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 2,503 institutions that hold shares in the stock, with a total of 541 Million shares, which have been reported (via 13F filing form) to have a value of $95.9 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
35,077
shares
|
$6.22 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
Martel Wealth Advisors Inc
Vancouver, WA |
Jan 16, 2025 Q4 2024 |
34,803
shares
|
$6.17 Million
1.15% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
34,775
shares
|
$6.17 Million
0.53% of portfolio
|
Q4 2024
Reduced 12.09%
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
34,685
shares
|
$6.15 Million
3.75% of portfolio
|
Q4 2024
Added 6.89%
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
34,582
shares
|
$6.13 Million
2.69% of portfolio
|
Q4 2024
Added 32.68%
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Feb 13, 2025 Q4 2024 |
34,578
shares
|
$6.13 Million
1.55% of portfolio
|
Q4 2024
New holding
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
34,276
shares
|
$6.08 Million
0.72% of portfolio
|
Q4 2024
Added 0.47%
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
34,217
shares
|
$6.07 Million
0.34% of portfolio
|
Q4 2024
Added 0.31%
|
|
Trinity Financial Advisors LLC
|
Jan 10, 2025 Q4 2024 |
34,204
shares
|
$6.07 Million
2.24% of portfolio
|
Q4 2024
Reduced 42.74%
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,152
shares
|
$6.06 Million
0.13% of portfolio
|
Q3 2024
Added 16.64%
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
34,030
shares
|
$6.04 Million
0.19% of portfolio
|
Q4 2024
Added 30.78%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
34,022
shares
|
$6.03 Million
0.59% of portfolio
|
Q4 2024
Added 8.07%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
33,723
shares
|
$5.98 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
33,676
shares
|
$5.97 Million
4.79% of portfolio
|
Q4 2024
Added 7.01%
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
33,674
shares
|
$5.97 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
33,661
shares
|
$5.97 Million
0.06% of portfolio
|
Q4 2024
Added 40.51%
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
33,649
shares
|
$5.97 Million
0.21% of portfolio
|
Q4 2024
Added 6.77%
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
33,594
shares
|
$5.96 Million
1.22% of portfolio
|
Q4 2023
Added 4.4%
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
33,513
shares
|
$5.94 Million
5.33% of portfolio
|
Q4 2024
New holding
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
33,293
shares
|
$5.91 Million
0.99% of portfolio
|
Q4 2024
Added 26.25%
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
33,218
shares
|
$5.89 Million
0.83% of portfolio
|
Q4 2024
Added 2.25%
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
33,130
shares
|
$5.88 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
33,083
shares
|
$5.87 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
32,885
shares
|
$5.83 Million
0.18% of portfolio
|
Q4 2024
Added 8.29%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
32,869
shares
|
$5.83 Million
1.29% of portfolio
|
Q1 2024
Added 6.26%
|