Vanguard Morningstar Value ETF
VTV
2,721 hedge funds and large institutions have $114B invested in Vanguard Morningstar Value ETF in 2026 Q1 according to their latest regulatory filings, with 184 funds opening new positions, 1,216 increasing their positions, 917 reducing their positions, and 94 closing their positions.
96% more first-time investments, than exits
New positions opened: 184 | Existing positions closed: 94
75% more call options, than puts
Call options by funds: $31M | Put options by funds: $17.7M
33% more repeat investments, than reductions
Existing positions increased: 1,216 | Existing positions reduced: 917
3% more funds holding in top 10
Funds holding in top 10: 435 → 447 (+12)
2% more funds holding
Funds holding: 2,676 → 2,721 (+45)
3% more capital invested
Capital invested by funds: $111B → $114B (+$3.7B)
1.23% less ownership
Funds ownership: 71.07% → 69.84% (-1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BL
Balentine LLC
Atlanta,
Georgia
|
+$565M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$462M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$308M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$172M |
| 5 |
CIAS
CBIZ Investment Advisory Services
Independence,
Ohio
|
+$119M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$1.37B |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$895M |
| 3 |
Jones Financial Companies
Des Peres,
Missouri
|
-$791M |
| 4 |
BlackRock
New York
|
-$173M |
| 5 |
WFA
Wellspring Financial Advisors
Cleveland,
Ohio
|
-$168M |
VTV Hedge Fund Activity: Q1 2026 in Review
2,721 of the 8,207 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q1 2026, worth a combined $114B — up 3.3% from $111B a quarter earlier.
Buyers outnumbered sellers: 184 funds opened new VTV positions and 94 closed out — a net gain of 90 holders — while 1,216 added to existing stakes and 917 trimmed.
The largest buyer was Balentine LLC, adding an estimated $565M. The largest seller was TIAA Trust, National Association, cutting an estimated $1.37B.
- 2,721 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q1 2026, up from 2,676 in Q4 2025.
- Funds reported $114B of Vanguard Morningstar Value ETF stock for Q1 2026, up 3.3% quarter-over-quarter.
- 184 funds opened new Vanguard Morningstar Value ETF positions in Q1 2026 and 94 closed out, a net change of +90 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q1 2026 was Balentine LLC, an estimated $565M added.
- The largest Vanguard Morningstar Value ETF seller in Q1 2026 was TIAA Trust, National Association, an estimated $1.37B sold.
Based on aggregated 13F filings for Q1 2026.