Vanguard Value ETF

$VTV
13F holders
2,602
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 2,602 · Source: 13F-HR
01
Marquette Asset Management, LLC
02
State Farm Mutual Automobile Insurance Co.
03
J. W. Coons Advisors, LLC
04
Evensky & Katz LLC
05
Madison Investment Advisors, LLC
06
Taconic Capital Advisors LP
07
TB Capital Gestao de Recursos Ltda.
08
Sheaff Brock Investment Advisors, LLC
09
FengHe Fund Management Pte. Ltd.
10
Howland Capital Management LLC

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 2,602 13F holders · Pro →

Smart Money · top-200 alpha cohort

44 holders · Q1 2026

$VTV is held by 44 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 21.15%, with an average of 1.96% of portfolio. Largest holder: Retirement Investment Advisors, Inc. at 21.15%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Retirement Investment Advisors, Inc.
21.15% held
α +16.2pts
02
Cornerstone Management, Inc.
16.19% NEW
α +12.4pts
03
Focused Wealth Management, Inc
14.18% NEW
α +19.2pts
04
Plum Street Advisors, LLC
6.01% held
α +18.0pts
05
Condor Capital Management
5.86% NEW
α +23.6pts
06
Impact Partnership Wealth, LLC
3.95% NEW
α +10.3pts
07
Intrinsic Value Partners, LLC
3.94% held
α +13.8pts
08
Pacific Financial Group Inc.
2.78% held
α +14.3pts
09
Level Financial Advisors
2.59% held
α +30.9pts
10
Long Island Wealth Management, Inc.
2.57% NEW
α +21.8pts
11
Courier Capital LLC
1.60% NEW
α +14.9pts
12
Venture Visionary Partners LLC
0.75% NEW
α +10.3pts
13
Narus Financial Partners, LLC
0.68% held
α +11.1pts
14
Ted Buchan & Co
0.50% NEW
α +13.2pts
15
Principal Securities, Inc.
0.42% held
α +21.3pts
16
RFG Advisory, LLC
0.39% NEW
α +16.2pts
17
Merrion Investment Management Co, LLC
0.28% held
α +16.0pts
18
LM Advisors LLC
0.27% held
α +15.5pts
19
Walkner Condon Financial Advisors LLC
0.20% NEW
α +23.7pts
20
Citigroup Inc.
0.19% NEW
α +26.3pts
21
Stelac Advisory Services LLC
0.16% NEW
α +13.4pts
22
TRUE Private Wealth Advisors
0.15% NEW
α +23.4pts
23
MFA Wealth Services
0.14% NEW
α +16.2pts
24
Endeavor Private Wealth, Inc.
0.13% held
α +13.5pts
25
Erste Asset Management GmbH
0.12% NEW
α +33.4pts
26
Johnson Financial Group, Inc.
0.11% held
α +14.7pts
27
Fiduciary Alliance LLC
0.11% held
α +16.8pts
28
Resolute Advisors LLC
0.10% NEW
α +53.0pts
29
GM Advisory Group, LLC
0.10% held
α +16.5pts
30
Corsicana & Co.
0.08% held
α +20.0pts
31
Beverly Hills Private Wealth, LLC
0.06% held
α +10.4pts
32
Delta Financial Advisors LLC
0.06% held
α +18.1pts
33
Shufro Rose & Co. LLC
0.06% held
α +32.3pts
34
Linscomb Wealth, Inc.
0.05% held
α +32.6pts
35
Choate Investment Advisors
0.04% held
α +13.8pts
36
Truepoint, Inc.
0.04% held
α +21.4pts
37
Svb Wealth LLC
0.02% held
α +29.6pts
38
JTC Employer Solutions Trustee Ltd
0.02% held
α +22.6pts
39
Fulton Bank, N.a.
0.02% held
α +23.8pts
40
Bradley Foster & Sargent INC
0.01% held
α +11.1pts
41
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
42
Mountain Hill Investment Partners Corp.
0.00% held
α +15.0pts
43
CV Advisors LLC
0.00% held
α +29.1pts
44
Pittenger & Anderson Inc.
0.00% held
α +21.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $VTV in the recent window.

Congress trades · last 90 days

2 disclosures · STOCK Act
House · Kentucky · Traded Sep 26
SOLD
$1K–$15K
Oct 16STOCK
House · Kentucky · Traded Mar 27
SOLD
$1K–$15K
May 1STOCK

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $VTV lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $VTV — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 06:22 UTC.