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 2,540 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 $94.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lokken Investment Group LLC
|
Feb 12, 2025 Q4 2024 |
100,142
shares
|
$17.4 Million
7.98% of portfolio
|
Q4 2024
Reduced 12.61%
|
|
|
Compton Wealth Advisory Group, LLC
|
Jan 13, 2025 Q4 2024 |
100,064
shares
|
$17.4 Million
4.44% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
99,934
shares
|
$17.4 Million
0.17% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
99,665
shares
|
$17.3 Million
4.24% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
99,295
shares
|
$17.3 Million
0.36% of portfolio
|
Q4 2024
Reduced 19.02%
|
|
|
Matrix Private Capital Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
97,795
shares
|
$17 Million
9.62% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
97,782
shares
|
$17 Million
4.1% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
97,642
shares
|
$17 Million
4.56% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
97,514
shares
|
$16.9 Million
3.1% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
97,407
shares
|
$16.9 Million
0.09% of portfolio
|
Q2 2023
Reduced 17.32%
|
|
|
Valence8 Us LP
Cambridge, MA |
Feb 12, 2025 Q4 2024 |
97,398
shares
|
$16.9 Million
7.92% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
96,312
shares
|
$16.7 Million
8.31% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,989
shares
|
$16.7 Million
0.33% of portfolio
|
Q3 2022
Added 93.15%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
94,950
shares
|
$16.5 Million
5.3% of portfolio
|
Q4 2024
Reduced 3.24%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
94,678
shares
|
$16.5 Million
0.5% of portfolio
|
Q4 2024
Reduced 0.98%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
94,478
shares
|
$16.4 Million
1.78% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
94,389
shares
|
$16.4 Million
5.1% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Campbell Deegan Wealth Management, LLC
Richmond, VA |
Mar 11, 2025 Q4 2024 |
93,829
shares
|
$16.3 Million
19.08% of portfolio
|
Q4 2024
New holding
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
93,607
shares
|
$16.3 Million
3.2% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
93,590
shares
|
$16.3 Million
0.37% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
93,388
shares
|
$16.2 Million
1.95% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
93,211
shares
|
$16.2 Million
1.62% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
93,017
shares
|
$16.2 Million
1.1% of portfolio
|
Q4 2024
Added 11.64%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
92,725
shares
|
$16.1 Million
5.34% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Feb 10, 2025 Q4 2024 |
92,163
shares
|
$16 Million
9.98% of portfolio
|
Q4 2024
Reduced 3.84%
|