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 2,603 institutions that hold shares in the stock, with a total of 558 Million shares, which have been reported (via 13F filing form) to have a value of $95.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
865,127
shares
|
$148 Million
1.71% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
848,185
shares
|
$145 Million
11.74% of portfolio
|
Q1 2025
Added 14.31%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
842,445
shares
|
$144 Million
0.74% of portfolio
|
Q1 2025
Reduced 13.28%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
796,525
shares
|
$137 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
|
$135 Million
25.38% of portfolio
|
Q1 2025
Added 11.47%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
765,752
shares
|
$131 Million
0.41% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
753,029
shares
|
$129 Million
0.27% of portfolio
|
Q1 2025
Added 21.26%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
751,089
shares
|
$129 Million
24.77% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
730,590
shares
|
$125 Million
1.09% of portfolio
|
Q1 2025
Reduced 4.98%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
729,443
shares
|
$125 Million
9.23% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Mcia Inc
|
Apr 28, 2025 Q1 2025 |
728,692
shares
|
$125 Million
28.37% of portfolio
|
Q1 2025
Added 17.34%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
724,081
shares
|
$124 Million
6.82% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
689,117
shares
|
$118 Million
14.54% of portfolio
|
Q1 2025
Added 4.07%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
688,663
shares
|
$118 Million
0.11% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
674,093
shares
|
$116 Million
2.34% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
670,237
shares
|
$115 Million
0.0% of portfolio
|
Q2 2024
Added 2.23%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
668,612
shares
|
$115 Million
25.21% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
662,597
shares
|
$114 Million
5.14% of portfolio
|
Q1 2025
Added 3989.85%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
659,649
shares
|
$113 Million
0.27% of portfolio
|
Q1 2025
Added 31.68%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
657,909
shares
|
$113 Million
1.8% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Brandywine Oak Private Wealth LLC
|
May 07, 2025 Q1 2025 |
655,541
shares
|
$112 Million
11.13% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
654,529
shares
|
$112 Million
11.69% of portfolio
|
Q1 2025
Added 2.44%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
647,622
shares
|
$111 Million
0.67% of portfolio
|
Q1 2025
Added 90.89%
|
|
|
Brickley Wealth Management
|
Apr 29, 2025 Q1 2025 |
637,582
shares
|
$109 Million
22.85% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
627,807
shares
|
$108 Million
14.72% of portfolio
|
Q1 2025
Added 4.05%
|