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Vanguard Value ETF

2,412 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, 1,069 increasing their positions, 805 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,412
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
366
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
SCA
2001
Stuart Chaussee & Associates
California
$277K
SCA
2002
Stonebridge Capital Advisors
Minnesota
$276K
FIB
2003
First Interstate Bank
Montana
$275K
CIA
2004
Cascade Investment Advisors
Oregon
$275K
TD Asset Management
2005
TD Asset Management
Ontario, Canada
$273K
AFAS
2006
Acorn Financial Advisory Services
Virginia
$273K
FF
2007
Farnam Financial
Arizona
$272K
AA
2008
Apriem Advisors
California
$272K
LSA
2009
L & S Advisors
California
$270K
PWMG
2010
Private Wealth Management Group
New Jersey
$270K
KWM
2011
KW Wealth Management
California
$270K
EB
2012
Eastern Bank
Massachusetts
$270K
LF
2013
Lantz Financial
Illinois
$270K
PPWM
2014
Perissos Private Wealth Management
Oklahoma
$270K
PWP
2015
Pursue Wealth Partners
California
$270K
BFWA
2016
Benchmark Financial Wealth Advisors
Florida
$269K
CGFA
2017
Colton Groome Financial Advisors
North Carolina
$269K
UB
2018
Umpqua Bank
Oregon
$269K
NCM
2019
Novare Capital Management
North Carolina
$269K
MCM
2020
Morton Capital Management
California
$268K
RIP
2021
RAM Investment Partners
Washington
$268K
NWA
2022
Navis Wealth Advisors
New York
$268K
SIMG
2023
Sonora Investment Management Group
Arizona
$267K
ACP
2024
Aviance Capital Partners
Florida
$265K
WA
2025
Wealthstar Advisors
Texas
$265K