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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
649,083
shares
|
$120 Million
0.47% of portfolio
|
Q2 2025
Reduced 30.47%
|
|
|
Brickley Wealth Management
|
Aug 07, 2025 Q2 2025 |
640,266
shares
|
$118 Million
22.16% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Focused Wealth Management, Inc
|
Jul 15, 2025 Q2 2025 |
624,174
shares
|
$115 Million
13.45% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
622,416
shares
|
$115 Million
0.24% of portfolio
|
Q2 2025
Added 91.5%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
615,688
shares
|
$114 Million
3.05% of portfolio
|
Q2 2025
Added 7.23%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
597,797
shares
|
$111 Million
5.84% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
593,370
shares
|
$110 Million
2.73% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
592,046
shares
|
$109 Million
0.22% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
583,066
shares
|
$108 Million
0.59% of portfolio
|
Q2 2025
Reduced 9.97%
|
|
|
Simon Quick Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
582,033
shares
|
$108 Million
4.19% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 07, 2025 Q2 2025 |
578,839
shares
|
$107 Million
6.85% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
575,149
shares
|
$106 Million
0.36% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
571,813
shares
|
$106 Million
0.11% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
570,898
shares
|
$106 Million
4.21% of portfolio
|
Q2 2025
Reduced 13.84%
|
|
|
Efficient Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
568,797
shares
|
$105 Million
5.99% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
Jul 10, 2025 Q2 2025 |
559,949
shares
|
$104 Million
0.91% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
555,546
shares
|
$103 Million
2.28% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
|
Cornerstone Management, Inc.
Duluth, GA |
Jul 30, 2025 Q2 2025 |
547,969
shares
|
$101 Million
16.84% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
547,395
shares
|
$101 Million
2.46% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Jul 24, 2025 Q2 2025 |
537,005
shares
|
$99.3 Million
6.5% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
536,149
shares
|
$99.2 Million
5.05% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
529,325
shares
|
$97.9 Million
0.89% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jul 29, 2025 Q2 2025 |
511,708
shares
|
$94.6 Million
9.85% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
503,771
shares
|
$93.2 Million
8.23% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
502,843
shares
|
$93 Million
0.94% of portfolio
|
Q1 2025
Added 9.03%
|