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 2,291 institutions that hold shares in the stock, with a total of 535 Million shares, which have been reported (via 13F filing form) to have a value of $94.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
204,163
shares
|
$36.1 Million
5.19% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
203,856
shares
|
$36 Million
0.82% of portfolio
|
Q3 2024
Reduced 17.47%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
203,287
shares
|
$35.9 Million
3.02% of portfolio
|
Q3 2024
Added 14.51%
|
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
202,188
shares
|
$35.7 Million
11.75% of portfolio
|
Q4 2023
Added 1.39%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
198,966
shares
|
$35.1 Million
8.86% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Nov 04, 2024 Q3 2024 |
197,345
shares
|
$34.9 Million
9.26% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
196,725
shares
|
$34.7 Million
4.08% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
194,588
shares
|
$34.4 Million
0.98% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
191,171
shares
|
$33.8 Million
0.67% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
190,833
shares
|
$33.7 Million
4.08% of portfolio
|
Q2 2024
Reduced 69.93%
|
|
|
Cornerstone Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
184,554
shares
|
$32.6 Million
8.96% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Sageworth Trust CO
|
Oct 24, 2024 Q3 2024 |
183,243
shares
|
$32.4 Million
1.92% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
182,058
shares
|
$32.2 Million
0.75% of portfolio
|
Q3 2024
Reduced 19.41%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
181,350
shares
|
$32 Million
2.74% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
180,825
shares
|
$31.9 Million
5.5% of portfolio
|
Q3 2024
Added 56.95%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Oct 28, 2024 Q3 2024 |
180,211
shares
|
$31.8 Million
24.64% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
179,643
shares
|
$31.7 Million
1.95% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
179,643
shares
|
$31.7 Million
1.91% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
179,624
shares
|
$31.7 Million
13.38% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
177,856
shares
|
$31.4 Million
8.21% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
|
Fee Only Financial Planning, L.C.
Okatie, SC |
Nov 01, 2024 Q3 2024 |
177,066
shares
|
$31.3 Million
19.8% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
177,025
shares
|
$31.3 Million
22.9% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
O'Dell Group, LLC
Cincinnati, OH |
Nov 13, 2024 Q3 2024 |
176,700
shares
|
$31.2 Million
7.29% of portfolio
|
Q3 2024
Added 1487.89%
|
|
|
Olio Financial Planning
|
Oct 15, 2024 Q3 2024 |
175,566
shares
|
$31 Million
11.47% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
174,039
shares
|
$30.7 Million
1.36% of portfolio
|
Q3 2024
Added 8.53%
|