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 2,416 institutions that hold shares in the stock, with a total of 532 Million shares, which have been reported (via 13F filing form) to have a value of $94.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$239 Million
1.19% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
1,354,336
shares
|
$239 Million
11.74% of portfolio
|
Q4 2024
Added 50.63%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
1,315,696
shares
|
$232 Million
9.0% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,224,307
shares
|
$216 Million
0.49% of portfolio
|
Q3 2023
Added 1.22%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,197,501
shares
|
$211 Million
8.05% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,182,814
shares
|
$208 Million
0.12% of portfolio
|
Q3 2024
Added 13.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
1,163,397
shares
|
$205 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,156,770
shares
|
$204 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Nov 14, 2024 Q3 2024 |
1,149,748
shares
|
$203 Million
21.92% of portfolio
|
Q3 2024
Added 4.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,134,246
shares
|
$200 Million
2.5% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,133,747
shares
|
$200 Million
1.32% of portfolio
|
Q3 2024
Added 3438.54%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,111,115
shares
|
$196 Million
1.96% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
1,068,550
shares
|
$188 Million
12.26% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
1,029,869
shares
|
$181 Million
0.38% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
1,019,411
shares
|
$180 Million
0.61% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,013,848
shares
|
$179 Million
0.99% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,000,849
shares
|
$176 Million
0.32% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
943,704
shares
|
$166 Million
2.29% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
914,668
shares
|
$161 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
901,424
shares
|
$159 Million
0.91% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Nov 13, 2024 Q3 2024 |
894,868
shares
|
$158 Million
5.74% of portfolio
|
Q3 2021
Added 0.3%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
877,747
shares
|
$155 Million
2.49% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
857,840
shares
|
$151 Million
1.75% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
855,112
shares
|
$151 Million
0.99% of portfolio
|
Q3 2024
Added 6.79%
|