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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
BW
151
BIP Wealth
Georgia
$61.1M +$1.13M +6,694 +2%
GG
152
Gleason Group
Kentucky
$60.5M +$17.5M +103,848 +44%
SPIA
153
Steward Partners Investment Advisory
New York
$60.2M -$6.56M -38,818 -10%
ET
154
Equitable Trust
Tennessee
$59M -$8.31M -49,189 -13%
BlackRock
155
BlackRock
New York
$57.7M -$28.3M -167,663 -34%
EWA
156
EverSource Wealth Advisors
Alabama
$57.6M +$2.32M +13,736 +4%
Bessemer Group
157
Bessemer Group
New Jersey
$57.5M +$4.05M +23,966 +8%
Koshinski Asset Management
158
Koshinski Asset Management
Illinois
$56.5M +$399K +2,361 +0.7%
TWP
159
Total Wealth Planning
Ohio
$56M +$2.12M +12,542 +4%
TC
160
Trust Company
Kansas
$55.4M -$5.26M -31,149 -9%
CLGM
161
Capitolis Liquid Global Markets
New York
$54.8M +$52.4M +310,100 New
HCC
162
Hirtle Callaghan & Co
Pennsylvania
$54.8M -$939K -5,560 -2%
GFWA
163
Grey Fox Wealth Advisors
Delaware
$54.6M +$1.93M +11,442 +4%
ACM
164
Advisors Capital Management
New Jersey
$54.6M +$7.12M +42,133 +16%
BEC
165
Blue Edge Capital
Virginia
$54.3M -$382K -2,262 -0.7%
HWAM
166
Hennion & Walsh Asset Management
New Jersey
$54.1M +$1.08M +6,385 +2%
SEIA
167
Signature Estate & Investment Advisors
California
$54.1M +$474K +2,808 +0.9%
VA
168
VestGen Advisors
Illinois
$54M +$239K +1,414 +0.5%
OFP
169
OLIO Financial Planning
Virginia
$53.6M +$2.09M +12,360 +4%
Lido Advisors
170
Lido Advisors
California
$53.4M +$15.5M +91,894 +44%
M&T Bank
171
M&T Bank
New York
$53.3M +$731K +4,326 +1%
PIFP
172
Partners in Financial Planning
Virginia
$53.1M -$625K -3,702 -1%
TNBTD
173
Trustmark National Bank Trust Department
Mississippi
$52.9M +$1.39M +8,208 +3%
FVWA
174
Foster Victor Wealth Advisors
South Carolina
$52.6M -$45.3K -268 -0.1%
Fifth Third Bancorp
175
Fifth Third Bancorp
Ohio
$51.3M -$1.18M -7,012 -2%

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.