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 |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
458,999
shares
|
$78.4 Million
10.49% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Nadler Financial Group, Inc.
|
Jan 24, 2025 Q4 2024 |
449,194
shares
|
$76.7 Million
8.02% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
447,761
shares
|
$76.5 Million
2.53% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
441,200
shares
|
$75.4 Million
18.26% of portfolio
|
Q2 2024
Added 4.92%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
427,958
shares
|
$73.1 Million
4.39% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
423,323
shares
|
$72.3 Million
0.13% of portfolio
|
Q4 2024
Added 17.27%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
419,398
shares
|
$71.6 Million
2.51% of portfolio
|
Q4 2024
Added 7.2%
|
|
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
Feb 14, 2025 Q4 2024 |
415,237
shares
|
$70.9 Million
18.9% of portfolio
|
Q2 2024
Reduced 30.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
414,315
shares
|
$70.8 Million
0.94% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
399,648
shares
|
$68.3 Million
2.25% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
399,316
shares
|
$68.2 Million
8.08% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
395,864
shares
|
$67.6 Million
1.87% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
391,217
shares
|
$66.8 Million
0.1% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
389,349
shares
|
$66.5 Million
3.83% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
383,720
shares
|
$65.6 Million
7.55% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
383,236
shares
|
$65.5 Million
0.27% of portfolio
|
Q4 2024
Added 8.73%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
381,453
shares
|
$65.2 Million
1.64% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
378,859
shares
|
$64.7 Million
14.0% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
378,285
shares
|
$64.6 Million
7.24% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
376,696
shares
|
$64.4 Million
0.93% of portfolio
|
Q4 2024
Added 7.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
370,453
shares
|
$63.3 Million
0.57% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Unison Advisors LLC
|
Feb 12, 2025 Q4 2024 |
369,090
shares
|
$63.1 Million
8.01% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
365,827
shares
|
$62.5 Million
4.02% of portfolio
|
Q4 2024
Added 0.4%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
361,747
shares
|
$61.8 Million
6.81% of portfolio
|
Q3 2023
Reduced 2.74%
|
|
|
Ellevest, Inc.
|
Feb 14, 2025 Q4 2024 |
359,195
shares
|
$61.4 Million
3.54% of portfolio
|
Q4 2024
Reduced 0.74%
|