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 |
---|---|---|---|---|---|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
8,695
shares
|
$1.61 Million
0.23% of portfolio
|
Q1 2025
Added 0.08%
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
8,692
shares
|
$1.61 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.92%
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
8,684
shares
|
$1.61 Million
0.67% of portfolio
|
Q2 2025
Added 33.87%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
8,666
shares
|
$1.6 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
8,663
shares
|
$1.6 Million
0.09% of portfolio
|
Q2 2025
Added 0.66%
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
8,656
shares
|
$1.6 Million
0.42% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
8,650
shares
|
$1.6 Million
0.26% of portfolio
|
Q2 2025
Added 2.63%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
8,617
shares
|
$1.59 Million
0.03% of portfolio
|
Q2 2025
Added 3.56%
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
8,599
shares
|
$1.59 Million
0.16% of portfolio
|
Q2 2025
Reduced 11.81%
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
8,596
shares
|
$1.59 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
Pb Mares Wealth Management LLC
|
Jul 18, 2025 Q2 2025 |
8,589
shares
|
$1.59 Million
0.28% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
8,506
shares
|
$1.57 Million
0.18% of portfolio
|
Q1 2025
Added 0.04%
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
8,503
shares
|
$1.57 Million
0.15% of portfolio
|
Q2 2025
New holding
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
8,467
shares
|
$1.57 Million
1.17% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
8,458
shares
|
$1.56 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
8,453
shares
|
$1.56 Million
0.12% of portfolio
|
Q2 2025
Added 53.0%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
8,452
shares
|
$1.56 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.54%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
8,452
shares
|
$1.56 Million
0.26% of portfolio
|
Q1 2024
Reduced 39.06%
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 04, 2025 Q2 2025 |
8,425
shares
|
$1.56 Million
0.17% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
8,421
shares
|
$1.56 Million
0.33% of portfolio
|
Q2 2025
Added 3.82%
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
8,420
shares
|
$1.56 Million
1.33% of portfolio
|
Q2 2025
Added 35.44%
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
8,399
shares
|
$1.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.69%
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Aug 11, 2025 Q2 2025 |
8,392
shares
|
$1.55 Million
0.89% of portfolio
|
Q2 2025
Added 3.26%
|
|
Flywheel Private Wealth LLC
Los Altos, CA |
Jul 17, 2025 Q2 2025 |
8,376
shares
|
$1.55 Million
1.19% of portfolio
|
Q1 2025
Added 0.08%
|
|
Summit Financial Strategies, Inc.
|
Jul 17, 2025 Q2 2025 |
8,358
shares
|
$1.55 Million
0.15% of portfolio
|
Q2 2025
Added 1.42%
|