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Vanguard Value ETF

2,656 hedge funds and large institutions have $122B invested in Vanguard Value ETF in 2025 Q4 according to their latest regulatory filings, with 345 funds opening new positions, 1,171 increasing their positions, 766 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

321% more first-time investments, than exits

New positions opened: 345 | Existing positions closed: 82

144% more call options, than puts

Call options by funds: $33.3M | Put options by funds: $13.7M

53% more repeat investments, than reductions

Existing positions increased: 1,171 | Existing positions reduced: 766

18% more capital invested

Capital invested by funds: $104B → $122B (+$18.5B)

15% more funds holding in top 10

Funds holding in top 10: 373430 (+57)

9% more funds holding

Funds holding: 2,4442,656 (+212)

2.26% more ownership

Funds ownership: 70.26%72.52% (+2.3%)

Holders
2,656
Holders Change
+212
Holders Change %
+8.67%
% of All Funds
32.32%
Holding in Top 10
430
Holding in Top 10 Change
+57
Holding in Top 10 Change %
+15.28%
% of All Funds
5.23%
New
345
Increased
1,171
Reduced
766
Closed
82
Calls
$33.3M
Puts
$13.7M
Net Calls
+$19.7M
Net Calls Change
-$2.22M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
1051
LRI Investments
Florida
$2.74M -$32.5K -173 -1%
SGWM
1052
Sterling Group Wealth Management
California
$2.73M -$940 -5 -0%
SW
1053
SlateStone Wealth
Florida
$2.72M -$98.8K -525 -4%
MCA
1054
Midwest Capital Advisors
Michigan
$2.72M +$1.32K +7 +0%
LWM
1055
Liberty Wealth Management
California
$2.71M -$128K -678 -5%
MWM
1056
McCartney Wealth Management
Missouri
$2.71M +$2.67M +14,182 New
KF
1057
K2 Financial
California
$2.71M +$5.46K +29 +0.2%
STCOSD
1058
Sageworth Trust Company of South Dakota
South Dakota
$2.67M
FWM
1059
Forza Wealth Management
Florida
$2.67M +$3.76K +20 +0.1%
BBFA
1060
Brindle & Bay Financial Advisors
Texas
$2.67M +$2.63M +13,996 New
GPCM
1061
Guardsman Private Capital Management
Florida
$2.67M +$2.63M +13,989 New
XPN
1062
XY Planning Network
Montana
$2.67M +$1.53M +8,135 +139%
MWM
1063
MOR Wealth Management
Pennsylvania
$2.67M +$2.63M +13,973 New
EA
1064
Everpar Advisors
Oklahoma
$2.66M +$1.91M +10,136 +267%
AL
1065
ADE LLC
Maryland
$2.65M -$28K -149 -1%
HAM
1066
Harmony Asset Management
Arizona
$2.64M +$669K +3,559 +35%
SFP
1067
Shepherd Financial Partners
Massachusetts
$2.64M +$2.44K +13 +0.1%
GTWM
1068
Global Trust Wealth Management
Florida
$2.64M +$2.6M +13,798 New
FLPIM
1069
F.L. Putnam Investment Management
Massachusetts
$2.61M -$9.03K -48 -0.3%
RIM
1070
Rockbridge Investment Management
New York
$2.61M -$199K -1,059 -7%
KA
1071
Klingman & Associates
New York
$2.6M +$1.42M +7,545 +125%
JIP
1072
Jaffetilchin Investment Partners
Florida
$2.59M +$139K +737 +6%
CPWM
1073
Cypress Point Wealth Management
Texas
$2.59M -$43.1K -229 -2%
AWA
1074
Alta Wealth Advisors
Massachusetts
$2.58M +$131K +696 +5%
SFAM
1075
Sawyer Falduto Asset Management
Illinois
$2.57M +$2.53M +13,450 New