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 2,292 institutions that hold shares in the stock, with a total of 536 Million shares, which have been reported (via 13F filing form) to have a value of $97.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
432,597
shares
|
$78.7 Million
8.33% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
426,940
shares
|
$77.6 Million
0.99% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
Nov 14, 2024 Q3 2024 |
415,237
shares
|
$75.5 Million
17.69% of portfolio
|
Q2 2024
Reduced 30.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
411,508
shares
|
$74.8 Million
0.1% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
405,102
shares
|
$73.7 Million
8.46% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
399,705
shares
|
$72.7 Million
4.15% of portfolio
|
Q3 2024
Added 12386.88%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
397,562
shares
|
$72.3 Million
2.27% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
391,229
shares
|
$71.2 Million
2.69% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
387,854
shares
|
$70.5 Million
1.63% of portfolio
|
Q2 2024
Reduced 28.75%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Nov 08, 2024 Q3 2024 |
387,639
shares
|
$70.5 Million
15.26% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
382,795
shares
|
$69.6 Million
7.26% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
382,104
shares
|
$69.5 Million
1.81% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
376,412
shares
|
$68.5 Million
8.01% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Unison Advisors LLC
|
Oct 08, 2024 Q3 2024 |
375,146
shares
|
$68.2 Million
7.91% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
372,827
shares
|
$67.8 Million
3.35% of portfolio
|
Q3 2024
Added 76.18%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
372,083
shares
|
$67.7 Million
4.23% of portfolio
|
Q1 2024
Reduced 30.66%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Nov 07, 2024 Q3 2024 |
369,284
shares
|
$67.2 Million
0.66% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
366,190
shares
|
$66.6 Million
2.35% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
364,356
shares
|
$66.3 Million
4.26% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
363,569
shares
|
$66.1 Million
1.47% of portfolio
|
Q3 2024
Added 12.69%
|
|
|
Ellevest, Inc.
|
Nov 13, 2024 Q3 2024 |
361,870
shares
|
$65.8 Million
3.51% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
361,747
shares
|
$65.8 Million
6.81% of portfolio
|
Q3 2023
Reduced 2.74%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
360,988
shares
|
$65.7 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
358,703
shares
|
$65.2 Million
0.59% of portfolio
|
Q3 2024
Added 8.49%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
357,996
shares
|
$65.1 Million
1.87% of portfolio
|
Q2 2020
Added 6.63%
|