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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
KP
1001
Keel Point
Alabama
$2.33M +$48.5K +278 +2%
NAS
1002
NWF Advisory Services
California
$2.33M -$82.3K -472 -3%
ACM
1003
AUA Capital Management
Pennsylvania
$2.33M -$48.7K -279 -2%
TFCP
1004
Twin Focus Capital Partners
Massachusetts
$2.32M +$20.9K +120 +0.9%
WFA
1005
Wells Financial Advisors
Massachusetts
$2.32M +$147K +845 +7%
JIP
1006
Jaffetilchin Investment Partners
Florida
$2.3M +$492K +2,824 +27%
LFG
1007
Larson Financial Group
Missouri
$2.3M +$229K +1,314 +11%
BOJHT
1008
Bank of Jackson Hole Trust
Wyoming
$2.3M +$333K +1,907 +17%
ABWM
1009
Alpine Bank Wealth Management
Colorado
$2.28M +$2.31M +13,220 New
CWA
1010
Canvas Wealth Advisors
Kansas
$2.26M +$502K +2,879 +26%
WB
1011
West Bancorporation
Iowa
$2.25M -$78K -447 -3%
TFG
1012
Taylor Financial Group
Virginia
$2.23M +$107K +614 +5%
NWWA
1013
New Wave Wealth Advisors
Arkansas
$2.23M +$845K +4,843 +60%
CMAI
1014
Capital Management Associates Inc
Minnesota
$2.23M +$1.17M +6,713 +109%
CP
1015
Camelot Portfolios
Ohio
$2.23M +$385K +2,208 +21%
CWMGP
1016
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$2.22M -$2.44K -14 -0.1%
SWA
1017
SOA Wealth Advisors
New York
$2.22M -$3.84K -22 -0.2%
KWS
1018
Keystone Wealth Services
California
$2.21M +$898K +5,149 +67%
WCM
1019
WealthTrak Capital Management
Virginia
$2.21M -$82.3K -472 -4%
ATS
1020
Ashton Thomas Securities
New York
$2.21M +$13.3K +76 +0.6%
PD
1021
Planning Directions
Pennsylvania
$2.2M +$463K +2,653 +26%
GI
1022
GAMMA Investing
California
$2.2M +$297K +1,701 +15%
AB
1023
Atlas Brown
Kentucky
$2.19M -$9.07K -52 -0.4%
BS
1024
Banco Santander
Spain
$2.19M +$1.06M +6,050 +92%
AWP
1025
Astra Wealth Partners
New Jersey
$2.18M +$57K +327 +3%
39 40
41
42 43

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.