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 |
---|---|---|---|---|---|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,256
shares
|
$43.2 Million
0.56% of portfolio
|
Q3 2023
Added 2.09%
|
|
Signature Estate & Investment Advisors LLC
|
May 10, 2024 Q1 2024 |
265,073
shares
|
$42.7 Million
1.22% of portfolio
|
Q1 2024
Reduced 0.91%
|
|
Summit Financial, LLC
Parsippany, NJ |
Apr 24, 2024 Q1 2024 |
263,762
shares
|
$42.5 Million
2.55% of portfolio
|
Q1 2024
Reduced 1.5%
|
|
Bishop & CO Investment Management, LLC
|
Apr 25, 2024 Q1 2024 |
263,678
shares
|
$42.5 Million
17.78% of portfolio
|
Q1 2024
Added 90.79%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
260,050
shares
|
$41.9 Million
1.81% of portfolio
|
Q1 2024
Added 42.34%
|
|
Financial Advisors Network, Inc.
|
Feb 09, 2024 Q4 2023 |
259,342
shares
|
$41.8 Million
7.82% of portfolio
|
Q4 2023
Reduced 1.23%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
257,513
shares
|
$41.5 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.79%
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 10, 2024 Q1 2024 |
255,468
shares
|
$41.2 Million
1.77% of portfolio
|
Q1 2024
Reduced 2.53%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
255,156
shares
|
$41.1 Million
0.91% of portfolio
|
Q1 2024
Reduced 6.47%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
254,336
shares
|
$41 Million
0.07% of portfolio
|
Q1 2024
Added 12.92%
|
|
Baron Silver Stevens Financial Advisors, LLC
|
May 02, 2024 Q1 2024 |
247,479
shares
|
$39.9 Million
7.79% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
Sepio Capital, LP
|
May 14, 2024 Q1 2024 |
247,244
shares
|
$39.9 Million
4.11% of portfolio
|
Q1 2024
Reduced 24.06%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
247,188
shares
|
$39.8 Million
0.17% of portfolio
|
Q1 2024
Reduced 4.63%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
243,377
shares
|
$39.2 Million
0.29% of portfolio
|
Q1 2024
New holding
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 10, 2024 Q1 2024 |
243,147
shares
|
$39.2 Million
3.24% of portfolio
|
Q1 2024
Reduced 9.44%
|
|
Bip Wealth, LLC
Atlanta, GA |
May 08, 2024 Q1 2024 |
242,015
shares
|
$39 Million
2.88% of portfolio
|
Q1 2024
Added 32.21%
|
|
Private Portfolio Partners LLC
|
May 09, 2024 Q1 2024 |
241,905
shares
|
$39 Million
8.26% of portfolio
|
Q1 2024
Added 2.39%
|
|
Apella Capital, LLC
|
Apr 10, 2024 Q1 2024 |
240,264
shares
|
$38.7 Million
1.99% of portfolio
|
Q1 2024
Reduced 2.53%
|
|
Gleason Group, Inc.
|
Apr 12, 2024 Q1 2024 |
239,613
shares
|
$38.6 Million
8.17% of portfolio
|
Q1 2024
Added 0.74%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
236,677
shares
|
$38.1 Million
0.19% of portfolio
|
Q1 2024
Reduced 2.77%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
234,787
shares
|
$37.8 Million
17.11% of portfolio
|
Q1 2024
Added 6.22%
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
232,134
shares
|
$37.4 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.35%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
232,036
shares
|
$37.4 Million
0.56% of portfolio
|
Q1 2024
Added 101.44%
|
|
Crane Advisory, LLC
Fullerton, CA |
Apr 12, 2024 Q1 2024 |
230,938
shares
|
$37.2 Million
7.5% of portfolio
|
Q1 2024
Added 6.72%
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 08, 2024 Q1 2024 |
226,705
shares
|
$36.5 Million
2.36% of portfolio
|
Q1 2024
Added 5.77%
|