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 |
---|---|---|---|---|---|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
1,388,095
shares
|
$257 Million
2.02% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
Money Design Co.,Ltd.
|
Jul 30, 2025 Q2 2025 |
1,384,981
shares
|
$256 Million
11.43% of portfolio
|
Q2 2025
Added 4.99%
|
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
Aug 06, 2025 Q2 2025 |
1,312,143
shares
|
$243 Million
20.86% of portfolio
|
Q2 2025
Added 5.23%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
1,302,751
shares
|
$241 Million
0.66% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,278,563
shares
|
$236 Million
0.08% of portfolio
|
Q2 2025
Added 367.97%
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
1,238,954
shares
|
$229 Million
2.36% of portfolio
|
Q2 2025
Added 2.06%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
1,224,307
shares
|
$226 Million
0.49% of portfolio
|
Q3 2023
Added 1.22%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
1,216,321
shares
|
$225 Million
0.28% of portfolio
|
Q2 2025
Added 120.94%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,179,606
shares
|
$218 Million
0.37% of portfolio
|
Q2 2025
Added 1.59%
|
|
Foster Group, Inc.
|
Jul 14, 2025 Q2 2025 |
1,174,792
shares
|
$217 Million
7.42% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
1,156,770
shares
|
$214 Million
1.3% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
1,125,824
shares
|
$208 Million
1.73% of portfolio
|
Q2 2025
Reduced 8.85%
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
1,114,581
shares
|
$206 Million
0.91% of portfolio
|
Q4 2024
Added 3.93%
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
1,100,811
shares
|
$204 Million
2.17% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
1,064,941
shares
|
$197 Million
10.05% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
1,045,586
shares
|
$193 Million
1.06% of portfolio
|
Q2 2025
Added 1.98%
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,000,306
shares
|
$185 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
959,938
shares
|
$178 Million
0.52% of portfolio
|
Q2 2025
Added 0.58%
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
957,799
shares
|
$177 Million
2.83% of portfolio
|
Q2 2025
Added 257.41%
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
928,740
shares
|
$172 Million
11.83% of portfolio
|
Q2 2025
Added 9.5%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
914,543
shares
|
$169 Million
0.88% of portfolio
|
Q2 2025
Added 4.78%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
911,360
shares
|
$169 Million
1.72% of portfolio
|
Q2 2025
Added 5.34%
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 13, 2025 Q2 2025 |
911,306
shares
|
$169 Million
1.38% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
907,305
shares
|
$168 Million
2.42% of portfolio
|
Q2 2025
Added 1.82%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
894,868
shares
|
$165 Million
5.67% of portfolio
|
Q3 2021
Added 0.3%
|