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 |
|---|---|---|---|---|---|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,152
shares
|
$6.02 Million
0.13% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Perfromance Wealth Partners, LLC
|
Jan 17, 2025 Q4 2024 |
34,030
shares
|
$6 Million
0.19% of portfolio
|
Q4 2024
Added 30.78%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
33,723
shares
|
$5.94 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Avant Capital LLC
Lafayette, LA |
Feb 11, 2025 Q4 2024 |
33,676
shares
|
$5.94 Million
4.79% of portfolio
|
Q4 2024
Added 7.01%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Feb 03, 2025 Q4 2024 |
33,674
shares
|
$5.93 Million
2.2% of portfolio
|
Q4 2024
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
33,649
shares
|
$5.93 Million
0.21% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
33,594
shares
|
$5.92 Million
1.22% of portfolio
|
Q4 2023
Added 4.4%
|
|
|
Journey Beyond Wealth, LLC
Roswell, GA |
Feb 11, 2025 Q4 2024 |
33,513
shares
|
$5.91 Million
5.33% of portfolio
|
Q4 2024
New holding
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
33,293
shares
|
$5.87 Million
0.99% of portfolio
|
Q4 2024
Added 26.25%
|
|
|
Marietta Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
33,218
shares
|
$5.85 Million
0.83% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Abacus Planning Group, Inc.
|
Jan 31, 2025 Q4 2024 |
33,130
shares
|
$5.84 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
33,083
shares
|
$5.83 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
32,885
shares
|
$5.8 Million
0.18% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
32,869
shares
|
$5.79 Million
1.29% of portfolio
|
Q1 2024
Added 6.26%
|
|
|
Santori & Peters, Inc.
|
Jan 28, 2025 Q4 2024 |
32,817
shares
|
$5.78 Million
2.14% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
32,610
shares
|
$5.75 Million
0.31% of portfolio
|
Q4 2024
Reduced 18.41%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
32,585
shares
|
$5.74 Million
1.97% of portfolio
|
Q4 2024
New holding
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jan 24, 2025 Q4 2024 |
32,266
shares
|
$5.69 Million
2.85% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Bonfire Financial
Colorado Springs, CO |
Jan 29, 2025 Q4 2024 |
32,203
shares
|
$5.68 Million
4.93% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
32,139
shares
|
$5.66 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
32,106
shares
|
$5.66 Million
0.25% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
32,089
shares
|
$5.66 Million
0.56% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
32,063
shares
|
$5.65 Million
0.19% of portfolio
|
Q3 2023
Added 0.25%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
31,949
shares
|
$5.63 Million
3.53% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
31,891
shares
|
$5.62 Million
2.11% of portfolio
|
Q4 2024
Reduced 4.12%
|