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Vanguard Value ETF

2,694 hedge funds and large institutions have $114B invested in Vanguard Value ETF in 2026 Q1 according to their latest regulatory filings, with 183 funds opening new positions, 1,197 increasing their positions, 912 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 183 | Existing positions closed: 93

75% more call options, than puts

Call options by funds: $31M | Put options by funds: $17.7M

31% more repeat investments, than reductions

Existing positions increased: 1,197 | Existing positions reduced: 912

3% more funds holding in top 10

Funds holding in top 10: 430441 (+11)

1% more funds holding

Funds holding: 2,6552,694 (+39)

2.88% less ownership

Funds ownership: 72.52%69.64% (-2.9%)

7% less capital invested

Capital invested by funds: $122B → $114B (-$8.04B)

Holders
2,694
Holders Change
+39
Holders Change %
+1.47%
% of All Funds
33.19%
Holding in Top 10
441
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+2.56%
% of All Funds
5.43%
New
183
Increased
1,197
Reduced
912
Closed
93
Calls
$31M
Puts
$17.7M
Net Calls
+$13.3M
Net Calls Change
-$6.37M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$25.8B -$895M -4,471,995 -3%
Jones Financial Companies
2
Jones Financial Companies
Missouri
$9.92B -$791M -3,951,795 -7%
Morgan Stanley
3
Morgan Stanley
New York
$6.6B +$94.8M +473,640 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.43B +$462M +2,308,443 +11%
UBS Group
5
UBS Group
Switzerland
$2.65B +$172M +861,208 +7%
Ameriprise
6
Ameriprise
Minnesota
$2.24B +$44.5M +222,246 +2%
LPL Financial
7
LPL Financial
California
$2.19B +$87.8M +438,590 +4%
Raymond James Financial
8
Raymond James Financial
Florida
$1.71B -$4.65M -23,229 -0.3%
Wells Fargo
9
Wells Fargo
California
$1.67B +$50.3M +251,358 +3%
EWA
10
EP Wealth Advisors
California
$1.65B +$101M +502,824 +6%
Cetera Investment Advisers
11
Cetera Investment Advisers
Illinois
$1.52B +$59.5M +296,977 +4%
TCIIS
12
TIAA-CREF Individual & Institutional Services
New York
$1.31B +$1.34B +6,668,184 New
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$1.31B +$55.5M +277,025 +4%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$1.14B +$6.88M +34,371 +0.6%
DADC
15
D.A. Davidson & Co
Montana
$1.1B +$9.37M +46,820 +0.8%
MCCA
16
Mill Creek Capital Advisors
Pennsylvania
$1.03B +$3.37M +16,848 +0.3%
Mariner
17
Mariner
Kansas
$993M +$1.07M +5,332 +0.1%
Betterment LLC
18
Betterment LLC
New York
$954M -$21.9M -109,422 -2%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$892M +$4.43M +22,125 +0.5%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$891M +$89.4M +446,635 +11%
Focus Partners Wealth
21
Focus Partners Wealth
Massachusetts
$840M -$5.9M -29,468 -0.7%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$833M +$922K +4,606 +0.1%
JP Morgan Chase
23
JP Morgan Chase
New York
$762M +$40.2M +200,708 +5%
SEI Investments
24
SEI Investments
Pennsylvania
$753M +$14.6M +72,744 +2%
HighTower Advisors
25
HighTower Advisors
Illinois
$691M +$12M +60,127 +2%