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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
36,703
shares
|
$6.47 Million
0.46% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
36,702
shares
|
$6.47 Million
1.41% of portfolio
|
Q4 2024
Added 29.32%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
36,640
shares
|
$6.46 Million
2.42% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
36,617
shares
|
$6.45 Million
1.64% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
36,600
shares
|
$6.45 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
36,497
shares
|
$6.43 Million
2.08% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
36,434
shares
|
$6.42 Million
0.08% of portfolio
|
Q4 2024
Reduced 16.8%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
36,311
shares
|
$6.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 17.73%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
35,891
shares
|
$6.33 Million
0.4% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
35,788
shares
|
$6.31 Million
0.77% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
35,676
shares
|
$6.29 Million
0.33% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
35,503
shares
|
$6.26 Million
3.07% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
35,442
shares
|
$6.25 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.73%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
35,357
shares
|
$6.23 Million
3.03% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
35,318
shares
|
$6.22 Million
2.4% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
35,288
shares
|
$6.22 Million
1.74% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
35,138
shares
|
$6.19 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
35,082
shares
|
$6.18 Million
0.76% of portfolio
|
Q4 2024
Reduced 28.74%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
35,077
shares
|
$6.18 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
34,803
shares
|
$6.13 Million
1.15% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
34,775
shares
|
$6.13 Million
0.53% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
34,685
shares
|
$6.11 Million
3.75% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Integrated Investment Consultants, LLC
|
Jan 15, 2025 Q4 2024 |
34,276
shares
|
$6.04 Million
0.12% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
34,217
shares
|
$6.03 Million
0.34% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
34,204
shares
|
$6.03 Million
2.24% of portfolio
|
Q4 2024
Reduced 42.74%
|