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-HOT · BOOK-FULL
- VALUE-HEAVY #153/775
- HOLDERS-NARROW 16 filers
- CONC-DOM 89% top-5
- PHOTO-FINISH INVESCO EXCHANGE TRA…
- ACTIVITY-HOT 14 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.
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
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.
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:
Latest Quarter Activity · Q4 2025
New positions (14)
Complete exits (17)
Frequently Asked Questions
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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).
Similar holder count
Nearest stocks by number of disclosing 13F holders (16 here).
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 2026-05-16.