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 2,753 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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
3,322,739
shares
|
$622 Million
0.86% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,301,015
shares
|
$618 Million
3.31% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,284,635
shares
|
$615 Million
0.79% of portfolio
|
Q3 2025
Reduced 3.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
3,252,212
shares
|
$609 Million
0.72% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
3,229,930
shares
|
$604 Million
4.9% of portfolio
|
Q3 2025
Added 79.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
2,929,776
shares
|
$548 Million
0.07% of portfolio
|
Q3 2025
Added 1.52%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
2,561,737
shares
|
$479 Million
4.96% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2,486,148
shares
|
$465 Million
0.21% of portfolio
|
Q3 2025
Added 10.66%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
2,403,735
shares
|
$450 Million
9.06% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,388,220
shares
|
$447 Million
0.66% of portfolio
|
Q3 2025
Added 10.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,260,090
shares
|
$423 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,234,873
shares
|
$418 Million
2.71% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
2,094,165
shares
|
$392 Million
5.05% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
2,076,263
shares
|
$389 Million
15.17% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
1,702,382
shares
|
$319 Million
3.77% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 13, 2025 Q3 2025 |
1,692,463
shares
|
$317 Million
9.09% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
1,691,186
shares
|
$317 Million
4.4% of portfolio
|
Q3 2025
Added 76.57%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,583,681
shares
|
$296 Million
0.28% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Waldron Private Wealth LLC
|
Oct 29, 2025 Q3 2025 |
1,514,464
shares
|
$283 Million
11.49% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Members Trust CO
|
Nov 14, 2025 Q3 2025 |
1,498,891
shares
|
$281 Million
9.28% of portfolio
|
Q3 2025
Reduced 0.55%
|
|
|
Facet Wealth, Inc.
|
Oct 30, 2025 Q3 2025 |
1,485,218
shares
|
$278 Million
5.74% of portfolio
|
Q3 2025
Added 3.81%
|
|
|
Lincoln National Corp
|
Nov 06, 2025 Q3 2025 |
1,480,469
shares
|
$277 Million
7.92% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
1,456,404
shares
|
$273 Million
11.82% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
1,453,590
shares
|
$272 Million
0.46% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
1,448,164
shares
|
$271 Million
0.59% of portfolio
|
Q3 2025
Added 1.05%
|
|