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 2,633 institutions that hold shares in the stock, with a total of 562 Million shares, which have been reported (via 13F filing form) to have a value of $101 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,358,772
shares
|
$601 Million
0.48% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
3,319,037
shares
|
$594 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.39%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,302,372
shares
|
$591 Million
3.56% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,235,790
shares
|
$579 Million
0.86% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
2,924,994
shares
|
$523 Million
0.71% of portfolio
|
Q1 2025
Added 19.24%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
2,561,737
shares
|
$458 Million
4.96% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
2,452,043
shares
|
$439 Million
0.86% of portfolio
|
Q1 2025
Added 4.96%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
2,383,097
shares
|
$426 Million
3.44% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
2,264,782
shares
|
$405 Million
9.66% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,260,090
shares
|
$404 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
2,164,254
shares
|
$387 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
2,143,783
shares
|
$383 Million
5.66% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
2,002,853
shares
|
$358 Million
16.95% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
1,832,006
shares
|
$328 Million
0.75% of portfolio
|
Q4 2024
Added 10.21%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
1,821,656
shares
|
$326 Million
7.66% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
1,786,452
shares
|
$320 Million
4.31% of portfolio
|
Q1 2025
Added 4.13%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2025 Q1 2025 |
1,663,047
shares
|
$297 Million
5.16% of portfolio
|
Q1 2025
Added 106.3%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
1,662,744
shares
|
$297 Million
3.96% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Facet Wealth, Inc.
|
May 07, 2025 Q1 2025 |
1,644,766
shares
|
$294 Million
7.43% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
1,626,988
shares
|
$291 Million
9.8% of portfolio
|
Q1 2025
Reduced 19.47%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
1,586,290
shares
|
$284 Million
0.76% of portfolio
|
Q1 2025
Reduced 4.18%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,576,570
shares
|
$282 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.13%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,509,889
shares
|
$270 Million
0.14% of portfolio
|
Q1 2025
Added 40.0%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
1,493,484
shares
|
$267 Million
0.28% of portfolio
|
Q1 2025
Added 3.77%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
1,443,881
shares
|
$258 Million
11.81% of portfolio
|
Q1 2025
Added 9.74%
|