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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
18,907
shares
|
$3.5 Million
0.33% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
18,876
shares
|
$3.49 Million
0.49% of portfolio
|
Q2 2025
Added 40.63%
|
|
|
Claris Financial LLC
Glen Allen, VA |
Aug 26, 2025 Q2 2025 |
18,854
shares
|
$3.49 Million
2.8% of portfolio
|
Q2 2025
Reduced 24.97%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
18,834
shares
|
$3.48 Million
0.13% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
American Alpha Advisors, LLC
New York, NY |
Aug 07, 2025 Q2 2025 |
18,826
shares
|
$3.48 Million
2.6% of portfolio
|
Q2 2025
Reduced 25.95%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
18,697
shares
|
$3.46 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
18,667
shares
|
$3.45 Million
0.4% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Northeast Investment Management
|
Jul 29, 2025 Q2 2025 |
18,610
shares
|
$3.44 Million
0.14% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2025 Q2 2025 |
18,606
shares
|
$3.44 Million
0.03% of portfolio
|
Q2 2025
Added 67.11%
|
|
|
L.K. Benson & Company, P.C.
Baltimore, MD |
Jul 23, 2025 Q2 2025 |
18,277
shares
|
$3.38 Million
1.98% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Weitzel Financial Services, Inc.
|
Aug 12, 2025 Q2 2025 |
18,221
shares
|
$3.37 Million
1.38% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
18,142
shares
|
$3.36 Million
0.21% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
17,989
shares
|
$3.33 Million
0.22% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Peak Retirement Planning, Inc.
Columbus, OH |
Feb 20, 2025 Q4 2024 |
17,869
shares
|
$3.3 Million
2.04% of portfolio
|
Q4 2024
New holding
|
|
|
Prospera Capital Management, LLC
Gilbert, AZ |
Aug 28, 2025 Q2 2025 |
17,798
shares
|
$3.29 Million
1.48% of portfolio
|
Q2 2025
Added 5.05%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
17,774
shares
|
$3.29 Million
0.31% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
17,731
shares
|
$3.28 Million
0.77% of portfolio
|
Q3 2023
New holding
|
|
|
Switch Point Financial Planning, LLC
Lehi, UT |
Aug 01, 2025 Q2 2025 |
17,673
shares
|
$3.27 Million
2.56% of portfolio
|
Q2 2025
Added 13.89%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
17,568
shares
|
$3.25 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
17,516
shares
|
$3.24 Million
0.02% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
17,489
shares
|
$3.23 Million
0.22% of portfolio
|
Q2 2025
Reduced 41.04%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
17,489
shares
|
$3.23 Million
0.0% of portfolio
|
Q3 2022
Added 39.69%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
17,344
shares
|
$3.21 Million
0.03% of portfolio
|
Q2 2025
Added 5.78%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jul 29, 2025 Q2 2025 |
17,340
shares
|
$3.21 Million
1.2% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
17,313
shares
|
$3.2 Million
0.13% of portfolio
|
Q2 2025
Added 8.28%
|