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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
DWM
2076
David Wealth Management
Virginia
$242K +$232K +1,371 New
DSC
2077
Duncker Streett & Co
Missouri
$242K -$6.76K -40 -3%
MIM
2078
Marco Investment Management
Georgia
$241K
SWP
2079
Significant Wealth Partners
Illinois
$240K +$230K +1,360 New
HIC
2080
Holderness Investments Company
North Carolina
$240K -$132K -781 -37%
GWSA
2081
Global Wealth Strategies & Associates
Colorado
$240K -$4.22K -25 -2%
SMA
2082
Seven Mile Advisory
New Jersey
$239K
JF
2083
JSF Financial
California
$239K +$21.1K +125 +10%
EM
2084
Excalibur Management
Massachusetts
$239K
FCM
2085
Family Capital Management
Michigan
$239K
GWP
2086
Gen-Wealth Partners
Michigan
$238K +$41.9K +248 +23%
FZCM
2087
Flynn Zito Capital Management
New York
$237K +$227K +1,343 New
KA
2088
Kure Advisory
Minnesota
$237K
OCM
2089
Orion Capital Management
California
$237K
PIWA
2090
Prevail Innovative Wealth Advisors
Kansas
$236K +$226K +1,338 New
SAM
2091
Satovsky Asset Management
New York
$236K
FF
2092
Financial Futures
New Jersey
$236K +$22.6K +134 +11%
PWW
2093
Pettyjohn Wood & White
Virginia
$236K
BFWA
2094
Benchmark Financial Wealth Advisors
Florida
$235K -$845 -5 -0.4%
MWM
2095
Maltin Wealth Management
New Jersey
$235K
YIA
2096
YHB Investment Advisors
Connecticut
$235K -$3.38K -20 -1%
A
2097
Allianz
Germany
$234K -$13.8M -81,537 -98%
SCA
2098
Stonebridge Capital Advisors
Minnesota
$234K
CICI
2099
Capital Investment Counsel Inc
North Carolina
$233K -$13.7K -81 -6%
SCA
2100
St. Clair Advisors
Ohio
$233K

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.