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Vanguard Value ETF

2,401 hedge funds and large institutions have $95.9B invested in Vanguard Value ETF in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 984 increasing their positions, 838 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

265% more call options, than puts

Call options by funds: $37.1M | Put options by funds: $10.2M

84% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 83

17% more repeat investments, than reductions

Existing positions increased: 984 | Existing positions reduced: 838

2% more funds holding

Funds holding: 2,3652,401 (+36)

3% more capital invested

Capital invested by funds: $93.2B → $95.9B (+$2.73B)

0.13% more ownership

Funds ownership: 69.71%69.84% (+0.13%)

3% less funds holding in top 10

Funds holding in top 10: 405392 (-13)

Holders
2,401
Holders Change
+36
Holders Change %
+1.52%
% of All Funds
31.61%
Holding in Top 10
392
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-3.21%
% of All Funds
5.16%
New
153
Increased
984
Reduced
838
Closed
83
Calls
$37.1M
Puts
$10.2M
Net Calls
+$27M
Net Calls Change
+$7.28M
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
2026
Lynx Investment Advisory
District of Columbia
$265K +$507 +3 +0.2%
O3W
2027
Omni 360 Wealth
New Jersey
$265K -$14.7K -87 -5%
AAS
2028
Annex Advisory Services
Wisconsin
$264K -$322K -1,908 -56%
BHPW
2029
Beverly Hills Private Wealth
California
$263K +$251K +1,488 New
PWMG
2030
Private Wealth Management Group
New Jersey
$262K
EE
2031
EWG Elevate
California
$261K -$87.2K -516 -26%
FPW
2032
Fairvoy Private Wealth
Alabama
$261K +$37.8K +224 +18%
TC
2033
Truvestments Capital
Florida
$260K
TD Asset Management
2034
TD Asset Management
Ontario, Canada
$259K
AFAS
2035
Acorn Financial Advisory Services
Virginia
$259K -$38.5K -228 -13%
AA
2036
Apriem Advisors
California
$258K
SIC
2037
Sage Investment Counsel
Tennessee
$257K +$1.86K +11 +0.8%
EB
2038
Eastern Bank
Massachusetts
$257K -$204K -1,210 -45%
UB
2039
Umpqua Bank
Oregon
$256K
HCA
2040
Harbour Capital Advisors
Virginia
$256K
LSA
2041
L & S Advisors
California
$256K +$245K +1,450 New
LF
2042
Lantz Financial
Illinois
$256K
PWP
2043
Pursue Wealth Partners
California
$256K +$10.1K +60 +4%
TNA
2044
True North Advisors
Texas
$255K -$33.8K -200 -12%
NCM
2045
Novare Capital Management
North Carolina
$255K
TCM
2046
Telos Capital Management
California
$254K +$46.5K +275 +24%
MCM
2047
Morton Capital Management
California
$254K -$8.78K -52 -3%
HWMO
2048
Heritage Wealth Management (Ohio)
Ohio
$253K -$14.4K -85 -6%
FNT
2049
First Nebraska Trust
Nebraska
$253K
RIP
2050
RAM Investment Partners
Washington
$253K +$507 +3 +0.2%

VTV Hedge Fund Activity: Q2 2025 in Review

2,401 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Vanguard Value ETF (VTV) for Q2 2025, worth a combined $95.9B — up 2.9% from $93.2B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new VTV positions and 83 closed out — a net gain of 70 holders — while 984 added to existing stakes and 838 trimmed.

The largest buyer was Bank of America, adding an estimated $648M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $838M sold.

  • 2,401 institutional investors held Vanguard Value ETF (VTV) as of Q2 2025, up from 2,365 in Q1 2025.
  • Funds reported $95.9B of Vanguard Value ETF stock for Q2 2025, up 2.9% quarter-over-quarter.
  • 153 funds opened new Vanguard Value ETF positions in Q2 2025 and 83 closed out, a net change of +70 holders.
  • The largest Vanguard Value ETF buyer in Q2 2025 was Bank of America, an estimated $648M added.
  • The largest Vanguard Value ETF seller in Q2 2025 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $838M sold.

Based on aggregated 13F filings for Q2 2025.