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 2,543 institutions that hold shares in the stock, with a total of 543 Million shares, which have been reported (via 13F filing form) to have a value of $92.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
1,390,678
shares
|
$238 Million
0.47% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
1,360,302
shares
|
$232 Million
1.97% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Money Design Co.,Ltd.
|
Jan 22, 2025 Q4 2024 |
1,354,336
shares
|
$231 Million
11.74% of portfolio
|
Q4 2024
Added 50.63%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
1,315,696
shares
|
$225 Million
9.0% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,224,307
shares
|
$209 Million
0.49% of portfolio
|
Q3 2023
Added 1.22%
|
|
|
Foster Group, Inc.
|
Jan 22, 2025 Q4 2024 |
1,197,501
shares
|
$205 Million
8.05% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
1,192,295
shares
|
$204 Million
21.29% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,156,770
shares
|
$198 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,147,624
shares
|
$196 Million
0.68% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,134,246
shares
|
$194 Million
2.5% of portfolio
|
Q4 2024
Reduced 4.77%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
1,122,888
shares
|
$192 Million
0.68% of portfolio
|
Q4 2024
Reduced 3.48%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,078,526
shares
|
$184 Million
0.11% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Feb 24, 2025 Q4 2024 |
1,075,228
shares
|
$184 Million
12.01% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
1,057,992
shares
|
$181 Million
0.36% of portfolio
|
Q4 2024
Added 2.73%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
1,055,755
shares
|
$180 Million
0.75% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
1,034,396
shares
|
$177 Million
0.59% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,020,025
shares
|
$174 Million
0.33% of portfolio
|
Q4 2024
Added 1.92%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
1,013,848
shares
|
$173 Million
0.99% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
1,013,656
shares
|
$173 Million
1.71% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
971,452
shares
|
$166 Million
0.96% of portfolio
|
Q4 2024
Added 7.77%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
942,136
shares
|
$161 Million
1.92% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
914,668
shares
|
$156 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Feb 12, 2025 Q4 2024 |
894,868
shares
|
$153 Million
5.61% of portfolio
|
Q3 2021
Added 0.3%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
877,747
shares
|
$150 Million
2.49% of portfolio
|
Q4 2024
Added 10.06%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
868,337
shares
|
$148 Million
0.92% of portfolio
|
Q4 2024
Added 1.55%
|