Stock ownership · SEC 13F · Q4 2025

VANGUARD S&P 500 VALUE ETF

Institutional ownership of VANGUARD S&P 500 VALUE ETF (CUSIP 921932703) - who holds it, how concentrated it is, and what moved last quarter.

$2.0M
Reported value
3
Institutions
100%
Top-5 share

The verdict

3 institutions report $2.0M of VANGUARD S&P 500 VALUE ETF positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

3
institutions hold it
$2.0M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 921932703 · Q4 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-FULL

  • VALUE-TRACE $2.0M
  • HOLDERS-FOCUS 3 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 3 new
  • BOOK-FULL 8Q history

Read with: Ownership concentration guide - VANGUARD S&P 500 VALUE ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of VANGUARD S&P 500 VALUE ETF
  1. 1
    THRYVE WEALTH MANAGEMENT LLC $1.2M
  2. 2
    MidFirst Bank $763K
  3. 3
    Anchor Investment Management, LLC $13K

Top 3 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a VANGUARD S&P 500 VALUE ETF position has fallen from 4 to 3 over the last 8 quarters of 13F filings.

0123456 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 3
Distinct 13F filers holding VANGUARD S&P 500 VALUE ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 THRYVE WEALTH MANAGEMENT LLC 5,759 $1.2M 60.3%
2 MidFirst Bank 3,725 $763K 39.0%
3 Anchor Investment Management, LLC 62 $13K 0.6%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD S&P 500 VALUE ETF's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Latest Quarter Activity · Q4 2025

New positions (3)

THRYVE WEALTH MANAGEMENT LLC $1.2M
MidFirst Bank $763K
Anchor Investment Management, LLC $13K

Complete exits (4)

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) exited
Asset Dedication, LLC exited
CIBC Private Wealth Group LLC exited
CENTAURUS FINANCIAL, INC. exited

Frequently Asked Questions

How many institutions hold VANGUARD S&P 500 VALUE ETF?▼
VANGUARD S&P 500 VALUE ETF is held by 3 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of VANGUARD S&P 500 VALUE ETF?▼
Institutions report $2.0M of VANGUARD S&P 500 VALUE ETF as of Q4 2025.
How concentrated is ownership of VANGUARD S&P 500 VALUE ETF?▼
The top five institutional holders account for 100% of the reported institutional value in VANGUARD S&P 500 VALUE ETF, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of VANGUARD S&P 500 VALUE ETF?▼
THRYVE WEALTH MANAGEMENT LLC is the largest reported holder of VANGUARD S&P 500 VALUE ETF with $1.2M across 5,759 shares as of Q4 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.