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 2,462 institutions that hold shares in the stock, with a total of 534 Million shares, which have been reported (via 13F filing form) to have a value of $94.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Leeward Financial Partners, LLC
|
Feb 12, 2025 Q4 2024 |
78,999
shares
|
$13.9 Million
4.83% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
78,822
shares
|
$13.9 Million
1.6% of portfolio
|
Q4 2024
Reduced 3.52%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Nov 07, 2024 Q3 2024 |
78,797
shares
|
$13.9 Million
9.84% of portfolio
|
Q3 2024
Added 6.32%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
78,531
shares
|
$13.8 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Symmetry Partners, LLC
|
Feb 11, 2025 Q4 2024 |
78,287
shares
|
$13.8 Million
1.89% of portfolio
|
Q4 2024
Added 12.33%
|
|
|
Tkg Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
76,880
shares
|
$13.5 Million
6.51% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
76,853
shares
|
$13.5 Million
2.59% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
76,422
shares
|
$13.5 Million
4.59% of portfolio
|
Q4 2024
Added 13.98%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
76,303
shares
|
$13.4 Million
2.32% of portfolio
|
Q4 2024
Added 17.21%
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
76,219
shares
|
$13.4 Million
1.44% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
75,830
shares
|
$13.4 Million
2.03% of portfolio
|
Q4 2024
Added 14.96%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
75,432
shares
|
$13.3 Million
0.5% of portfolio
|
Q4 2024
Added 126.6%
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
75,276
shares
|
$13.3 Million
5.93% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
75,150
shares
|
$13.2 Million
0.85% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
75,020
shares
|
$13.2 Million
3.52% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Latigo Investments, LLC
|
Feb 05, 2025 Q4 2024 |
74,917
shares
|
$13.2 Million
6.52% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
74,550
shares
|
$13.1 Million
0.82% of portfolio
|
Q3 2024
Added 23.17%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Nov 14, 2024 Q3 2024 |
73,632
shares
|
$13 Million
11.9% of portfolio
|
Q3 2024
Added 3.99%
|
|
|
Financial Advisory Partners, LLC
Winter Park, FL |
Jan 27, 2025 Q4 2024 |
73,116
shares
|
$12.9 Million
4.11% of portfolio
|
Q4 2024
Added 2.82%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
72,507
shares
|
$12.8 Million
0.66% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
72,344
shares
|
$12.7 Million
1.9% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Valley Financial Management, Inc.
New York, NY |
Aug 14, 2023 Q2 2023 |
72,313
shares
|
$12.7 Million
5.32% of portfolio
|
Q2 2023
New holding
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
71,545
shares
|
$12.6 Million
4.06% of portfolio
|
Q3 2024
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
71,526
shares
|
$12.6 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
71,149
shares
|
$12.5 Million
1.28% of portfolio
|
Q4 2024
Added 5.39%
|