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 |
|---|---|---|---|---|---|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
441,200
shares
|
$77.7 Million
18.26% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
436,570
shares
|
$76.9 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
Nov 14, 2024 Q3 2024 |
415,237
shares
|
$73.2 Million
17.69% of portfolio
|
Q2 2024
Reduced 30.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
414,315
shares
|
$73 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
411,508
shares
|
$72.5 Million
0.1% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
399,705
shares
|
$70.4 Million
4.15% of portfolio
|
Q3 2024
Added 12386.88%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
399,648
shares
|
$70.4 Million
2.25% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
399,316
shares
|
$70.4 Million
8.08% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
391,229
shares
|
$68.9 Million
2.69% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
389,349
shares
|
$68.6 Million
3.83% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
383,720
shares
|
$67.6 Million
7.55% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
383,236
shares
|
$67.5 Million
0.27% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
382,104
shares
|
$67.3 Million
1.81% of portfolio
|
Q3 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
378,859
shares
|
$66.8 Million
14.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
378,285
shares
|
$66.7 Million
7.24% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
376,696
shares
|
$66.4 Million
0.93% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
375,146
shares
|
$66.1 Million
7.91% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
372,827
shares
|
$65.7 Million
3.35% of portfolio
|
Q3 2024
Added 76.18%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
372,083
shares
|
$65.6 Million
4.23% of portfolio
|
Q1 2024
Reduced 30.66%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
370,453
shares
|
$65.3 Million
0.57% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
369,284
shares
|
$65.1 Million
0.66% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
365,827
shares
|
$64.5 Million
4.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
363,569
shares
|
$64.1 Million
1.47% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
361,870
shares
|
$63.8 Million
3.51% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
361,747
shares
|
$63.7 Million
6.81% of portfolio
|
Q3 2023
Reduced 2.74%
|