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 2,646 institutions that hold shares in the stock, with a total of 564 Million shares, which have been reported (via 13F filing form) to have a value of $100 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,358,772
shares
|
$598 Million
0.48% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
3,319,037
shares
|
$591 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,301,015
shares
|
$588 Million
3.31% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,235,790
shares
|
$576 Million
0.86% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,136,589
shares
|
$558 Million
0.99% of portfolio
|
Q2 2025
Added 27.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,133,973
shares
|
$558 Million
0.72% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
2,561,737
shares
|
$456 Million
4.96% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,383,097
shares
|
$424 Million
3.44% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
2,325,179
shares
|
$414 Million
8.94% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,260,090
shares
|
$402 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,246,630
shares
|
$400 Million
0.2% of portfolio
|
Q2 2025
Added 48.79%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
2,164,254
shares
|
$385 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
2,143,783
shares
|
$382 Million
5.66% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
2,056,535
shares
|
$366 Million
16.1% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,832,006
shares
|
$326 Million
0.75% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,786,452
shares
|
$318 Million
4.31% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
1,747,771
shares
|
$311 Million
7.69% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
1,663,047
shares
|
$296 Million
5.16% of portfolio
|
Q1 2025
Added 106.3%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,651,080
shares
|
$294 Million
3.69% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
1,507,196
shares
|
$268 Million
9.23% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,493,484
shares
|
$266 Million
0.28% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Lincoln National Corp
|
Aug 04, 2025 Q2 2025 |
1,461,382
shares
|
$260 Million
7.86% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
1,449,416
shares
|
$258 Million
11.22% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,433,086
shares
|
$255 Million
0.61% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,430,668
shares
|
$255 Million
5.78% of portfolio
|
Q2 2025
Reduced 13.02%
|