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 2,147 institutions that hold shares in the stock, with a total of 493 Million shares, which have been reported (via 13F filing form) to have a value of $79.5 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 08, 2024 Q1 2024 |
559,606
shares
|
$90.2 Million
2.64% of portfolio
|
Q1 2024
Added 1.38%
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
555,546
shares
|
$89.5 Million
2.28% of portfolio
|
Q4 2023
Reduced 1.01%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
544,385
shares
|
$87.7 Million
2.07% of portfolio
|
Q1 2024
Added 29.88%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Apr 30, 2024 Q1 2024 |
525,462
shares
|
$84.7 Million
6.39% of portfolio
|
Q1 2024
Added 7.7%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
518,155
shares
|
$83.5 Million
0.15% of portfolio
|
Q1 2024
Reduced 8.9%
|
|
Cornerstone Management, Inc.
Duluth, GA |
May 03, 2024 Q1 2024 |
512,181
shares
|
$82.6 Million
18.52% of portfolio
|
Q1 2024
Reduced 1.93%
|
|
Cerity Partners LLC
New York, NY |
May 14, 2024 Q1 2024 |
504,537
shares
|
$81.3 Million
0.22% of portfolio
|
Q1 2024
Reduced 17.89%
|
|
Focused Wealth Management, Inc
|
May 08, 2024 Q1 2024 |
500,138
shares
|
$80.6 Million
12.54% of portfolio
|
Q1 2024
Added 4.92%
|
|
Invictus Private Wealth, LLC
Denver, CO |
May 13, 2024 Q1 2024 |
498,525
shares
|
$80.4 Million
7.21% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
Angeles Investment Advisors, LLC
|
May 14, 2024 Q1 2024 |
495,347
shares
|
$79.8 Million
4.31% of portfolio
|
Q1 2024
Added 982.37%
|
|
Safeguard Financial, LLC
|
Apr 09, 2024 Q1 2024 |
489,569
shares
|
$78.9 Million
26.14% of portfolio
|
Q1 2024
Added 7.9%
|
|
Natixis Advisors, L.P.
Boston, MA |
Apr 25, 2024 Q1 2024 |
479,399
shares
|
$77.3 Million
0.18% of portfolio
|
Q1 2024
Reduced 33.82%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
476,873
shares
|
$76.9 Million
5.24% of portfolio
|
Q4 2023
Added 3.22%
|
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
Apr 22, 2024 Q1 2024 |
472,011
shares
|
$76.1 Million
11.83% of portfolio
|
Q1 2024
Added 6.94%
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
468,596
shares
|
$75.5 Million
4.3% of portfolio
|
Q4 2022
Added 0.49%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
468,210
shares
|
$75.5 Million
0.15% of portfolio
|
Q1 2024
Reduced 7.98%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
465,957
shares
|
$75.1 Million
0.22% of portfolio
|
Q1 2024
Added 13.88%
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
461,918
shares
|
$74.5 Million
9.87% of portfolio
|
Q1 2024
Added 1.57%
|
|
Relyea Zuckerberg Hanson LLC
|
Apr 22, 2024 Q1 2024 |
454,305
shares
|
$73.2 Million
12.98% of portfolio
|
Q1 2024
Added 2.53%
|
|
Mcia Inc
|
Apr 10, 2024 Q1 2024 |
453,940
shares
|
$73.2 Million
20.62% of portfolio
|
Q1 2024
Added 63.96%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
449,819
shares
|
$72.5 Million
1.06% of portfolio
|
Q1 2024
Added 3.08%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
448,947
shares
|
$72.4 Million
0.82% of portfolio
|
Q1 2024
Added 0.57%
|
|
Simon Quick Advisors, LLC
|
Apr 19, 2024 Q1 2024 |
448,614
shares
|
$72.3 Million
5.52% of portfolio
|
Q1 2024
Added 18.19%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
439,829
shares
|
$70.9 Million
2.85% of portfolio
|
Q1 2024
Added 13.65%
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
433,090
shares
|
$69.8 Million
0.77% of portfolio
|
Q1 2024
Reduced 58.46%
|