At Holdings Channel, we have reviewed the latest batch of the 62 most recent 13F filings for the 03/31/2026 reporting period, and noticed that Vanguard Index Funds - Vanguard Value ETF (Symbol: VTV) was held by 30 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good idea to take a closer look.
Before we proceed, it is important to point out that 13F filings do not tell the whole story, because these funds are only required to disclose their long positions with the SEC, but are not required to disclose their short positions. A fund making a bearish bet against a stock by shorting calls, for example, might also be long some amount of stock as they trade around their overall bearish position. This long component could show up in a 13F filing and everyone might assume the fund is bullish, but this tells only part of the story because the bearish/short side of the position is not seen.
Having given that caveat, we believe that looking at groups of 13F filings can be revealing, especially when comparing one holding period to another. Below, let's take a look at the change in VTV positions, for this latest batch of 13F filers:
In terms of shares owned, we count 11 of the above funds having increased existing VTV positions from 12/31/2025 to 03/31/2026, with 6 having decreased their positions and 1 new position.
Looking beyond these particular funds in this one batch of most recent filers, we tallied up the VTV share count in the aggregate among all of the funds which held VTV at the 03/31/2026 reporting period (out of the 1,484 we looked at in total). We then compared that number to the sum total of VTV shares those same funds held back at the 12/31/2025 period, to see how the aggregate share count held by hedge funds has moved for VTV. We found that between these two periods, funds increased their holdings by 1,673,223 shares in the aggregate, from 34,056,089 up to 35,729,312 for a share count increase of approximately 4.91%. The overall top three funds holding VTV on 03/31/2026 were:
| » | Fund | Shares of VTV Held |
|---|---|---|
| 1. | Waldron Private Wealth LLC | 1,791,053 |
| 2. | Wealth Enhancement Advisory Services LLC | 1,446,101 |
| 3. | Retirement Investment Advisors Inc. | 1,375,849 |
| 4-10 | Find out the full Top 10 Hedge Funds Holding VTV | » |
We'll keep following the latest 13F filings by hedge fund managers and bring you interesting stories derived from a look at the aggregate information across groups of managers between filing periods. While looking at individual 13F filings can sometimes be misleading due to the long-only nature of the information, the sum total across groups of funds from one reporting period to another can be a lot more revealing and relevant, providing interesting stock ideas that merit further research, like Vanguard Index Funds - Vanguard Value ETF (Symbol: VTV).
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
