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Vanguard Value ETF

2,691 hedge funds and large institutions have $114B invested in Vanguard Value ETF in 2026 Q1 according to their latest regulatory filings, with 182 funds opening new positions, 1,196 increasing their positions, 912 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,691
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
439
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$31M
Puts
$17.7M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PP
2001
Patten & Patten
Tennessee
$432K
IMT
2002
Investment Management Trust
Massachusetts
$429K
C
2003
Croban
Ohio
$429K
KWM
2004
Kingsman Wealth Management
Florida
$429K
PPW
2005
Parcion Private Wealth
Washington
$428K
Capital World Investors
2006
Capital World Investors
California
$427K
PWP
2007
Pursue Wealth Partners
California
$426K
CFA
2008
Capstone Financial Advisors
Illinois
$425K
WQ
2009
Wealth Quarterback
New Jersey
$422K
AWAG
2010
ARS Wealth Advisors Group
Florida
$421K
KIA
2011
KCM Investment Advisors
California
$420K
RRA
2012
Red Reef Advisors
Florida
$419K
CA
2013
Commerce Advisors
Tennessee
$419K
PNAA
2014
Pictet North America Advisors
Switzerland
$418K
MWC
2015
MKD Wealth Coaches
Michigan
$418K
KFG
2016
Kingdom Financial Group
Arizona
$418K
LAS
2017
Lloyd Advisory Services
Georgia
$418K
FNB
2018
Farmers National Bank
Kentucky
$416K
CMMS
2019
Comprehensive Money Management Services
Florida
$413K
EWM
2020
Elevation Wealth Management
Minnesota
$411K
LJAC
2021
L.J. Altfest & Co
New York
$411K
LWM
2022
Lionshead Wealth Management
New York
$410K
CNC
2023
Canandaigua National Corp
New York
$410K
SPG
2024
Strategic Planning Group
Utah
$410K
ACGA
2025
Atlanta Consulting Group Advisors
Georgia
$409K