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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,301,015
shares
|
$610 Million
3.31% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
3,235,790
shares
|
$598 Million
0.86% of portfolio
|
Q2 2025
Added 6.07%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
3,136,589
shares
|
$580 Million
0.99% of portfolio
|
Q2 2025
Added 27.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,133,973
shares
|
$580 Million
0.72% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
2,885,793
shares
|
$534 Million
0.07% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Churchill Management Corp
|
Jul 18, 2025 Q2 2025 |
2,561,737
shares
|
$474 Million
4.96% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
2,325,179
shares
|
$430 Million
8.94% of portfolio
|
Q2 2025
Added 2.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,260,090
shares
|
$418 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
2,246,630
shares
|
$415 Million
0.2% of portfolio
|
Q2 2025
Added 48.79%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,234,873
shares
|
$413 Million
2.71% of portfolio
|
Q2 2025
Reduced 6.22%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
2,164,254
shares
|
$400 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
2,156,130
shares
|
$399 Million
0.72% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
2,109,740
shares
|
$390 Million
5.16% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
2,056,535
shares
|
$380 Million
16.1% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,801,405
shares
|
$333 Million
3.87% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
1,747,771
shares
|
$323 Million
7.69% of portfolio
|
Q2 2025
Reduced 4.06%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,651,080
shares
|
$305 Million
3.69% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
1,551,304
shares
|
$287 Million
0.27% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Members Trust CO
|
Jul 30, 2025 Q2 2025 |
1,507,196
shares
|
$279 Million
9.23% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Lincoln National Corp
|
Aug 04, 2025 Q2 2025 |
1,461,382
shares
|
$270 Million
7.86% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Waldron Private Wealth LLC
|
Jul 31, 2025 Q2 2025 |
1,449,416
shares
|
$268 Million
11.22% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,433,086
shares
|
$265 Million
0.61% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
1,430,668
shares
|
$265 Million
5.78% of portfolio
|
Q2 2025
Reduced 13.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
1,426,340
shares
|
$264 Million
0.46% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
1,409,149
shares
|
$261 Million
11.66% of portfolio
|
Q2 2025
Added 14.27%
|