Vanguard Mrngstr Val ETF-AuiVTVETF

13F holders, Q1 2026 (March 31)
2,719holders +44
142new positions
90sold out
8famous investors
$195.48avg. 13F price*

At the end of Q1 2026, 2,719 institutions reported holding Vanguard Mrngstr Val ETF-Aui (VTV) in their 13F filings, up 44 from Q4 2025. 142 opened new positions and 90 sold out. The largest holders were Bank of America Corp. ($25.8B), Jones Financial Companies LLLP ($9.9B) and Morgan Stanley ($6.6B). 8 famous investors held it, including Joel Greenblatt (0.5% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Vanguard Mrngstr Val ETF-Aui
CUSIP
922908744
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions142$273.2M
Exits90$103.3M

All 13F filers, Q4 2025 → Q1 2026: 24,323,677 shares bought and 36,721,519 shares sold, net −12,397,842 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2,719 holders

Bank of America Corp. 1.89% Reduce -3.3% 131,676,968 $25.8B
Jones Financial Companies LLLP 4.77% Reduce -7.2% 51,321,269 $9.9B
Morgan Stanley 0.40% Add +1.4% 33,645,562 $6.6B
Envestnet Asset Management Inc. 1.19% Add +11.4% 22,591,492 $4.4B
UBS Group AG 0.47% Add +6.8% 13,503,195 $2.6B
Ameriprise Financial Inc. 0.52% Add +2.0% 11,405,110 $2.2B
LPL Financial LLC 0.58% Add +4.1% 11,180,221 $2.2B
Raymond James Financial Inc. 0.53% Reduce -0.3% 8,736,451 $1.7B
Wells Fargo & Company 0.33% Add +3.0% 8,492,812 $1.7B
EP Wealth Advisors, LLC 8.12% Add +6.3% 8,418,734 $1.7B
Cetera Investment Advisers 1.62% Add +4.0% 7,740,408 $1.5B
Tiaa-Cref Individual & Institutional Services, LLC 5.03% — 6,668,184 $1.3B
Captrust Financial Advisors 2.29% Add +4.3% 6,662,268 $1.3B
Royal Bank of Canada 0.22% Add +0.6% 5,815,364 $1.1B
D.A. Davidson & Co. 6.68% Add +0.8% 5,611,282 $1.1B
Mill Creek Capital Advisors, LLC 21.11% Add +0.3% 5,237,874 $1.0B
Mariner, LLC 1.16% Add +0.1% 5,060,711 $992.8M
Betterment LLC 1.81% Reduce -2.2% 4,864,568 $954.4M
FMR LLC 0.05% Add +0.5% 4,544,984 $891.7M
Northwestern Mutual Wealth Management Co. 0.55% Add +10.9% 4,540,035 $890.8M
Focus Partners Wealth 0.94% Reduce -0.7% 4,283,154 $840.4M
PNC Financial Services Group, Inc. 0.48% Add +0.1% 4,247,947 $833.4M
JPMorgan Chase & Co. 0.05% Add +5.3% 3,949,851 $762.4M
Sei Investments Co. 0.69% Add +1.9% 3,838,454 $753.1M
HighTower Advisors, LLC 0.73% Add +1.7% 3,521,088 $690.8M
Rwa Wealth Partners, LLC 7.37% Reduce -6.5% 3,430,591 $673.1M
Moneta Group Investment Advisors LLC 4.98% Add +2.9% 3,371,516 $661.5M
Bank of New York Mellon Corp 0.11% Reduce -12.1% 3,074,772 $603.3M
Goldman Sachs Group Inc. 0.07% Reduce -4.2% 2,862,779 $561.7M
Balentine LLC 22.49% Add +12803.4% 2,846,109 $558.4M
CBIZ Investment Advisory Services, LLC 19.38% Add +28.1% 2,701,704 $530.1M
Commonwealth Equity Services, LLC 0.72% Reduce -2.8% 2,636,976 $517.4M
Caisse de depot et placement du Quebec 0.81% Add +147.3% 2,586,209 $507.4M
Osaic Holdings, Inc. 0.74% Add +8.3% 2,563,530 $503.1M
Truist Financial Corp. 0.64% Reduce -7.8% 2,405,835 $472.0M
Mission Wealth Management, LP 9.87% Reduce -0.1% 2,403,123 $471.5M
Citigroup Inc. 0.29% Reduce -12.2% 2,329,100 $457.0M
Choreo, LLC 5.24% Add +2.8% 2,176,884 $427.1M
Provida Pension Fund Administrator 6.34% Add +1.1% 1,920,543 $376.8M
Coldstream Capital Management Inc. 4.36% Add +3.6% 1,792,680 $351.7M
Waldron Private Wealth LLC 13.70% Add +13.3% 1,791,053 $351.4M
Modera Wealth Management, LLC 4.16% Add +3.8% 1,768,345 $346.9M
Stifel Financial Corp. 0.31% Add +1.0% 1,691,366 $331.8M
Bell Bank 13.52% Add +1.4% 1,625,697 $319.0M
Cerity Partners LLC 0.45% Add +21.8% 1,623,206 $318.9M
Facet Wealth, Inc. 5.41% Add +3.7% 1,591,664 $312.3M
Baird Financial Group, Inc. 0.46% Add +1.7% 1,511,322 $296.5M
Rockefeller Capital Management L.P. 0.51% Add +8.0% 1,454,595 $285.4M
Wealth Enhancement Advisory Services, LLC 0.63% Reduce -16.6% 1,446,101 $284.5M
United Capital Financial Advisors, LLC 1.73% Reduce -1.2% 1,433,905 $281.4M
Assetmark, Inc. 0.56% Reduce -2.2% 1,407,931 $276.2M
Lincoln National Corp. 7.95% Reduce -6.4% 1,399,269 $274.5M
Retirement Investment Advisors, Inc. 21.15% No change 1,375,849 $262.8M
Beacon Pointe Advisors, LLC 1.37% Add +32.5% 1,316,904 $258.4M
Sanctuary Advisors, LLC 1.31% Reduce -1.6% 1,237,731 $242.8M
MML Investors Services, LLC 0.64% Reduce -15.4% 1,173,261 $230.2M
Blair William & Co. 0.66% Add +29.8% 1,165,912 $228.8M
Alliancebernstein L.P. 0.07% Add +6.9% 1,187,977 $226.9M
Mather Group, Llc. 2.26% Reduce -0.9% 1,155,842 $226.8M
NewEdge Advisors, LLC 0.81% Reduce -6.5% 1,141,620 $224.0M
Private Advisor Group, LLC 1.00% Add +1.4% 1,084,070 $212.7M
CIBC Bancorp USA Inc. 0.29% — 1,079,577 $211.8M
Garde Capital, Inc. 12.69% Reduce -1.0% 1,079,480 $211.8M
Brookstone Capital Management 2.40% Add +3.1% 1,069,631 $209.9M
BlackRock, Inc. 0.00% Reduce -45.0% 1,053,222 $206.6M
Cambridge Investment Research Advisors, Inc. 0.52% Add +8.7% 1,028,947 $201.9M
SCS Capital Management LLC 2.11% Reduce -2.7% 1,014,417 $199.0M
Merit Financial Group, LLC 1.46% Add +3.0% 997,691 $195.7M
Stephens Group Asset Management, LLC 12.32% Add +1.4% 985,079 $193.3M
Members Trust Co 6.37% Reduce -34.3% 976,626 $191.6M
Richard Bernstein Advisors LLC 5.52% Reduce -41.6% 969,895 $190.3M
Kestra Advisory Services, LLC 0.72% Add +3.7% 966,359 $189.6M
Corient Private Wealth LP 0.27% Reduce -15.0% 972,713 $189.6M
Vantagepoint Investment Advisers LLC 1.51% Reduce -18.6% 909,566 $178.5M
Creative Planning 0.12% Reduce -3.8% 902,783 $177.1M
Systematic Alpha Investments, LLC 6.17% No change 894,868 $175.6M
Thrive Wealth Management, LLC 25.22% Add +3.6% 861,724 $169.1M
Gotham Asset Management 0.52% Add +11.9% 858,103 $168.4M
Cwm, LLC 0.44% Reduce -0.7% 854,071 $167.6M
Everhart Financial Group, Inc. 14.25% Add +4.9% 852,879 $167.3M
RMG Wealth Management LLC 19.23% Add +3.2% 799,707 $166.5M
71 West Capital Partners 7.29% Add +4.9% 845,174 $165.8M
Unison Advisors LLC 11.90% Add +97.3% 799,450 $156.9M
Sequoia Financial Advisors, LLC 0.86% Add +5.4% 781,277 $153.3M
Vista Capital Partners, Inc. 15.06% Reduce -1.4% 763,114 $149.7M
Saudi Central Bank 3.14% No change 756,686 $148.5M
Clearstead Advisors, LLC 1.35% Add +8.1% 750,841 $147.3M
Strategies Wealth Advisors, LLC 14.63% Add +1.9% 742,120 $145.6M
Woodmont Investment Counsel LLC 8.93% Reduce -1.3% 738,418 $144.9M
Nepc LLC 2.75% No change 704,920 $138.3M
Brandywine Oak Private Wealth LLC 11.55% Reduce -0.5% 700,170 $137.4M
Focused Wealth Management, Inc 14.28% Add +2.3% 696,791 $136.7M
Prime Capital Investment Advisors, LLC 1.54% Reduce -2.9% 676,693 $132.8M
Simon Quick Advisors, LLC 5.94% Add +5.4% 662,211 $129.9M
Cary Street Partners Financial LLC 3.21% Add +1.8% 659,387 $129.4M
Equitable Holdings, Inc. 0.83% Reduce -12.0% 1,146,092 $128.3M
Mountain Capital Investment Advisors Inc. 18.83% Reduce -8.7% 623,769 $126.9M
VestGen Advisors, LLC 3.55% Add +478.0% 607,077 $126.6M
US Bancorp \de 0.15% Reduce -22.6% 644,088 $126.4M
Brickley Wealth Management 21.67% Add +0.4% 644,008 $126.4M

"% of holder's portfolio" is VTV's weight in each manager's 13F, not the share of Vanguard Mrngstr Val ETF-Aui the manager owns.

Show all 2,719 holders