
JP Morgan Chase
6
JP Morgan Chase
New York
$120M +$14.4M +71,121 +14%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$104M -$3.16M -15,624 -3%
AF
8
Align Financial
Minnesota
$102M +$20.7M +102,015 New
Raymond James Financial
9
Raymond James Financial
Florida
$74.6M +$8.74M +43,165 +13%
Ameriprise
10
Ameriprise
Minnesota
$73.7M +$921K +4,549 +1%
Osaic Holdings
11
Osaic Holdings
Arizona
$66M +$1.19M +5,853 +2%
Wells Fargo
12
Wells Fargo
California
$56.3M +$7.05M +34,799 +14%
SWM
13
Shakespeare Wealth Management
Wisconsin
$56.2M +$389K +1,920 +0.7%
Pathstone Holdings
14
Pathstone Holdings
New Jersey
$50.2M -$20.4M -100,743 -29%
SCM
15
Stordahl Capital Management
Colorado
$48.9M +$178K +878 +0.4%
HighTower Advisors
16
HighTower Advisors
Illinois
$44.5M -$590K -2,916 -1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$33.7M +$339K +1,675 +1%
Prudential Financial
18
Prudential Financial
New Jersey
$33.4M -$425K -2,100 -1%
GSAM
19
Grant Street Asset Management
Pennsylvania
$30.4M +$37.3K +184 +0.1%
OIA
20
OneDigital Investment Advisors
Kansas
$29.6M -$837K -4,132 -3%
PIA
21
Petredis Investment Advisors
Pennsylvania
$25.1M -$267K -1,321 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$22.9M +$158K +780 +0.7%
ZF
23
Zhang Financial
Michigan
$21.2M -$500K -2,469 -2%
PAG
24
Private Advisor Group
New Jersey
$20.8M -$2.09M -10,335 -9%
PFM
25
Phillips Financial Management
Indiana
$20M -$379K -1,872 -2%