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 2,462 institutions that hold shares in the stock, with a total of 534 Million shares, which have been reported (via 13F filing form) to have a value of $94.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
67,907
shares
|
$12 Million
1.08% of portfolio
|
Q4 2024
Added 2.66%
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
67,422
shares
|
$11.9 Million
9.6% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
67,210
shares
|
$11.8 Million
6.86% of portfolio
|
Q4 2024
Reduced 21.72%
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
66,872
shares
|
$11.8 Million
3.23% of portfolio
|
Q4 2024
Added 1.64%
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
66,463
shares
|
$11.7 Million
2.39% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
Systelligence, LLC
|
Jan 31, 2025 Q4 2024 |
66,090
shares
|
$11.6 Million
2.95% of portfolio
|
Q4 2024
Reduced 18.31%
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
65,868
shares
|
$11.6 Million
4.52% of portfolio
|
Q3 2024
Added 13.08%
|
|
Red Wave Investments LLC
Dillsburg, PA |
Feb 03, 2025 Q4 2024 |
65,825
shares
|
$11.6 Million
4.35% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
Emerald Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
65,419
shares
|
$11.5 Million
1.53% of portfolio
|
Q4 2024
Added 3.07%
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
65,196
shares
|
$11.5 Million
6.09% of portfolio
|
Q4 2024
Added 15.71%
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
65,086
shares
|
$11.5 Million
0.82% of portfolio
|
Q4 2024
Added 5.82%
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
64,961
shares
|
$11.4 Million
1.94% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
64,402
shares
|
$11.4 Million
0.13% of portfolio
|
Q3 2024
Added 7.32%
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
64,214
shares
|
$11.3 Million
3.02% of portfolio
|
Q4 2024
Added 1.03%
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
63,306
shares
|
$11.2 Million
1.49% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
5th Street Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
63,239
shares
|
$11.1 Million
5.57% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
62,782
shares
|
$11.1 Million
0.35% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
62,420
shares
|
$11 Million
3.62% of portfolio
|
Q4 2024
Added 4.72%
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
62,304
shares
|
$11 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
Mokosak Advisory Group, LLC
|
Jan 24, 2025 Q4 2024 |
61,276
shares
|
$10.8 Million
3.11% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
60,986
shares
|
$10.7 Million
0.37% of portfolio
|
Q4 2024
Added 6.34%
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
60,881
shares
|
$10.7 Million
0.07% of portfolio
|
Q4 2024
Added 6.0%
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jan 31, 2025 Q4 2024 |
60,843
shares
|
$10.7 Million
2.49% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
60,824
shares
|
$10.7 Million
0.37% of portfolio
|
Q4 2024
Reduced 22.76%
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
60,528
shares
|
$10.7 Million
2.48% of portfolio
|
Q4 2024
Added 7.55%
|