VANGUARD VALUE ETF
2,975 institutions still hold VANGUARD VALUE ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.
VTV Q1 2026 institutional ownership is a $109.1B book across 2,623 holders. Bank of America is largest holder at $25.8B (131.7M shares, slight trim -0.2%). Jones Financial is second largest at $9.9B (51.3M shares, -6.5%, -$633M). Morgan Stanley third at $6.6B (33.6M shares, +0.8%, +$266M). Envestnet fourth at $4.4B (22.6M shares, +25.2%, +$559M) -- largest buyer. UBS Group fifth at $2.6B (13.5M shares, +17.5%, +$235M). Q1 2026 flow net-bullish. Other notable buyers: LPL Financial +$142M (+9.3%); EP Wealth +$140M (+8.1%); AQR +$153M; Balentine LLC effective increase (new larger position); Caisse de Depot +$308M (+35.7%); Ameriprise +$104M (+8.3%); Cetera +$97M; Diamond Hill +$103M; Caiss de Depot +$308M; Wells Fargo +$92M; DaVinci +$65M. Sellers: Jones Financial -$633M; Bank of America slight trim -$168M; BNY Mellon -$65M; Raymond James slight trim; Goldman Sachs slight trim; RWA Wealth -$28M; Commonwealth Equity slight trim. Three-way Vanguard split: Capital Management $19.2B, Portfolio Management $N/A, Fiduciary Trust $N/A for VTV. The whaleScore reflects AUM. Smart-money-signal read: VTV Q1 2026 holder flows are net-bullish from balanced value-and-active-manager platforms. Envestnet's +25.2% surge and LPL's +9.3% suggest RIA-and-wealth platforms increasing value-ETF exposure. Jones Financial's -$633M -6.5% reduction is offset by broad-based buying. No strong directional signal beyond modest net-bullish tilt from RIA-and-wealth allocators.
Top holders
Sorted by position value. Source: SEC EDGAR 13F-HR filings.