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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
NWA
2051
Navis Wealth Advisors
New York
$253K -$11.8K -70 -5%
WAM
2052
Worth Asset Management
Texas
$252K +$8.78K +52 +4%
FFA
2053
Fi3 Financial Advisors
Indiana
$252K -$20.6K -122 -8%
BAWC
2054
Boyce & Associates Wealth Consulting
Texas
$252K
ACP
2055
Aviance Capital Partners
Florida
$251K
WA
2056
Wealthstar Advisors
Texas
$251K
NAMM
2057
NorthStar Asset Management (Massachusetts)
Massachusetts
$251K +$240K +1,420 New
CFSG
2058
Community Financial Services Group
Vermont
$250K
MP
2059
McDonald Partners
Ohio
$250K
PNC
2060
Park National Corp
Ohio
$249K +$238K +1,411 New
SCA
2061
Sage Capital Advisors
South Dakota
$249K
OAS
2062
Optivise Advisory Services
Tennessee
$249K +$37.2K +220 +19%
BP
2063
BWM Planning
Texas
$248K
CFG
2064
Cooper Financial Group
California
$248K -$89.7K -531 -27%
SF
2065
Slagle Financial
Illinois
$248K -$110K -653 -32%
SAS
2066
SMI Advisory Services
Indiana
$247K +$236K +1,398 New
MPWT
2067
MassMutual Private Wealth & Trust
Connecticut
$247K +$99.3K +588 +73%
CWA
2068
Clarity Wealth Advisors
California
$245K -$1.86K -11 -0.8%
EWM
2069
Evolution Wealth Management
Florida
$245K +$234K +1,386 New
IA
2070
IFG Advisors
Missouri
$245K +$234K +1,386 New
CW
2071
Channel Wealth
California
$245K -$338 -2 -0.1%
PWG
2072
Portside Wealth Group
Utah
$244K -$19.9K -118 -8%
NA
2073
Novus Advisors
South Carolina
$244K -$175K -1,037 -43%
SWM
2074
Stark Wealth Management
Pennsylvania
$244K
SSWM
2075
Smith Salley Wealth Management
North Carolina
$243K

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.