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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
875,974
shares
|
$157 Million
1.85% of portfolio
|
Q2 2025
Added 361.46%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
872,785
shares
|
$156 Million
0.93% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
865,127
shares
|
$155 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
842,445
shares
|
$151 Million
0.74% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
823,862
shares
|
$147 Million
0.42% of portfolio
|
Q2 2025
Added 7.59%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
796,525
shares
|
$142 Million
2.39% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2025 Q1 2025 |
787,828
shares
|
$141 Million
25.38% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
774,481
shares
|
$139 Million
22.46% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
753,725
shares
|
$135 Million
8.94% of portfolio
|
Q2 2025
Added 3.33%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
753,029
shares
|
$135 Million
0.27% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
730,590
shares
|
$131 Million
1.09% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
728,692
shares
|
$130 Million
28.37% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
724,081
shares
|
$130 Million
6.82% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
716,208
shares
|
$128 Million
1.73% of portfolio
|
Q2 2025
Reduced 27.1%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
689,117
shares
|
$123 Million
14.54% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
688,663
shares
|
$123 Million
0.11% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
674,093
shares
|
$121 Million
2.34% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 24, 2025 Q2 2025 |
672,510
shares
|
$120 Million
11.06% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
670,237
shares
|
$120 Million
0.0% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
668,612
shares
|
$120 Million
25.21% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
662,597
shares
|
$119 Million
5.14% of portfolio
|
Q1 2025
Added 3989.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
659,649
shares
|
$118 Million
0.27% of portfolio
|
Q1 2025
Added 31.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
657,909
shares
|
$118 Million
1.8% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
654,529
shares
|
$117 Million
11.69% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
647,622
shares
|
$116 Million
0.67% of portfolio
|
Q1 2025
Added 90.89%
|