Stock ownership · SEC 13F · Q4 2025

VANGUARD VALUE ETF

A breakdown of VANGUARD VALUE ETF's institutional base (CUSIP 922908744): the holders, the concentration among them, and what changed last quarter.

$84.2M
Reported value
16
Institutions
89%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, VANGUARD VALUE ETF ranks #153 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 16 institutions report $84.2M as of Q4 2025, with ownership held overwhelmingly by a small core of institutions.

16
institutions hold it
$84.2M
reported 13F value
89%
held by top 5
#153
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, VANGUARD VALUE ETF ranks #153 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 922908744 · Q4 2025 $84M reported

VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-HEAVY #153/775
  • HOLDERS-NARROW 16 filers
  • CONC-DOM 89% top-5
  • PHOTO-FINISH INVESCO EXCHANGE TRA…
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: INVESCO EXCHANGE TRADED FD T

Read with: Ownership concentration guide - VANGUARD VALUE ETF's top-five holders account for 89% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · VANGUARD VALUE ETF

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

ABBOTT LABS · near$86MAPPLOVIN · near$85MHILTON WORLDWIDE HLDGS · near$85MVANGUARD VALUE ETF · this st…$84MINVESCO EXCHANGE TRADED FD T…$84M
Aggregate reported institutional value ($)

VANGUARD VALUE ETF vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

16 Top 30% higher than 70% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of VANGUARD VALUE ETF
  1. 1
    TD Capital Management LLC $26.3M
  2. 2
    Bell Investment Advisors, Inc $19.5M
  3. 3
    DiPaolo Financial Group, Inc. $14.0M
  4. 4
    Tempo Wealth, LLC $10.2M
  5. 5
    Stone Wealth Partners $5.1M
  6. 6
    Anchor Investment Management, LLC $3.8M

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a VANGUARD VALUE ETF position has held steady from 16 to 16 over the last 8 quarters of 13F filings.

51015202530 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 16
Distinct 13F filers holding VANGUARD VALUE ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 TD Capital Management LLC 137,735 $26.3M 31.2%
2 Bell Investment Advisors, Inc 102,294 $19.5M 23.2%
3 DiPaolo Financial Group, Inc. 73,061 $14.0M 16.6%
4 Tempo Wealth, LLC 53,534 $10.2M 12.1%
5 Stone Wealth Partners 26,555 $5.1M 6.0%
6 Anchor Investment Management, LLC 20,087 $3.8M 4.6%
7 Lynch Investment Planning, LLC 7,359 $1.4M 1.7%
8 DGS Capital Management, LLC 4,453 $851K 1.0%
9 Clear Retirement Advice LLC 3,851 $784K 0.9%
10 Barnes Wealth Management Group, Inc 3,117 $595K 0.7%
11 MidFirst Bank 2,838 $542K 0.6%
12 Titan Investment Management LLC 1,611 $308K 0.4%
13 BDFS Capital LLC 1,445 $276K 0.3%
14 KW WEALTH MANAGEMENT LLC 1,434 $274K 0.3%
15 Compass Financial Services Inc 879 $168K 0.2%
16 Strategic Investment Solutions, Inc. /IL 441 $84K 0.1%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among VANGUARD VALUE ETF's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
100.0%

Frequently Asked Questions

How many institutions hold VANGUARD VALUE ETF?▼
VANGUARD VALUE ETF is held by 16 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does VANGUARD VALUE ETF sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, VANGUARD VALUE ETF ranks #153 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of VANGUARD VALUE ETF?▼
Institutions report $84.2M of VANGUARD VALUE ETF as of Q4 2025.
How concentrated is ownership of VANGUARD VALUE ETF?▼
The top five institutional holders account for 89% of the reported institutional value in VANGUARD VALUE ETF, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of VANGUARD VALUE ETF?▼
TD Capital Management LLC is the largest reported holder of VANGUARD VALUE ETF with $26.3M across 137,735 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for VANGUARD VALUE ETF: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($84.2M here).

INVESCO EXCHANGE TRADED FD T $84.0M HILTON WORLDWIDE HLDGS INC $85.3M APPLOVIN CORP $85.5M ABBOTT LABS $85.7M

Similar holder count

Nearest stocks by number of disclosing 13F holders (16 here).

DEERE & CO 16 GOLDMAN SACHS GROUP INC 16 ISHARES TR 16 PALO ALTO NETWORKS INC 16

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.