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Vanguard Morningstar Value ETF
VTV

2,366 hedge funds and large institutions have $93.2B invested in Vanguard Morningstar Value ETF in 2025 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 1,115 increasing their positions, 775 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more call options, than puts

Call options by funds: $30.8M | Put options by funds: $11.1M

50% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 102

44% more repeat investments, than reductions

Existing positions increased: 1,115 | Existing positions reduced: 775

1% more funds holding in top 10

Funds holding in top 10: 400 → 405 (+5)

0% more funds holding

Funds holding: 2,363 → 2,366 (+3)

0.01% less ownership

Funds ownership: 69.71% → 69.71% (-0.01%)

32% less capital invested

Capital invested by funds: $138B → $93.2B (-$44.5B)

Holders
2,366
Holders Change
+3
Holders Change %
+0.13%
% of All Funds
31.72%
Holding in Top 10
405
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+1.25%
% of All Funds
5.43%
New
153
Increased
1,115
Reduced
775
Closed
102
Calls
$30.8M
Puts
$11.1M
Net Calls
+$19.7M
Net Calls Change
-$55.2M

Top Buyers

Rank Fund Capital Flow
1
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$846M
2
Bank of America
Bank of America
North Carolina
+$705M
3
Morgan Stanley
Morgan Stanley
New York
+$217M
4
BB
Bell Bank
North Dakota
+$215M
5
PCIG
Partners Capital Investment Group
Massachusetts
+$149M

Top Sellers

Rank Fund Capital Flow
1
PLFA
Pacific Life Fund Advisors
California
-$292M
2
BlackRock
BlackRock
New York
-$218M
3
SCB
Saudi Central Bank
Saudi Arabia
-$135M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$129M
5
RWP
RWA Wealth Partners
Massachusetts
-$92.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
976
Shepherd Financial Partners
Massachusetts
$2.46M -$47.4K -272 -2%
PGFC
977
Peapack-Gladstone Financial Corp
New Jersey
$2.46M -$201K -1,150 -7%
WB
978
Webster Bank
Connecticut
$2.45M -$22K -126 -0.9%
JCM
979
Jacobi Capital Management
Pennsylvania
$2.45M +$1.4K +8 +0.1%
NFP
980
Narus Financial Partners
Utah
$2.45M +$51.8K +297 +2%
HIIFS
981
Harel Insurance Investments & Financial Services
Israel
$2.43M +$2.45M +14,045 New
KFP
982
KMG Fiduciary Partners
Ohio
$2.42M +$223K +1,278 +10%
SMC
983
Smith, Moore & Co
Missouri
$2.42M -$44.5K -255 -2%
PFPT
984
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.41M +$51.3K +294 +2%
AL
985
ACAS LLC
California
$2.41M -$183K -1,047 -7%
TA
986
TFB Advisors
Kansas
$2.41M -$49K -281 -2%
PI
987
PFG Investments
New York
$2.41M +$186K +1,065 +8%
CCA
988
Cypress Capital Advisors
Tennessee
$2.4M +$424K +2,431 +21%
CAG
989
Crestwood Advisors Group
Massachusetts
$2.39M -$3.66K -21 -0.2%
KeyBank National Association
990
KeyBank National Association
Ohio
$2.39M -$125K -716 -5%
PWG
991
Private Wealth Group
Florida
$2.39M -$131K -752 -5%
NSG
992
Nalls Sherbakoff Group
Tennessee
$2.39M +$2.41M +13,809 New
FLPIM
993
F.L. Putnam Investment Management
Massachusetts
$2.37M +$675K +3,873 +39%
TW
994
TritonPoint Wealth
Maryland
$2.36M +$138K +792 +6%
MWM
995
Maridea Wealth Management
New York
$2.36M -$2.09M -11,981 -47%
TLFA
996
True Link Financial Advisors
California
$2.34M +$2.14M +12,258 +937%
CPC
997
Cookson Peirce & Co
Pennsylvania
$2.34M +$65.2K +374 +3%
PA
998
Probity Advisors
Texas
$2.34M +$24.1K +138 +1%
AWA
999
Amplius Wealth Advisors
Pennsylvania
$2.34M +$235K +1,345 +11%
FWM
1000
FFT Wealth Management
Pennsylvania
$2.33M +$209K +1,199 +10%
38 39
40
41 42

VTV Hedge Fund Activity: Q1 2025 in Review

2,366 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q1 2025, worth a combined $93.2B — down 32% from $138B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new VTV positions and 102 closed out — a net gain of 51 holders — while 1,115 added to existing stakes and 775 trimmed.

The largest buyer was Caisse de Depot et Placement du Quebec (CDPQ), opening a new position worth an estimated $846M. The largest seller was Pacific Life Fund Advisors, exiting entirely with an estimated $292M sold.

  • 2,366 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q1 2025, up from 2,363 in Q4 2024.
  • Funds reported $93.2B of Vanguard Morningstar Value ETF stock for Q1 2025, down 32% quarter-over-quarter.
  • 153 funds opened new Vanguard Morningstar Value ETF positions in Q1 2025 and 102 closed out, a net change of +51 holders.
  • The largest Vanguard Morningstar Value ETF buyer in Q1 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $846M added.
  • The largest Vanguard Morningstar Value ETF seller in Q1 2025 was Pacific Life Fund Advisors, an estimated $292M sold.

Based on aggregated 13F filings for Q1 2025.