13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMega-capCrowded
VTV

VANGUARD VALUE ETF

2,869 institutions still hold VANGUARD VALUE ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 922908744·Exchange Traded Fund·2,869 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 7.0%
vs prior quarter
13F value held
$69.9B
71.0% inst. owned
of float
Holders
2,869
-116 QoQ
filers reporting
Activity
+29 / −6
+823 added · −789 reduced
this quarter
Concentration
36.96%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

2,869 institutions reported VTV in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 37.0% of the visible book. -116 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$25.8B131.7M1.89%Q1 202602
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$9.9B51.3M4.77%Q1 202603
MORGAN STANLEY
CIK 0000895421
$6.6B33.6M0.40%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$4.4B22.6M1.19%Q1 202605
UBS Group AG
CIK 0001610520
$2.6B13.5M0.40%Q1 202606
AMERIPRISE FINANCIAL INC
CIK 0000820027
$2.2B11.4M0.52%Q1 202607
LPL Financial LLC
CIK 0001403438
$2.2B11.2M0.58%Q1 202608
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$1.7B8.7M0.53%Q1 202609
WELLS FARGO & COMPANY/MN
CIK 0000072971
$1.7B8.5M0.31%Q1 202610
EP Wealth Advisors, LLC
CIK 0001540569
$1.7B8.4M8.12%Q1 202611
Cetera Investment Advisers
CIK 0001666741
$1.5B7.7M1.62%Q1 202612
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$1.3B6.7M5.03%Q1 202613
CAPTRUST FINANCIAL ADVISORS
CIK 0001512024
$1.3B6.7M2.28%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$1.1B5.8M0.20%Q1 202615
D.A. DAVIDSON & CO.
CIK 0001080107
$1.1B5.6M6.67%Q1 202616
Mill Creek Capital Advisors, LLC
CIK 0001964962
$1.0B5.2M21.11%Q1 202617
Mariner, LLC
CIK 0001373442
$993M5.1M1.16%Q1 202618
FMR LLC
CIK 0000315066
$892M4.5M0.05%Q1 202619
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$891M4.5M0.55%Q1 202620
Focus Partners Wealth
CIK 0001542153
$824M4.3M0.94%Q4 2025
Page 1 of 144
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