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Vanguard Value ETF

2,401 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: 2,3652,401 (+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
2,401
Holders Change
+36
Holders Change %
+1.52%
% of All Funds
31.61%
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
Corient Private Wealth
101
Corient Private Wealth
Florida
$108M +$10.1M +59,787 +11%
MWA
102
Midland Wealth Advisors
Illinois
$106M +$3.13M +18,525 +3%
Mercer Global Advisors
103
Mercer Global Advisors
Colorado
$105M -$11.4M -67,603 -10%
WANY
104
Wealthspire Advisors (New York)
New York
$103M -$10.9M -64,556 -10%
BFPW
105
BOK Financial Private Wealth
Colorado
$103M +$438K +2,591 +0.4%
SQA
106
Simon Quick Advisors
New Jersey
$103M +$1.71M +10,119 +2%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$102M +$549K +3,252 +0.6%
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$101M -$6.5M -38,454 -6%
BL
109
Balentine LLC
Georgia
$101M -$15.5M -91,699 -14%
EA
110
Efficient Advisors
Ohio
$101M +$4.65M +27,558 +5%
SMDAM
111
Sumitomo Mitsui DS Asset Management
Japan
$99M
CM
112
Cornerstone Management
Georgia
$96.8M +$1.34M +7,927 +1%
BFG
113
Bleakley Financial Group
New Jersey
$96.7M +$3.53M +20,904 +4%
IPW
114
Invictus Private Wealth
Colorado
$94.9M +$3.7M +21,891 +4%
BOH
115
Bank of Hawaii
Hawaii
$94.8M +$2.45M +14,499 +3%
BCI
116
Brinker Capital Investments
Pennsylvania
$93.6M +$4.47M +26,482 +5%
FSWA
117
Financial Synergies Wealth Advisors
Texas
$90.4M +$952K +5,636 +1%
RWB
118
RMR Wealth Builders
New Jersey
$89.5M +$4.76M +28,157 +6%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$85.5M +$8.75M +51,790 +12%
TCOT
120
Trust Company of Tennessee
Tennessee
$84.4M -$90K -533 -0.1%
AI
121
Accredited Investors
Minnesota
$83.6M +$4.66M +27,579 +6%
NFG
122
Nadler Financial Group
Illinois
$82.2M +$1.15M +6,800 +1%
CW
123
CreativeOne Wealth
Kansas
$81.7M +$60.8K +360 +0.1%
RZH
124
Relyea Zuckerberg Hanson
Connecticut
$81M +$186K +1,104 +0.2%
PFA
125
Pathway Financial Advisors
Vermont
$75.7M +$15.6M +92,367 +28%

VTV Hedge Fund Activity: Q2 2025 in Review

2,401 of the 7,595 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.

  • 2,401 institutional investors held Vanguard Value ETF (VTV) as of Q2 2025, up from 2,365 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.