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Vanguard Value ETF

2,447 hedge funds and large institutions have $104B invested in Vanguard Value ETF in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,087 increasing their positions, 814 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

331% more call options, than puts

Call options by funds: $28.9M | Put options by funds: $6.71M

106% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 86

34% more repeat investments, than reductions

Existing positions increased: 1,087 | Existing positions reduced: 814

8% more capital invested

Capital invested by funds: $95.9B → $104B (+$7.63B)

2% more funds holding

Funds holding: 2,4012,447 (+46)

0.44% more ownership

Funds ownership: 69.84%70.27% (+0.44%)

5% less funds holding in top 10

Funds holding in top 10: 392374 (-18)

Holders
2,447
Holders Change
+46
Holders Change %
+1.92%
% of All Funds
32.11%
Holding in Top 10
374
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-4.59%
% of All Funds
4.91%
New
177
Increased
1,087
Reduced
814
Closed
86
Calls
$28.9M
Puts
$6.71M
Net Calls
+$22.2M
Net Calls Change
-$4.74M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
2001
Sterling Investment Counsel
New York
$293K +$284K +1,571 New
LMKC
2002
L.M. Kohn & Company
Ohio
$293K -$182K -1,003 -39%
HWP
2003
Highline Wealth Partners
California
$292K
AW
2004
Atlas Wealth
Ohio
$292K -$99.2K -548 -26%
SWP
2005
Semus Wealth Partners
Florida
$292K -$8.15K -45 -3%
SFI
2006
SPC Financial Inc
Maryland
$292K -$181 -1 -0.1%
SYBT
2007
Stock Yards Bank & Trust
Kentucky
$291K +$181 +1 +0.1%
NI
2008
NDVR Inc
Massachusetts
$290K +$282K +1,557 New
TFP
2009
Traction Financial Partners
Wyoming
$289K
PBO
2010
Peoples Bank (Ohio)
Ohio
$289K -$1.63K -9 -0.6%
UIM
2011
Unified Investment Management
Georgia
$288K
S
2012
Sunpointe
Missouri
$287K
AAS
2013
Annex Advisory Services
Wisconsin
$287K +$8.51K +47 +3%
SWM
2014
Stockman Wealth Management
Montana
$286K +$278K +1,533 New
CFGF
2015
Compass Financial Group (Florida)
Florida
$285K +$277K +1,529 New
FFP
2016
FourThought Financial Partners
Florida
$284K -$21.4K -118 -7%
RF
2017
RHS Financial
California
$284K -$38.9K -215 -12%
RT
2018
Rockland Trust
Massachusetts
$283K +$275K +1,519 New
PAG
2019
Private Advisory Group
Washington
$283K
QPWM
2020
Quadrant Private Wealth Management
Pennsylvania
$282K -$124K -685 -31%
WCWM
2021
Willow Creek Wealth Management
California
$281K +$273K +1,509 New
SIA
2022
Stegner Investment Associates
Kentucky
$281K
GF
2023
Gimbal Financial
Indiana
$280K
HTHT
2024
Hemenway Trust Hemenway Trust
New Hampshire
$280K
LIA
2025
Lynx Investment Advisory
District of Columbia
$280K +$362 +2 +0.1%

VTV Hedge Fund Activity: Q3 2025 in Review

2,447 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q3 2025, worth a combined $104B — up 8% from $95.9B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new VTV positions and 86 closed out — a net gain of 91 holders — while 1,087 added to existing stakes and 814 trimmed.

The largest buyer was Bank of America, adding an estimated $1.03B. The largest seller was Brandes Investment Partners, cutting an estimated $153M.

  • 2,447 institutional investors held Vanguard Value ETF (VTV) as of Q3 2025, up from 2,401 in Q2 2025.
  • Funds reported $104B of Vanguard Value ETF stock for Q3 2025, up 8% quarter-over-quarter.
  • 177 funds opened new Vanguard Value ETF positions in Q3 2025 and 86 closed out, a net change of +91 holders.
  • The largest Vanguard Value ETF buyer in Q3 2025 was Bank of America, an estimated $1.03B added.
  • The largest Vanguard Value ETF seller in Q3 2025 was Brandes Investment Partners, an estimated $153M sold.

Based on aggregated 13F filings for Q3 2025.