Vanguard Morningstar Value ETF
VTV
2,808 hedge funds and large institutions have $129B invested in Vanguard Morningstar Value ETF in 2026 Q2 according to their latest regulatory filings, with 220 funds opening new positions, 1,247 increasing their positions, 905 reducing their positions, and 92 closing their positions.
139% more first-time investments, than exits
New positions opened: 220 | Existing positions closed: 92
38% more repeat investments, than reductions
Existing positions increased: 1,247 | Existing positions reduced: 905
13% more capital invested
Capital invested by funds: $114B → $129B (+$14.9B)
3% more funds holding
Funds holding: 2,721 → 2,808 (+87)
2% more funds holding in top 10
Funds holding in top 10: 447 → 454 (+7)
0.38% more ownership
Funds ownership: 69.84% → 70.22% (+0.38%)
16% less call options, than puts
Call options by funds: $43M | Put options by funds: $51.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1.08B |
| 2 |
MG
Mather Group
Chicago,
Illinois
|
+$814M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$580M |
| 4 |
Morgan Stanley
New York
|
+$362M |
| 5 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
+$193M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jones Financial Companies
Des Peres,
Missouri
|
-$1.41B |
| 2 |
CCM
Coldstream Capital Management
Bellevue,
Washington
|
-$137M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$80.9M |
| 4 |
EW
Evoke Wealth
Los Angeles,
California
|
-$71.6M |
| 5 |
BBES
Buffalo Business & Estate Services
Orchard Park,
New York
|
-$70.6M |
VTV Hedge Fund Activity: Q2 2026 in Review
2,808 of the 8,346 institutional investors tracked by Wall St. Rank reported a position in Vanguard Morningstar Value ETF (VTV) for Q2 2026, worth a combined $129B — up 13% from $114B a quarter earlier.
Buyers outnumbered sellers: 220 funds opened new VTV positions and 92 closed out — a net gain of 128 holders — while 1,247 added to existing stakes and 905 trimmed.
The largest buyer was Pathstone Holdings, adding an estimated $1.08B. The largest seller was Jones Financial Companies, cutting an estimated $1.41B.
- 2,808 institutional investors held Vanguard Morningstar Value ETF (VTV) as of Q2 2026, up from 2,721 in Q1 2026.
- Funds reported $129B of Vanguard Morningstar Value ETF stock for Q2 2026, up 13% quarter-over-quarter.
- 220 funds opened new Vanguard Morningstar Value ETF positions in Q2 2026 and 92 closed out, a net change of +128 holders.
- The largest Vanguard Morningstar Value ETF buyer in Q2 2026 was Pathstone Holdings, an estimated $1.08B added.
- The largest Vanguard Morningstar Value ETF seller in Q2 2026 was Jones Financial Companies, an estimated $1.41B sold.
Based on aggregated 13F filings for Q2 2026.