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 |
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
476,873
shares
|
$84.9 Million
5.24% of portfolio
|
Q4 2023
Added 3.22%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
473,269
shares
|
$84.2 Million
4.96% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
468,596
shares
|
$83.4 Million
4.3% of portfolio
|
Q4 2022
Added 0.49%
|
|
|
Nadler Financial Group, Inc.
|
Jul 25, 2025 Q2 2025 |
464,852
shares
|
$82.7 Million
8.42% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
462,205
shares
|
$82.3 Million
2.44% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
458,404
shares
|
$81.6 Million
9.56% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
441,200
shares
|
$78.5 Million
18.26% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
437,227
shares
|
$77.8 Million
2.13% of portfolio
|
Q1 2025
Added 4.25%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
May 08, 2025 Q1 2025 |
432,228
shares
|
$76.9 Million
0.14% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Pathway Financial Advisors LLC
|
Jul 25, 2025 Q2 2025 |
428,204
shares
|
$76.2 Million
12.15% of portfolio
|
Q2 2025
Added 27.5%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
422,697
shares
|
$75.2 Million
14.94% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
May 15, 2025 Q1 2025 |
415,237
shares
|
$73.9 Million
60.58% of portfolio
|
Q2 2024
Reduced 30.7%
|
|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
412,041
shares
|
$73.3 Million
8.02% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
411,778
shares
|
$73.3 Million
0.92% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
404,001
shares
|
$71.9 Million
3.93% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
398,926
shares
|
$71 Million
0.0% of portfolio
|
Q2 2025
Added 4.95%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
394,685
shares
|
$70.2 Million
1.01% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Aug 01, 2025 Q2 2025 |
391,987
shares
|
$69.8 Million
9.44% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
382,733
shares
|
$68.1 Million
0.03% of portfolio
|
Q2 2025
Added 190.44%
|
|
|
Unison Advisors LLC
|
Jul 29, 2025 Q2 2025 |
381,746
shares
|
$67.9 Million
8.15% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
378,676
shares
|
$67.4 Million
1.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
378,285
shares
|
$67.3 Million
7.24% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
377,494
shares
|
$67.2 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
367,855
shares
|
$65.5 Million
0.32% of portfolio
|
Q2 2025
Added 21.86%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
366,983
shares
|
$65.3 Million
1.89% of portfolio
|
Q2 2025
Reduced 49.32%
|