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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
BHWM
401
Bay Harbor Wealth Management
Maryland
$15.1M -$76.9K -455 -0.5%
SFA
402
Souders Financial Advisors
Ohio
$14.8M +$1.56M +9,211 +12%
WIC
403
Whitegate Investment Counselors
New Hampshire
$14.8M +$517K +3,061 +4%
TIM
404
Tortoise Investment Management
New York
$14.7M +$587K +3,477 +4%
BCG
405
Breakwater Capital Group
New Jersey
$14.7M +$219K +1,294 +2%
FNBOO
406
First National Bank of Omaha
Nebraska
$14.6M -$148K -877 -1%
LFS
407
Lutz Financial Services
Nebraska
$14.5M +$4.35M +25,769 +46%
RI
408
Rinkey Investments
California
$14.5M -$1.44M -8,527 -9%
EIP
409
Ellis Investment Partners
Pennsylvania
$14.5M -$524K -3,103 -4%
OPPS
410
Obsidian Personal Planning Solutions
Maryland
$14.4M +$210K +1,243 +2%
SCM
411
Steele Capital Management
Iowa
$14.4M +$877K +5,192 +7%
EFS
412
Essex Financial Services
Connecticut
$14.4M +$30.4K +180 +0.2%
AWA
413
Arkadios Wealth Advisors
Georgia
$14.4M -$1.77M -10,490 -11%
CA
414
Cambridge Associates
Massachusetts
$14.3M
Qube Research & Technologies (QRT)
415
Qube Research & Technologies (QRT)
United Kingdom
$14.2M +$5.13M +30,366 +60%
UB
416
UMB Bank
Missouri
$14.2M -$50.3K -298 -0.4%
GWM
417
Geneos Wealth Management
Colorado
$14.2M -$21.1M -124,645 -61%
PSA
418
Plum Street Advisors
Louisiana
$14.2M -$56.9K -337 -0.4%
FFA
419
Farther Finance Advisors
California
$14.2M +$375K +2,218 +3%
SFB
420
STAR Financial Bank
Indiana
$14M +$1.24M +7,332 +10%
TA
421
TKG Advisors
Indiana
$14M +$116K +684 +0.9%
PIAS
422
PCA Investment Advisory Services
Ohio
$14M +$1.99M +11,760 +18%
BFG
423
Berger Financial Group
Minnesota
$14M +$3.72K +22 +0%
HI
424
Harbour Investments
Wisconsin
$13.9M +$604K +3,578 +5%
OC
425
Oppenheimer & Co
New York
$13.9M +$1.96M +11,593 +17%

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.