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 |
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
872,785
shares
|
$155 Million
0.93% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
865,127
shares
|
$154 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
842,445
shares
|
$150 Million
0.74% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
823,862
shares
|
$147 Million
0.42% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
796,525
shares
|
$142 Million
2.39% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
787,828
shares
|
$140 Million
25.38% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
774,481
shares
|
$138 Million
22.46% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
753,725
shares
|
$134 Million
8.94% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
753,029
shares
|
$134 Million
0.27% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 08, 2025 Q2 2025 |
733,563
shares
|
$131 Million
0.35% of portfolio
|
Q2 2025
Added 24.87%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
716,208
shares
|
$127 Million
1.73% of portfolio
|
Q2 2025
Reduced 27.1%
|
|
|
Mcia Inc
|
Jul 29, 2025 Q2 2025 |
703,338
shares
|
$125 Million
24.0% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
699,001
shares
|
$124 Million
0.11% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Aug 08, 2025 Q2 2025 |
687,740
shares
|
$122 Million
13.27% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
685,866
shares
|
$122 Million
14.23% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
672,510
shares
|
$120 Million
11.06% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
670,761
shares
|
$119 Million
1.95% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
670,237
shares
|
$119 Million
0.0% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
668,612
shares
|
$119 Million
25.21% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
667,781
shares
|
$119 Million
1.7% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
659,649
shares
|
$117 Million
0.27% of portfolio
|
Q1 2025
Added 31.68%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
654,529
shares
|
$116 Million
11.69% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
649,083
shares
|
$116 Million
0.47% of portfolio
|
Q2 2025
Reduced 30.47%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
640,266
shares
|
$114 Million
22.16% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
624,174
shares
|
$111 Million
13.45% of portfolio
|
Q2 2025
Reduced 0.58%
|