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 2,443 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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
10,285
shares
|
$1.81 Million
2.44% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
10,263
shares
|
$1.81 Million
0.36% of portfolio
|
Q1 2023
Added 0.04%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
10,247
shares
|
$1.81 Million
0.76% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jan 29, 2025 Q4 2024 |
10,246
shares
|
$1.81 Million
0.9% of portfolio
|
Q4 2024
Added 15.33%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
10,175
shares
|
$1.79 Million
1.22% of portfolio
|
Q4 2024
Added 19.42%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
10,174
shares
|
$1.79 Million
1.1% of portfolio
|
Q4 2024
Reduced 13.7%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
10,159
shares
|
$1.79 Million
0.21% of portfolio
|
Q4 2024
Added 45.69%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
10,147
shares
|
$1.79 Million
0.04% of portfolio
|
Q2 2024
Added 1.51%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Feb 07, 2025 Q4 2024 |
10,145
shares
|
$1.79 Million
0.36% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
10,133
shares
|
$1.79 Million
0.14% of portfolio
|
Q3 2024
Added 25.78%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
10,129
shares
|
$1.79 Million
0.08% of portfolio
|
Q4 2024
Added 25.78%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
10,108
shares
|
$1.78 Million
1.01% of portfolio
|
Q4 2024
Reduced 6.8%
|
|
|
Intrinsic Value Partners, LLC
|
Jan 30, 2025 Q4 2024 |
10,082
shares
|
$1.78 Million
1.78% of portfolio
|
Q4 2024
Added 218.85%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
10,077
shares
|
$1.78 Million
0.17% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
10,070
shares
|
$1.77 Million
0.53% of portfolio
|
Q4 2024
Added 17.17%
|
|
|
Cambiar Investors LLC
|
Jan 29, 2025 Q4 2024 |
10,058
shares
|
$1.77 Million
0.07% of portfolio
|
Q4 2024
Added 210.05%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
10,018
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 12.08%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
9,996
shares
|
$1.76 Million
0.24% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
9,982
shares
|
$1.76 Million
1.45% of portfolio
|
Q4 2024
New holding
|
|
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
Oct 23, 2024 Q3 2024 |
9,971
shares
|
$1.76 Million
1.18% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
9,944
shares
|
$1.75 Million
0.62% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
9,916
shares
|
$1.75 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
One Day In July LLC
|
Feb 03, 2025 Q4 2024 |
9,911
shares
|
$1.75 Million
0.18% of portfolio
|
Q4 2024
Added 9.59%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
9,909
shares
|
$1.75 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
9,876
shares
|
$1.74 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.25%
|