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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
BFS
351
Beacon Financial Strategies
North Carolina
$18.5M +$392K +2,322 +2%
VNA
352
Valley National Advisers
Pennsylvania
$18.5M +$1.48M +8,751 +9%
EC
353
EdgeRock Capital
Colorado
$18.5M +$17.6M +104,442 New
TC
354
Tenret Company
Florida
$18.5M -$1.3M -7,706 -7%
AL
355
Aspiriant LLC
California
$18.4M +$2.74M +16,204 +18%
EF
356
Elite Financial
Idaho
$18.3M +$605K +3,579 +4%
MMA
357
Miracle Mile Advisors
California
$18.2M +$951K +5,629 +6%
APC
358
Aspire Private Capital
North Carolina
$18.2M +$471K +2,788 +3%
FMWA
359
Forvis Mazars Wealth Advisors
Missouri
$18.1M -$2.17M -12,848 -11%
MFGP
360
Marshall Financial Group (Pennsylvania)
Pennsylvania
$18.1M -$688K -4,076 -4%
CIAS
361
Capital Investment Advisory Services
North Carolina
$17.9M +$304K +1,798 +2%
SWA
362
Sightline Wealth Advisors
Connecticut
$17.9M +$472K +2,793 +3%
CDWM
363
Campbell Deegan Wealth Management
Virginia
$17.9M +$494K +2,926 +3%
DWM
364
Dakota Wealth Management
Florida
$17.8M -$11M -65,059 -39%
FWP
365
Falcon Wealth Planning
California
$17.8M -$401K -2,372 -2%
AWS
366
Aspen Wealth Strategies
Colorado
$17.7M +$232K +1,371 +1%
MPCG
367
Matrix Private Capital Group
New York
$17.7M -$108K -640 -0.6%
BIA
368
Bell Investment Advisors
California
$17.7M +$566K +3,351 +3%
BC
369
Broadwater Capital
Massachusetts
$17.7M +$2.97M +17,574 +17,574%
BWP
370
BlueStem Wealth Partners
Minnesota
$17.6M +$3.25M +19,219 +24%
NB
371
NBT Bank
New York
$17.5M +$294K +1,740 +2%
RFG
372
REAP Financial Group
Texas
$17.5M +$3.27M +19,351 +24%
VU
373
Valence8 US
Massachusetts
$17.4M -$2.59M -15,358 -13%
CA
374
Cresta Advisors
Texas
$17.3M +$734K +4,348 +5%
CTWM
375
Cherry Tree Wealth Management
Minnesota
$17.2M -$233K -1,378 -1%

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.