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Vanguard Value ETF

2,402 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: 2,3662,402 (+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
2,402
Holders Change
+36
Holders Change %
+1.52%
% of All Funds
31.62%
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
KJWM
751
Kiley Juergens Wealth Management
Washington
$4.83M +$169 +1 +0%
AIM
752
AMI Investment Management
Indiana
$4.79M +$338K +2,003 +8%
RTL
753
Red Tortoise LLC
Georgia
$4.78M -$874K -5,177 -16%
SAM
754
Smartleaf Asset Management
Massachusetts
$4.77M +$852K +5,045 +23%
PFS
755
Prospect Financial Services
New York
$4.76M -$176K -1,044 -4%
HSA
756
HBK Sorce Advisory
Pennsylvania
$4.76M +$3.42M +20,269 +304%
MA
757
Montag & Associates
Georgia
$4.75M -$298K -1,764 -6%
FWP
758
Family Wealth Partners
North Carolina
$4.67M -$363K -2,147 -8%
JIC
759
Joel Isaacson & Co
New York
$4.67M +$1.22M +7,230 +38%
LIA
760
LifePlan Investment Advisors
North Carolina
$4.65M +$766K +4,535 +21%
LFAS
761
Level Four Advisory Services
Texas
$4.63M +$2.01M +11,926 +83%
CIA
762
Compass Ion Advisors
Pennsylvania
$4.61M -$127K -754 -3%
WAG
763
Winthrop Advisory Group
Massachusetts
$4.59M +$2.95M +17,470 +210%
PWAM
764
Private Wealth Asset Management
Iowa
$4.58M -$190K -1,124 -4%
VCM
765
Vivaldi Capital Management
Illinois
$4.57M +$557K +3,298 +15%
MCC
766
Money Concepts Capital
Florida
$4.57M +$1.78M +10,546 +69%
AWA
767
Arete Wealth Advisors
Illinois
$4.56M +$973K +5,759 +29%
ONB
768
Old National Bancorp
Indiana
$4.56M +$650K +3,847 +18%
D
769
Dentgroup
Louisiana
$4.56M -$77.9K -461 -2%
PRP
770
Peak Retirement Planning
Ohio
$4.56M +$885K +5,242 +25%
WMR
771
Wealth Management Resources
Rhode Island
$4.56M +$241K +1,424 +6%
CA
772
Continuum Advisory
Idaho
$4.56M +$338K +2,000 +8%
WPA
773
Wealth Preservation Advisors
Tennessee
$4.54M +$64.7K +383 +2%
RCAG
774
Rehmann Capital Advisory Group
Michigan
$4.54M +$676 +4 +0%
CPW
775
Catalyst Private Wealth
California
$4.52M -$736K -4,355 -15%

VTV Hedge Fund Activity: Q2 2025 in Review

2,402 of the 7,596 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.

  • 2,402 institutional investors held Vanguard Value ETF (VTV) as of Q2 2025, up from 2,366 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.