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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
Bank of America
1
Bank of America
North Carolina
$22.6B +$648M +3,837,576 +3%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$9.24B -$304M -1,798,040 -3%
Morgan Stanley
3
Morgan Stanley
New York
$5.78B +$94.5M +559,749 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.67B +$97.7M +578,461 +3%
UBS Group
5
UBS Group
Switzerland
$2.43B +$58.1M +343,858 +3%
Ameriprise
6
Ameriprise
Minnesota
$1.88B -$8.51M -50,407 -0.5%
LPL Financial
7
LPL Financial
California
$1.83B +$60.2M +356,413 +4%
Wells Fargo
8
Wells Fargo
California
$1.33B +$68.8M +407,065 +6%
Raymond James Financial
9
Raymond James Financial
Florida
$1.32B -$40.1M -237,146 -3%
TIAA Trust, National Association
10
TIAA Trust, National Association
North Carolina
$1.16B +$7.11M +42,087 +0.6%
CAPTRUST Financial Advisors
11
CAPTRUST Financial Advisors
North Carolina
$1.04B +$37.3M +220,861 +4%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$959M +$18.9M +112,050 +2%
DADC
13
D.A. Davidson & Co
Montana
$938M +$21M +124,233 +2%
MCCA
14
Mill Creek Capital Advisors
Pennsylvania
$934M -$16M -94,701 -2%
Betterment LLC
15
Betterment LLC
New York
$918M -$4.88M -28,896 -0.6%
Mariner
16
Mariner
Kansas
$824M +$29.9M +177,082 +4%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$807M -$14.1M -83,287 -2%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$754M +$6.73M +39,828 +0.9%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$668M +$71.3M +421,903 +13%
RWP
20
RWA Wealth Partners
Massachusetts
$651M -$117M -695,410 -16%
SEI Investments
21
SEI Investments
Pennsylvania
$630M +$13.5M +79,844 +2%
JP Morgan Chase
22
JP Morgan Chase
New York
$625M -$4.58M -27,110 -0.8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$624M -$1.36M -8,053 -0.2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$601M -$5.6M -33,172 -1%
AAS
25
Avantax Advisory Services
Texas
$583M -$229K -1,357 -0%

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.