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 2,369 institutions that hold shares in the stock, with a total of 520 Million shares, which have been reported (via 13F filing form) to have a value of $91.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,999,330
shares
|
$530 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,910,271
shares
|
$514 Million
3.4% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,741,128
shares
|
$484 Million
4.25% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
2,562,948
shares
|
$453 Million
4.78% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
2,549,182
shares
|
$450 Million
0.54% of portfolio
|
Q4 2024
Reduced 99.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,279,319
shares
|
$403 Million
0.58% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,260,090
shares
|
$399 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,253,375
shares
|
$398 Million
0.89% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,198,818
shares
|
$389 Million
9.37% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
2,163,588
shares
|
$382 Million
5.33% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
2,020,472
shares
|
$357 Million
11.77% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,893,834
shares
|
$335 Million
17.17% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,774,812
shares
|
$314 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,745,439
shares
|
$308 Million
0.06% of portfolio
|
Q3 2024
Reduced 23.99%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Jan 31, 2025 Q4 2024 |
1,726,139
shares
|
$305 Million
30.3% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,639,211
shares
|
$290 Million
0.82% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,622,705
shares
|
$287 Million
7.86% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
1,611,681
shares
|
$285 Million
6.06% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,584,817
shares
|
$280 Million
2.99% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,506,793
shares
|
$266 Million
3.38% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,458,829
shares
|
$258 Million
0.93% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,428,737
shares
|
$252 Million
5.03% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,394,505
shares
|
$246 Million
0.26% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,366,708
shares
|
$241 Million
0.48% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,359,036
shares
|
$240 Million
1.19% of portfolio
|
Q3 2024
Added 2.17%
|