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 |
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
267,698
shares
|
$47.6 Million
21.7% of portfolio
|
Q2 2025
Added 362.03%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
265,372
shares
|
$47.2 Million
0.27% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
264,247
shares
|
$47 Million
8.1% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
262,303
shares
|
$46.7 Million
7.49% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
260,596
shares
|
$46.4 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
258,379
shares
|
$46 Million
8.13% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
257,559
shares
|
$45.8 Million
2.47% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
254,993
shares
|
$45.4 Million
17.68% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
254,543
shares
|
$45.3 Million
0.55% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
254,185
shares
|
$45.2 Million
7.53% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
253,652
shares
|
$45.1 Million
8.76% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
253,213
shares
|
$45.1 Million
7.11% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
251,932
shares
|
$44.8 Million
15.9% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
249,074
shares
|
$44.3 Million
3.05% of portfolio
|
Q2 2025
Added 576.5%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
245,680
shares
|
$43.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
238,302
shares
|
$42.4 Million
6.33% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
236,503
shares
|
$42.1 Million
6.86% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
236,274
shares
|
$42.1 Million
4.34% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
233,255
shares
|
$41.5 Million
1.4% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
232,616
shares
|
$41.4 Million
5.6% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
231,920
shares
|
$41.3 Million
17.07% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
231,153
shares
|
$41.1 Million
6.73% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
230,670
shares
|
$41.1 Million
13.02% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 07, 2025 Q2 2025 |
228,422
shares
|
$40.7 Million
5.22% of portfolio
|
Q2 2025
Added 3.68%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
226,274
shares
|
$40.3 Million
3.09% of portfolio
|
Q2 2025
Added 23.19%
|