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Vanguard Value ETF

2,393 hedge funds and large institutions have $102B invested in Vanguard Value ETF in 2025 Q3 according to their latest regulatory filings, with 175 funds opening new positions, 1,061 increasing their positions, 801 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,393
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
360
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.9M
Puts
$6.15M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UB
2001
Umpqua Bank
Oregon
$269K
NCM
2002
Novare Capital Management
North Carolina
$269K
MCM
2003
Morton Capital Management
California
$268K
RIP
2004
RAM Investment Partners
Washington
$268K
NWA
2005
Navis Wealth Advisors
New York
$268K
SIMG
2006
Sonora Investment Management Group
Arizona
$267K
ACP
2007
Aviance Capital Partners
Florida
$265K
WA
2008
Wealthstar Advisors
Texas
$265K
FF
2009
Financial Futures
New Jersey
$265K
CFSG
2010
Community Financial Services Group
Vermont
$264K
SCA
2011
Sage Capital Advisors
South Dakota
$264K
HWMO
2012
Heritage Wealth Management (Ohio)
Ohio
$264K
BAWC
2013
Boyce & Associates Wealth Consulting
Texas
$262K
SAS
2014
SMI Advisory Services
Indiana
$262K
SF
2015
Slagle Financial
Illinois
$262K
OWM
2016
OneAscent Wealth Management
Alabama
$262K
IAP
2017
Indie Asset Partners
Indiana
$262K
SSWM
2018
Smith Salley Wealth Management
North Carolina
$260K
BCM
2019
Bayesian Capital Management
New York
$259K
EWM
2020
Evolution Wealth Management
Florida
$259K
WAM
2021
Worth Asset Management
Texas
$258K
CW
2022
Channel Wealth
California
$258K
GA
2023
Greenspring Advisors
Maryland
$258K
JFG
2024
JDM Financial Group
Texas
$258K
PWG
2025
Portside Wealth Group
Utah
$258K