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 2,670 institutions that hold shares in the stock, with a total of 565 Million shares, which have been reported (via 13F filing form) to have a value of $105 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
151,517
shares
|
$28 Million
12.08% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
149,133
shares
|
$27.6 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
Aug 14, 2025 Q2 2025 |
147,963
shares
|
$27.4 Million
33.67% of portfolio
|
Q2 2025
Reduced 64.37%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
143,156
shares
|
$26.5 Million
1.56% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
143,147
shares
|
$26.5 Million
0.5% of portfolio
|
Q2 2025
Reduced 5.01%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
142,784
shares
|
$26.4 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
142,417
shares
|
$26.3 Million
1.25% of portfolio
|
Q2 2025
Reduced 35.74%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
139,977
shares
|
$25.9 Million
9.23% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
139,893
shares
|
$25.9 Million
7.65% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
139,552
shares
|
$25.8 Million
4.47% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
139,549
shares
|
$25.8 Million
0.74% of portfolio
|
Q3 2022
Added 6.71%
|
|
|
Aaf Wealth Management, LLC
|
Aug 05, 2025 Q2 2025 |
139,387
shares
|
$25.8 Million
11.36% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
138,701
shares
|
$25.6 Million
2.36% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
138,204
shares
|
$25.6 Million
4.67% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
138,125
shares
|
$25.5 Million
4.59% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
137,517
shares
|
$25.4 Million
1.49% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
137,178
shares
|
$25.4 Million
2.83% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
136,306
shares
|
$25.2 Million
5.83% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
135,974
shares
|
$25.1 Million
4.81% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
Rochester Wealth Strategies, LLC
Rochester, MI |
Jul 22, 2025 Q2 2025 |
135,787
shares
|
$25.1 Million
17.21% of portfolio
|
Q2 2025
Added 10.49%
|
|
|
Copperwynd Financial, LLC
|
Jul 23, 2025 Q2 2025 |
135,480
shares
|
$25.1 Million
5.99% of portfolio
|
Q2 2025
Added 5.47%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
135,372
shares
|
$25 Million
0.45% of portfolio
|
Q2 2025
Reduced 6.11%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
135,113
shares
|
$25 Million
0.5% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
135,105
shares
|
$25 Million
3.04% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
134,793
shares
|
$24.9 Million
0.49% of portfolio
|
Q2 2025
Added 0.53%
|