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 2,369 institutions that hold shares in the stock, with a total of 520 Million shares, which have been reported (via 13F filing form) to have a value of $91.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
298,653
shares
|
$52.8 Million
8.36% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
292,366
shares
|
$51.7 Million
11.75% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
291,118
shares
|
$51.4 Million
0.94% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
290,665
shares
|
$51.4 Million
0.08% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
289,985
shares
|
$51.2 Million
3.43% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
288,210
shares
|
$50.9 Million
3.19% of portfolio
|
Q3 2024
Reduced 2.21%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
287,996
shares
|
$50.9 Million
0.2% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
286,540
shares
|
$50.6 Million
0.11% of portfolio
|
Q4 2024
Added 1.74%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
284,417
shares
|
$50.3 Million
1.32% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
282,245
shares
|
$49.9 Million
13.73% of portfolio
|
Q3 2024
Added 19.7%
|
|
|
Olio Financial Planning
|
Jan 21, 2025 Q4 2024 |
282,070
shares
|
$49.8 Million
16.8% of portfolio
|
Q4 2024
Added 60.66%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
271,393
shares
|
$48 Million
1.03% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
269,118
shares
|
$47.6 Million
7.76% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,256
shares
|
$47.4 Million
0.56% of portfolio
|
Q3 2023
Added 2.09%
|
|
|
Bishop & CO Investment Management, LLC
|
Nov 12, 2024 Q3 2024 |
265,665
shares
|
$46.9 Million
17.66% of portfolio
|
Q3 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
265,432
shares
|
$46.9 Million
0.87% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
259,655
shares
|
$45.9 Million
0.15% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
259,342
shares
|
$45.8 Million
7.82% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
|
Gleason Group, Inc.
|
Jan 13, 2025 Q4 2024 |
255,009
shares
|
$45.1 Million
7.61% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
254,937
shares
|
$45 Million
0.18% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
254,487
shares
|
$45 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
253,270
shares
|
$44.8 Million
8.37% of portfolio
|
Q3 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
253,021
shares
|
$44.7 Million
2.32% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jan 13, 2025 Q4 2024 |
252,696
shares
|
$44.7 Million
7.57% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
251,543
shares
|
$44.4 Million
3.32% of portfolio
|
Q3 2024
Added 6.18%
|