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 |
---|---|---|---|---|---|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
367,855
shares
|
$68 Million
0.32% of portfolio
|
Q2 2025
Added 21.86%
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
366,983
shares
|
$67.9 Million
1.89% of portfolio
|
Q2 2025
Reduced 49.32%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
363,735
shares
|
$67.3 Million
1.19% of portfolio
|
Q2 2025
Added 8.35%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
363,378
shares
|
$67.2 Million
0.03% of portfolio
|
Q2 2025
Added 30030.85%
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
362,406
shares
|
$67 Million
13.11% of portfolio
|
Q2 2025
Added 8.19%
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
361,747
shares
|
$66.9 Million
6.81% of portfolio
|
Q3 2023
Reduced 2.74%
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
358,853
shares
|
$66.4 Million
4.68% of portfolio
|
Q2 2025
Added 1.17%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
358,585
shares
|
$66.3 Million
0.17% of portfolio
|
Q2 2025
Added 19.48%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
357,996
shares
|
$66.2 Million
1.87% of portfolio
|
Q2 2020
Added 6.63%
|
|
Japan Science & Technology Agency
Tokyo, M0 |
Jul 30, 2025 Q2 2025 |
357,328
shares
|
$66.1 Million
1.0% of portfolio
|
Q4 2024
Reduced 54.92%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
355,503
shares
|
$65.7 Million
2.28% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
354,532
shares
|
$65.6 Million
4.42% of portfolio
|
Q4 2022
Added 0.59%
|
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
354,498
shares
|
$65.6 Million
9.54% of portfolio
|
Q1 2024
Reduced 31.64%
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
350,294
shares
|
$64.8 Million
3.11% of portfolio
|
Q3 2022
Added 1.55%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
349,987
shares
|
$64.7 Million
1.42% of portfolio
|
Q2 2025
Added 19.56%
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
348,650
shares
|
$64.5 Million
5.53% of portfolio
|
Q2 2025
Added 0.59%
|
|
Bip Wealth, LLC
Atlanta, GA |
Jul 31, 2025 Q2 2025 |
345,803
shares
|
$63.9 Million
3.77% of portfolio
|
Q2 2025
Added 1.97%
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
342,437
shares
|
$63.3 Million
6.8% of portfolio
|
Q2 2025
Added 43.53%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
340,451
shares
|
$63 Million
0.49% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
333,977
shares
|
$61.8 Million
3.06% of portfolio
|
Q2 2025
Reduced 12.84%
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
326,927
shares
|
$60.5 Million
18.23% of portfolio
|
Q3 2023
Added 0.53%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
325,725
shares
|
$60.2 Million
2.96% of portfolio
|
Q2 2025
Added 4.4%
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
325,614
shares
|
$60.2 Million
0.09% of portfolio
|
Q2 2025
Added 7.95%
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
319,812
shares
|
$59.1 Million
4.27% of portfolio
|
Q2 2025
Added 0.74%
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
317,036
shares
|
$58.6 Million
7.53% of portfolio
|
Q2 2025
Added 4.12%
|