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 |
|---|---|---|---|---|---|
|
Bip Wealth, LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
329,979
shares
|
$61.8 Million
2.26% of portfolio
|
Q3 2025
Reduced 4.58%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
329,165
shares
|
$61.6 Million
2.79% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
326,927
shares
|
$61.2 Million
18.23% of portfolio
|
Q3 2023
Added 0.53%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
325,567
shares
|
$60.9 Million
12.44% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
323,605
shares
|
$60.6 Million
7.43% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
321,270
shares
|
$60.1 Million
0.11% of portfolio
|
Q3 2025
Added 25.52%
|
|
|
Olio Financial Planning
|
Oct 16, 2025 Q3 2025 |
317,127
shares
|
$59.4 Million
17.4% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
316,403
shares
|
$59.2 Million
6.29% of portfolio
|
Q3 2025
Added 0.91%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
314,712
shares
|
$58.9 Million
5.53% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
312,819
shares
|
$58.5 Million
0.2% of portfolio
|
Q3 2025
Added 3.79%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
312,609
shares
|
$58.5 Million
1.29% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
308,390
shares
|
$57.7 Million
17.18% of portfolio
|
Q4 2022
Reduced 6.48%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
307,832
shares
|
$57.6 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Partners In Financial Planning
Salem, VA |
Nov 10, 2025 Q3 2025 |
301,476
shares
|
$56.4 Million
9.72% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
300,344
shares
|
$56.2 Million
1.87% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
299,321
shares
|
$56 Million
8.39% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
298,535
shares
|
$55.9 Million
0.95% of portfolio
|
Q3 2025
Added 5.34%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
293,726
shares
|
$55 Million
3.58% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
287,791
shares
|
$53.9 Million
0.81% of portfolio
|
Q3 2025
Added 259.23%
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
286,522
shares
|
$53.6 Million
8.38% of portfolio
|
Q3 2025
Added 8.43%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
281,422
shares
|
$52.7 Million
0.25% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
279,555
shares
|
$52.3 Million
0.17% of portfolio
|
Q3 2025
Reduced 3.76%
|
|
|
Bishop & CO Investment Management, LLC
|
Oct 30, 2025 Q3 2025 |
279,081
shares
|
$52.2 Million
17.41% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
276,053
shares
|
$51.7 Million
0.29% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
274,500
shares
|
$51.4 Million
0.5% of portfolio
|
Q2 2025
Added 30.76%
|
|