We are live on ! Find out more
VTV icon

Vanguard Value ETF

2,447 hedge funds and large institutions have $104B invested in Vanguard Value ETF in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,087 increasing their positions, 814 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $6.71M

106% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 86

34% more repeat investments, than reductions

Existing positions increased: 1,087 | Existing positions reduced: 814

8% more capital invested

Capital invested by funds: $95.9B → $104B (+$7.63B)

2% more funds holding

Funds holding: 2,4012,447 (+46)

0.44% more ownership

Funds ownership: 69.84%70.27% (+0.44%)

5% less funds holding in top 10

Funds holding in top 10: 392374 (-18)

Holders
2,447
Holders Change
+46
Holders Change %
+1.92%
% of All Funds
32.11%
Holding in Top 10
374
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.59%
% of All Funds
4.91%
New
177
Increased
1,087
Reduced
814
Closed
86
Calls
$28.9M
Puts
$6.71M
Net Calls
+$22.2M
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
SHWM
276
Smith & Howard Wealth Management
Georgia
$26.7M +$593K +3,277 +2%
SWP
277
Stratos Wealth Partners
Ohio
$26.6M +$3.32M +18,334 +15%
PS
278
Principal Securities
Iowa
$26.6M +$1.31M +7,215 +5%
CWM
279
Capital Wealth Management
Rhode Island
$26.4M +$301K +1,660 +1%
RWS
280
Rochester Wealth Strategies
Michigan
$26.4M +$1.02M +5,651 +4%
FMP
281
Financial Management Professionals
Texas
$26.3M +$522K +2,884 +2%
LGA
282
Lebenthal Global Advisors
New York
$26.2M +$454K +2,507 +2%
RPGK
283
Retirement Planning Group (Kansas)
Kansas
$26.1M +$475K +2,623 +2%
MSWMA
284
Market Street Wealth Management Advisors
Indiana
$26.1M +$81.5K +450 +0.3%
PAS
285
Park Avenue Securities
New York
$26M +$1.55M +8,534 +7%
TCM
286
TD Capital Management
Tennessee
$25.8M -$91.1K -503 -0.4%
FPB
287
First PREMIER Bank
South Dakota
$25.7M +$311K +1,716 +1%
PFS
288
Prospera Financial Services
Texas
$25.4M -$1.29M -7,152 -5%
AFG
289
Atomi Financial Group
New York
$25.2M +$761K +4,202 +3%
PF
290
Parker Financial
Washington
$25M +$65.7K +363 +0.3%
QIM
291
Quest Investment Management
Oregon
$24.8M -$354K -1,956 -1%
GVAG
292
Great Valley Advisor Group
Delaware
$24.8M -$1.82M -10,036 -7%
CAC
293
Certified Advisory Corp
Florida
$24.7M -$208K -1,149 -0.9%
VC
294
Veery Capital
Delaware
$24.7M +$930K +5,136 +4%
FTS
295
Fifth Third Securities
Ohio
$24.5M +$144K +796 +0.6%
WP
296
Wealthspan Partners
Iowa
$24.5M -$162K -896 -0.7%
SCM
297
SOL Capital Management
Maryland
$24.3M +$1.22M +6,734 +5%
2L
298
25 LLC
Missouri
$24.3M -$82.6K -456 -0.3%
BDF
299
Black Diamond Financial
Maryland
$24.2M +$12M +66,185 +104%
RSWM
300
Robertson Stephens Wealth Management
California
$24.1M -$1M -5,550 -4%

VTV Hedge Fund Activity: Q3 2025 in Review

2,447 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q3 2025, worth a combined $104B — up 8% from $95.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new VTV positions and 86 closed out — a net gain of 91 holders — while 1,087 added to existing stakes and 814 trimmed.

The largest buyer was Bank of America, adding an estimated $1.03B. The largest seller was Brandes Investment Partners, cutting an estimated $153M.

  • 2,447 institutional investors held Vanguard Value ETF (VTV) as of Q3 2025, up from 2,401 in Q2 2025.
  • Funds reported $104B of Vanguard Value ETF stock for Q3 2025, up 8% quarter-over-quarter.
  • 177 funds opened new Vanguard Value ETF positions in Q3 2025 and 86 closed out, a net change of +91 holders.
  • The largest Vanguard Value ETF buyer in Q3 2025 was Bank of America, an estimated $1.03B added.
  • The largest Vanguard Value ETF seller in Q3 2025 was Brandes Investment Partners, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2025.