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 2,762 institutions that hold shares in the stock, with a total of 587 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 |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
94,389
shares
|
$17.7 Million
5.1% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
94,279
shares
|
$17.6 Million
2.29% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
93,663
shares
|
$17.5 Million
0.78% of portfolio
|
Q3 2025
Added 15.55%
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
93,449
shares
|
$17.5 Million
9.96% of portfolio
|
Q4 2025
Reduced 0.09%
|
|
|
Benchmark Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
92,968
shares
|
$17.4 Million
7.35% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
92,509
shares
|
$17.3 Million
0.28% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
92,502
shares
|
$17.3 Million
3.09% of portfolio
|
Q3 2025
Added 4.72%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
91,702
shares
|
$17.2 Million
1.43% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
91,218
shares
|
$17.1 Million
4.97% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Well Done, LLC
|
Jan 13, 2026 Q4 2025 |
90,966
shares
|
$17 Million
2.75% of portfolio
|
Q4 2025
Added 218.69%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
90,629
shares
|
$17 Million
4.75% of portfolio
|
Q3 2023
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Nov 10, 2025 Q3 2025 |
90,510
shares
|
$16.9 Million
1.78% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
90,487
shares
|
$16.9 Million
2.86% of portfolio
|
Q1 2024
Added 3.56%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 14, 2025 Q3 2025 |
90,265
shares
|
$16.9 Million
4.51% of portfolio
|
Q3 2025
Added 10.05%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
89,805
shares
|
$16.8 Million
0.46% of portfolio
|
Q3 2025
Reduced 6.41%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
88,677
shares
|
$16.6 Million
5.63% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
88,415
shares
|
$16.5 Million
0.71% of portfolio
|
Q3 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
88,401
shares
|
$16.5 Million
0.03% of portfolio
|
Q3 2025
Reduced 85.8%
|
|
|
Souders Financial Advisors
|
Nov 04, 2025 Q3 2025 |
88,169
shares
|
$16.5 Million
2.22% of portfolio
|
Q3 2025
Added 5.1%
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
88,034
shares
|
$16.5 Million
1.74% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
87,723
shares
|
$16.4 Million
6.57% of portfolio
|
Q1 2023
Added 13.98%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
85,919
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2025
Added 58.13%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
85,852
shares
|
$16.1 Million
0.97% of portfolio
|
Q3 2025
Added 71.54%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
85,832
shares
|
$16.1 Million
4.61% of portfolio
|
Q3 2025
Added 1.24%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
85,422
shares
|
$16 Million
1.87% of portfolio
|
Q3 2025
Reduced 0.03%
|
|