Institutional Ownership Vanguard Value ETF (VTV)
This table provides information about the institutional ownership of Vanguard Value ETF (VTV). We have compiled data on the 2,763 institutions that hold shares in the stock, with a total of 586 Million shares, which have been reported (via 13F filing form) to have a value of $110 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
104,162
shares
|
$19.5 Million
8.07% of portfolio
|
Q1 2023
Reduced 5.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
103,737
shares
|
$19.4 Million
0.72% of portfolio
|
Q3 2025
Reduced 7.4%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2025 Q3 2025 |
102,828
shares
|
$19.2 Million
5.28% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
102,384
shares
|
$19.2 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
101,540
shares
|
$19 Million
10.52% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
101,470
shares
|
$19 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
101,307
shares
|
$19 Million
3.13% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
101,281
shares
|
$19 Million
8.53% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
100,446
shares
|
$18.8 Million
1.23% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
Hartmann Taylor Wealth Management, LLC
Dallas, TX |
Oct 20, 2025 Q3 2025 |
99,555
shares
|
$18.6 Million
13.33% of portfolio
|
Q3 2025
Added 3.61%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
99,105
shares
|
$18.5 Million
4.06% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
99,010
shares
|
$18.5 Million
0.94% of portfolio
|
Q3 2025
Added 4.04%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
98,717
shares
|
$18.5 Million
9.09% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Perkins Coie Trust CO
|
Oct 09, 2025 Q3 2025 |
98,124
shares
|
$18.4 Million
3.6% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
97,856
shares
|
$18.3 Million
0.14% of portfolio
|
Q3 2025
Added 14.11%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
97,500
shares
|
$18.2 Million
7.16% of portfolio
|
Q3 2025
Reduced 10.26%
|
|
|
Blue Stem Wealth Partners, LLC
Minnetonka, MN |
Nov 12, 2025 Q3 2025 |
97,487
shares
|
$18.2 Million
2.08% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
97,407
shares
|
$18.2 Million
0.09% of portfolio
|
Q2 2023
Reduced 17.32%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
96,767
shares
|
$18.1 Million
0.05% of portfolio
|
Q3 2025
Added 53.57%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
96,046
shares
|
$18 Million
1.79% of portfolio
|
Q3 2025
Reduced 4.57%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,989
shares
|
$18 Million
0.33% of portfolio
|
Q3 2022
Added 93.15%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Oct 21, 2025 Q3 2025 |
95,706
shares
|
$17.9 Million
8.25% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
95,633
shares
|
$17.9 Million
5.13% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
94,683
shares
|
$17.7 Million
0.37% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
94,389
shares
|
$17.7 Million
5.1% of portfolio
|
Q3 2024
Reduced 5.54%
|
|