VTV icon

Vanguard Value ETF
VTV

Overview Fund Activity

2,351 hedge funds and large institutions have $95.1B invested in Vanguard Value ETF in 2025 Q2 according to their latest regulatory filings, with 150 funds opening new positions, 958 increasing their positions, 826 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,351
Holders Change
+21
Holders Change %
+0.9%
% of All Funds
31.51%
Holding in Top 10
381
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.51%
% of All Funds
5.11%
New
150
Increased
958
Reduced
826
Closed
82
Calls
$37.1M
Puts
$10.2M
Net Calls
+$27M
Net Calls Change
+$7.28M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$678M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$178M
3
BIP
Brandes Investment Partners
California
+$150M
4
SCB
Saudi Central Bank
Saudi Arabia
+$134M
5
Citigroup
Citigroup
New York
+$130M

Top Sellers

1
WA
Waterford Advisors
New York
-$946M
2
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$838M
3
Jones Financial Companies
Jones Financial Companies
Missouri
-$318M
4
Charles Schwab
Charles Schwab
California
-$278M
5
PCIG
Partners Capital Investment Group
Massachusetts
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
2001
Morton Capital Management
California
$254K -$9.19K -52 -3%
HWMO
2002
Heritage Wealth Management (Ohio)
Ohio
$253K -$15K -85 -6%
RIP
2003
RAM Investment Partners
Washington
$253K +$530 +3 +0.2%
NWA
2004
Navis Wealth Advisors
New York
$253K -$12.4K -70 -5%
WAM
2005
Worth Asset Management
Texas
$252K +$9.19K +52 +4%
FFA
2006
Fi3 Financial Advisors
Indiana
$252K -$21.7K -122 -8%
BAWC
2007
Boyce & Associates Wealth Consulting
Texas
$252K – – –
ACP
2008
Aviance Capital Partners
Florida
$251K – – –
WA
2009
Wealthstar Advisors
Texas
$251K – – –
NAMM
2010
NorthStar Asset Management (Massachusetts)
Massachusetts
$251K +$251K +1,420 New
CFSG
2011
Community Financial Services Group
Vermont
$250K – – –
MP
2012
McDonald Partners
Ohio
$250K – – –
PNC
2013
Park National Corp
Ohio
$249K +$249K +1,411 New
SCA
2014
Sage Capital Advisors
South Dakota
$249K – – –
OAS
2015
Optivise Advisory Services
Tennessee
$249K +$38.9K +220 +19%
BP
2016
BWM Planning
Texas
$248K – – –
CFG
2017
Cooper Financial Group
California
$248K -$93.9K -531 -27%
SF
2018
Slagle Financial
Illinois
$248K -$115K -653 -32%
SAS
2019
SMI Advisory Services
Indiana
$247K +$247K +1,398 New
MPWT
2020
MassMutual Private Wealth & Trust
Connecticut
$247K +$104K +588 +73%
CWA
2021
Clarity Wealth Advisors
California
$245K -$1.94K -11 -0.8%
EWM
2022
Evolution Wealth Management
Florida
$245K +$245K +1,386 New
IA
2023
IFG Advisors
Missouri
$245K +$245K +1,386 New
CW
2024
Channel Wealth
California
$245K -$353 -2 -0.1%
PWG
2025
Portside Wealth Group
Utah
$244K -$20.9K -118 -8%
79 80
81
82 83