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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
CIA
176
Concurrent Investment Advisors
Florida
$50.1M +$5.82M +34,454 +14%
4WM
177
49 Wealth Management
Texas
$49.7M +$7.08M +41,916 +18%
CWM
178
Congress Wealth Management
Massachusetts
$48.5M +$10.9M +64,571 +31%
BCIM
179
Bishop & Co Investment Management
Pennsylvania
$48.3M -$733K -4,339 -2%
AWM
180
Angeles Wealth Management
California
$47.4M +$14.4M +85,135 +47%
OFG
181
Oxford Financial Group
Indiana
$47.3M -$587K -3,478 -1%
DC
182
Davenport & Co
Virginia
$46.9M +$2.5M +14,776 +6%
ACA
183
Affinity Capital Advisors
California
$46.7M +$961K +5,690 +2%
BSSFA
184
Baron Silver Stevens Financial Advisors
Florida
$46.4M -$1.2M -7,128 -3%
NW
185
NewEdge Wealth
Pennsylvania
$46.1M -$2.48M -14,710 -5%
CA
186
Crane Advisory
California
$45.3M -$612K -3,624 -1%
Financial Engines Advisors
187
Financial Engines Advisors
California
$45.2M +$11.9M +70,724 +38%
CCM
188
Chaney Capital Management
Washington
$45.1M +$850K +5,032 +2%
WIM
189
Warwick Investment Management
Texas
$44.8M +$562K +3,327 +1%
WA
190
Waverly Advisors
Alabama
$44.8M -$171K -1,013 -0.4%
OC
191
Oarsman Capital
Wisconsin
$44.8M +$2.6M +15,369 +6%
ME
192
McIlrath & Eck
Washington
$44.7M +$2.76M +16,336 +7%
MA
193
MCF Advisors
Kentucky
$44.2M +$35.9M +212,256 +577%
BWFA
194
Baltimore-Washington Financial Advisors
Maryland
$43.8M -$1.62M -9,613 -4%
Franklin Resources
195
Franklin Resources
California
$43.4M -$26.5K -157 -0.1%
CAM
196
Cresset Asset Management
Illinois
$42.9M -$7.44M -44,070 -15%
MCM
197
MAI Capital Management
Ohio
$42.4M -$7.92M -46,913 -16%
LSPW
198
Lake Street Private Wealth
Illinois
$42.1M +$2.05M +12,134 +5%
SIA
199
Strategic Investment Advisors
Michigan
$41.9M +$147K +869 +0.4%
T
200
TrueFG
Texas
$41.8M +$949K +5,616 +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.