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Vanguard Value ETF

2,425 hedge funds and large institutions have $103B invested in Vanguard Value ETF in 2025 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,078 increasing their positions, 807 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,425
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
370
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$28.9M
Puts
$7.05M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCWM
2001
Willow Creek Wealth Management
California
$281K
SIA
2002
Stegner Investment Associates
Kentucky
$281K
HTHT
2003
Hemenway Trust Hemenway Trust
New Hampshire
$280K
GF
2004
Gimbal Financial
Indiana
$280K
LIA
2005
Lynx Investment Advisory
District of Columbia
$280K
O3W
2006
Omni 360 Wealth
New Jersey
$279K
WG
2007
Welch Group
Alabama
$279K
TPW
2008
Tiller Private Wealth
Pennsylvania
$279K
SNB
2009
Security National Bank
Nebraska
$279K
BHPW
2010
Beverly Hills Private Wealth
California
$278K
CA
2011
Claro Advisors
Massachusetts
$277K
SCA
2012
Stuart Chaussee & Associates
California
$277K
SCA
2013
Stonebridge Capital Advisors
Minnesota
$276K
FIB
2014
First Interstate Bank
Montana
$275K
CIA
2015
Cascade Investment Advisors
Oregon
$275K
TD Asset Management
2016
TD Asset Management
Ontario, Canada
$273K
AFAS
2017
Acorn Financial Advisory Services
Virginia
$273K
FF
2018
Farnam Financial
Arizona
$272K
AA
2019
Apriem Advisors
California
$272K
LSA
2020
L & S Advisors
California
$270K
PWMG
2021
Private Wealth Management Group
New Jersey
$270K
KWM
2022
KW Wealth Management
California
$270K
EB
2023
Eastern Bank
Massachusetts
$270K
LF
2024
Lantz Financial
Illinois
$270K
PPWM
2025
Perissos Private Wealth Management
Oklahoma
$270K