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Vanguard Value ETF

2,447 hedge funds and large institutions have $104B invested in Vanguard Value ETF in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,087 increasing their positions, 814 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $6.71M

106% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 86

34% more repeat investments, than reductions

Existing positions increased: 1,087 | Existing positions reduced: 814

8% more capital invested

Capital invested by funds: $95.9B → $104B (+$7.63B)

2% more funds holding

Funds holding: 2,4012,447 (+46)

0.44% more ownership

Funds ownership: 69.84%70.27% (+0.44%)

5% less funds holding in top 10

Funds holding in top 10: 392374 (-18)

Holders
2,447
Holders Change
+46
Holders Change %
+1.92%
% of All Funds
32.11%
Holding in Top 10
374
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.59%
% of All Funds
4.91%
New
177
Increased
1,087
Reduced
814
Closed
86
Calls
$28.9M
Puts
$6.71M
Net Calls
+$22.2M
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
1001
Forza Wealth Management
Florida
$2.61M
TW
1002
TritonPoint Wealth
Maryland
$2.58M -$54.1K -299 -2%
TL
1003
Tradewinds LLC
North Carolina
$2.58M +$2.5M +13,818 New
SFP
1004
Shepherd Financial Partners
Massachusetts
$2.57M +$1.27K +7 +0.1%
CPWM
1005
Cypress Point Wealth Management
Texas
$2.57M +$818K +4,516 +49%
TFS
1006
Thoroughbred Financial Services
Tennessee
$2.57M -$111K -613 -4%
FLPIM
1007
F.L. Putnam Investment Management
Massachusetts
$2.56M -$19.2K -106 -0.8%
HWMG
1008
Hurlow Wealth Management Group
Indiana
$2.56M -$213K -1,178 -8%
ACM
1009
Absolute Capital Management
Pennsylvania
$2.55M +$886K +4,893 +56%
KF
1010
K2 Financial
California
$2.55M +$57.2K +316 +2%
ADL
1011
Asset Dedication LLC
California
$2.55M -$91.4K -505 -4%
TWM
1012
Topsail Wealth Management
North Carolina
$2.53M +$134K +738 +6%
FB
1013
First Bancorp
Maine
$2.49M +$424K +2,340 +21%
TLFA
1014
True Link Financial Advisors
California
$2.49M +$85.5K +472 +4%
AB
1015
Atlas Brown
Kentucky
$2.48M +$175K +967 +8%
MWA
1016
Medallion Wealth Advisors
Connecticut
$2.48M -$20.6K -114 -0.9%
SWRP
1017
Summit Wealth & Retirement Planning
California
$2.47M +$149K +825 +7%
PL
1018
Plancorp LLC
Missouri
$2.47M -$433K -2,394 -15%
ABWM
1019
Alpine Bank Wealth Management
Colorado
$2.47M
WB
1020
Webster Bank
Connecticut
$2.46M -$107K -591 -4%
SW
1021
Simplicity Wealth
New Jersey
$2.45M +$1.01M +5,587 +74%
EP
1022
Ehrenkranz Partners
New York
$2.43M +$2.35M +12,989 New
FA
1023
Fermata Advisors
California
$2.43M -$314K -1,734 -12%
CPC
1024
Cookson Peirce & Co
Pennsylvania
$2.43M +$27.3K +151 +1%
AR
1025
Apeiron RIA
Texas
$2.43M -$264K -1,458 -10%

VTV Hedge Fund Activity: Q3 2025 in Review

2,447 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q3 2025, worth a combined $104B — up 8% from $95.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new VTV positions and 86 closed out — a net gain of 91 holders — while 1,087 added to existing stakes and 814 trimmed.

The largest buyer was Bank of America, adding an estimated $1.03B. The largest seller was Brandes Investment Partners, cutting an estimated $153M.

  • 2,447 institutional investors held Vanguard Value ETF (VTV) as of Q3 2025, up from 2,401 in Q2 2025.
  • Funds reported $104B of Vanguard Value ETF stock for Q3 2025, up 8% quarter-over-quarter.
  • 177 funds opened new Vanguard Value ETF positions in Q3 2025 and 86 closed out, a net change of +91 holders.
  • The largest Vanguard Value ETF buyer in Q3 2025 was Bank of America, an estimated $1.03B added.
  • The largest Vanguard Value ETF seller in Q3 2025 was Brandes Investment Partners, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2025.