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Vanguard Value ETF

2,401 hedge funds and large institutions have $95.9B invested in Vanguard Value ETF in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 984 increasing their positions, 838 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $37.1M | Put options by funds: $10.2M

84% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 83

17% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 838

2% more funds holding

Funds holding: 2,3652,401 (+36)

3% more capital invested

Capital invested by funds: $93.2B → $95.9B (+$2.73B)

0.13% more ownership

Funds ownership: 69.71%69.84% (+0.13%)

3% less funds holding in top 10

Funds holding in top 10: 405392 (-13)

Holders
2,401
Holders Change
+36
Holders Change %
+1.52%
% of All Funds
31.61%
Holding in Top 10
392
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-3.21%
% of All Funds
5.16%
New
153
Increased
984
Reduced
838
Closed
83
Calls
$37.1M
Puts
$10.2M
Net Calls
+$27M
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Change in
Stake
CC
276
Courier Capital
New York
$25.3M +$363K +2,147 +2%
GVAG
277
Great Valley Advisor Group
Delaware
$25.2M -$1.24M -7,343 -5%
BRWA
278
B. Riley Wealth Advisors
Florida
$25.2M +$24.1M +142,417 New
CWM
279
Capital Wealth Management
Rhode Island
$24.7M +$410K +2,427 +2%
SHWM
280
Smith & Howard Wealth Management
Georgia
$24.7M +$1.85M +10,959 +8%
MSWMA
281
Market Street Wealth Management Advisors
Indiana
$24.7M +$133K +787 +0.6%
AWM
282
AAF Wealth Management
Massachusetts
$24.6M +$796K +4,715 +4%
TCM
283
TD Capital Management
Tennessee
$24.5M -$53.7K -318 -0.2%
LGA
284
Lebenthal Global Advisors
New York
$24.4M +$2.35M +13,908 +11%
MMPW
285
Mitchell McLeod Pugh & Williams
Alabama
$24.4M +$2.31M +13,660 +11%
FMP
286
Financial Management Professionals
Texas
$24.4M +$172K +1,017 +0.7%
RPGK
287
Retirement Planning Group (Kansas)
Kansas
$24.3M -$7.77K -46 -0%
FPB
288
First PREMIER Bank
South Dakota
$24.1M +$410K +2,425 +2%
RWS
289
Rochester Wealth Strategies
Michigan
$24M +$2.18M +12,887 +10%
CF
290
Copperwynd Financial
Arizona
$23.9M +$1.19M +7,030 +5%
PS
291
Principal Securities
Iowa
$23.9M -$1.49M -8,804 -6%
QIM
292
Quest Investment Management
Oregon
$23.9M +$240K +1,420 +1%
RSWM
293
Robertson Stephens Wealth Management
California
$23.8M +$180K +1,067 +0.8%
PA
294
Parallel Advisors
California
$23.8M +$121K +716 +0.5%
CAC
295
Certified Advisory Corp
Florida
$23.6M +$356K +2,108 +2%
CPA
296
Compass Planning Associates
Massachusetts
$23.6M +$119K +703 +0.5%
PF
297
Parker Financial
Washington
$23.6M +$446K +2,643 +2%
FFG
298
Frisch Financial Group
New York
$23.5M +$3.09M +18,289 +16%
WP
299
Wealthspan Partners
Iowa
$23.3M -$122K -722 -0.5%
AWMNH
300
Arcadia Wealth Management (New Hampshire)
New Hampshire
$23.3M +$2.1M +12,406 +10%

VTV Hedge Fund Activity: Q2 2025 in Review

2,401 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q2 2025, worth a combined $95.9B — up 2.9% from $93.2B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new VTV positions and 83 closed out — a net gain of 70 holders — while 984 added to existing stakes and 838 trimmed.

The largest buyer was Bank of America, adding an estimated $648M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $838M sold.

  • 2,401 institutional investors held Vanguard Value ETF (VTV) as of Q2 2025, up from 2,365 in Q1 2025.
  • Funds reported $95.9B of Vanguard Value ETF stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 153 funds opened new Vanguard Value ETF positions in Q2 2025 and 83 closed out, a net change of +70 holders.
  • The largest Vanguard Value ETF buyer in Q2 2025 was Bank of America, an estimated $648M added.
  • The largest Vanguard Value ETF seller in Q2 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $838M sold.

Based on aggregated 13F filings for Q2 2025.