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Vanguard Morningstar Value ETF

2,366 hedge funds and large institutions have $93.2B invested in Vanguard Morningstar Value ETF in 2025 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,115 increasing their positions, 775 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $11.1M

50% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 102

44% more repeat investments, than reductions

Existing positions increased: 1,115 | Existing positions reduced: 775

1% more funds holding in top 10

Funds holding in top 10: 400405 (+5)

0% more funds holding

Funds holding: 2,3632,366 (+3)

0.01% less ownership

Funds ownership: 69.71%69.71% (-0.01%)

32% less capital invested

Capital invested by funds: $138B → $93.2B (-$44.5B)

Holders
2,366
Holders Change
+3
Holders Change %
+0.13%
% of All Funds
31.72%
Holding in Top 10
405
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.25%
% of All Funds
5.43%
New
153
Increased
1,115
Reduced
775
Closed
102
Calls
$30.8M
Puts
$11.1M
Net Calls
+$19.7M
Net Calls Change
-$55.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
276
Towerpoint Wealth
California
$25.4M +$960K +5,507 +4%
WA
277
Wealth Architects
California
$25M -$1.06M -6,091 -4%
PS
278
Principal Securities
Iowa
$24.4M +$213K +1,219 +0.9%
WA
279
Waterford Advisors
New York
$24.4M +$1.01M +5,771 +4%
CC
280
Courier Capital
New York
$24.4M -$202K -1,160 -0.8%
BFS
281
Bare Financial Services
Pennsylvania
$24.2M +$1.17M +6,685 +5%
TCM
282
TD Capital Management
Tennessee
$24M -$230K -1,317 -0.9%
GSWM
283
Greenup Street Wealth Management
Michigan
$24M +$3M +17,205 +14%
MSWMA
284
Market Street Wealth Management Advisors
Indiana
$24M +$368K +2,112 +2%
RPGK
285
Retirement Planning Group (Kansas)
Kansas
$23.8M +$12.5M +71,922 +110%
CWM
286
Capital Wealth Management
Rhode Island
$23.8M +$854K +4,896 +4%
AFG
287
Atomi Financial Group
New York
$23.6M +$13.9M +79,862 +141%
WAP
288
Wealthcare Advisory Partners
Pennsylvania
$23.5M +$229K +1,315 +1%
FMP
289
Financial Management Professionals
Texas
$23.5M +$861K +4,939 +4%
MHS
290
M Holdings Securities
Oregon
$23.4M +$1.16M +6,625 +5%
AWM
291
AAF Wealth Management
Massachusetts
$23.3M +$49K +281 +0.2%
PA
292
Parallel Advisors
California
$23.1M +$204K +1,170 +0.9%
FPB
293
First PREMIER Bank
South Dakota
$23.1M +$1.72M +9,861 +8%
QIM
294
Quest Investment Management
Oregon
$23.1M -$128K -733 -0.5%
RSWM
295
Robertson Stephens Wealth Management
California
$23M +$355K +2,034 +2%
CPA
296
Compass Planning Associates
Massachusetts
$23M +$1.25M +7,148 +6%
WP
297
Wealthspan Partners
Iowa
$22.9M +$351K +2,012 +2%
AIA
298
Angeles Investment Advisors
California
$22.8M -$6.85M -39,287 -23%
Bank of Montreal
299
Bank of Montreal
Ontario, Canada
$22.8M +$3.47M +19,911 +18%
CAC
300
Certified Advisory Corp
Florida
$22.7M +$200K +1,148 +0.9%

VTV Hedge Fund Activity: Q1 2025 in Review

2,366 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q1 2025, worth a combined $93.2B — down 32% from $138B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new VTV positions and 102 closed out — a net gain of 51 holders — while 1,115 added to existing stakes and 775 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $846M. The largest seller was Pacific Life Fund Advisors, exiting entirely with an estimated $292M sold.

  • 2,366 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q1 2025, up from 2,363 in Q4 2024.
  • Funds reported $93.2B of Vanguard Morningstar Value ETF stock for Q1 2025, down 32% quarter-over-quarter.
  • 153 funds opened new Vanguard Morningstar Value ETF positions in Q1 2025 and 102 closed out, a net change of +51 holders.
  • The largest Vanguard Morningstar Value ETF buyer in Q1 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $846M added.
  • The largest Vanguard Morningstar Value ETF seller in Q1 2025 was Pacific Life Fund Advisors, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2025.