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 2,753 institutions that hold shares in the stock, with a total of 586 Million shares, which have been reported (via 13F filing form) to have a value of $110 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
654,500
shares
|
$122 Million
0.99% of portfolio
|
Q3 2025
Added 111.06%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
651,348
shares
|
$122 Million
3.15% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Brickley Wealth Management
|
Oct 22, 2025 Q3 2025 |
642,107
shares
|
$120 Million
20.89% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
633,514
shares
|
$119 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Foster Group, Inc.
|
Oct 14, 2025 Q3 2025 |
628,837
shares
|
$118 Million
3.87% of portfolio
|
Q3 2025
Reduced 46.47%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Oct 31, 2025 Q3 2025 |
616,349
shares
|
$115 Million
4.73% of portfolio
|
Q3 2025
Reduced 7.01%
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
595,203
shares
|
$111 Million
5.08% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
593,370
shares
|
$111 Million
2.73% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Oct 24, 2025 Q3 2025 |
587,713
shares
|
$110 Million
0.91% of portfolio
|
Q3 2025
Added 4.96%
|
|
|
Nepc LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
587,402
shares
|
$110 Million
2.9% of portfolio
|
Q3 2025
New holding
|
|
|
Efficient Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
586,881
shares
|
$110 Million
6.17% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 07, 2025 Q3 2025 |
583,256
shares
|
$109 Million
6.88% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
580,510
shares
|
$109 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
560,291
shares
|
$105 Million
0.92% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
556,104
shares
|
$104 Million
0.31% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
555,546
shares
|
$104 Million
2.28% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Nov 10, 2025 Q3 2025 |
550,854
shares
|
$103 Million
2.38% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Nov 10, 2025 Q3 2025 |
549,927
shares
|
$103 Million
6.42% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
534,142
shares
|
$100 Million
8.48% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
530,878
shares
|
$99.4 Million
5.01% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
525,860
shares
|
$98.4 Million
0.14% of portfolio
|
Q3 2025
Added 8.64%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
523,872
shares
|
$98 Million
9.89% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Oct 10, 2025 Q3 2025 |
517,071
shares
|
$96.8 Million
15.95% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
502,843
shares
|
$94.1 Million
0.94% of portfolio
|
Q1 2025
Added 9.03%
|
|
|
Nadler Financial Group, Inc.
|
Oct 30, 2025 Q3 2025 |
486,850
shares
|
$91.1 Million
8.67% of portfolio
|
Q3 2025
Added 4.73%
|
|