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 2,559 institutions that hold shares in the stock, with a total of 547 Million shares, which have been reported (via 13F filing form) to have a value of $93.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
357,996
shares
|
$61.2 Million
1.87% of portfolio
|
Q2 2020
Added 6.63%
|
|
|
Japan Science & Technology Agency
Tokyo, M0 |
Jan 27, 2025 Q4 2024 |
357,328
shares
|
$61 Million
1.04% of portfolio
|
Q4 2024
Reduced 54.92%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
357,306
shares
|
$61 Million
1.07% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
356,361
shares
|
$60.9 Million
2.26% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
355,569
shares
|
$60.7 Million
0.0% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
354,532
shares
|
$60.6 Million
4.42% of portfolio
|
Q4 2022
Added 0.59%
|
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
354,498
shares
|
$60.6 Million
9.54% of portfolio
|
Q1 2024
Reduced 31.64%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
350,294
shares
|
$59.8 Million
3.11% of portfolio
|
Q3 2022
Added 1.55%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
347,303
shares
|
$59.3 Million
3.93% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Condor Capital Management
Martinsville, NJ |
Feb 11, 2025 Q4 2024 |
345,015
shares
|
$58.9 Million
5.24% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
344,709
shares
|
$58.9 Million
7.27% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
342,935
shares
|
$58.6 Million
4.67% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
339,257
shares
|
$58 Million
0.58% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
337,856
shares
|
$57.7 Million
1.1% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Pathway Financial Advisors LLC
|
Apr 16, 2025 Q1 2025 |
335,837
shares
|
$57.4 Million
11.09% of portfolio
|
Q1 2025
Added 14.87%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
334,975
shares
|
$57.2 Million
12.96% of portfolio
|
Q1 2025
Added 11.04%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
326,927
shares
|
$55.8 Million
18.23% of portfolio
|
Q3 2023
Added 0.53%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
326,086
shares
|
$55.7 Million
0.32% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Clark Asset Management, LLC
Stratham, NH |
Apr 02, 2025 Q4 2024 |
324,739
shares
|
$55.5 Million
10.27% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
320,022
shares
|
$54.7 Million
3.28% of portfolio
|
Q4 2024
Added 10.36%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
312,000
shares
|
$53.3 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
308,390
shares
|
$52.7 Million
17.18% of portfolio
|
Q4 2022
Reduced 6.48%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
306,526
shares
|
$52.4 Million
8.47% of portfolio
|
Q4 2024
Reduced 0.15%
|