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 |
|---|---|---|---|---|---|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
313,560
shares
|
$58 Million
6.52% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
310,100
shares
|
$57.3 Million
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
309,911
shares
|
$57.3 Million
2.09% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
309,076
shares
|
$57.2 Million
0.79% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
308,390
shares
|
$57 Million
17.18% of portfolio
|
Q4 2022
Reduced 6.48%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
307,452
shares
|
$56.9 Million
8.47% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
307,431
shares
|
$56.9 Million
13.02% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
306,223
shares
|
$56.6 Million
2.3% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
306,056
shares
|
$56.6 Million
1.28% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
305,534
shares
|
$56.5 Million
2.15% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Olio Financial Planning
|
Jul 09, 2025 Q2 2025 |
303,068
shares
|
$56 Million
16.92% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
302,044
shares
|
$55.9 Million
0.21% of portfolio
|
Q2 2025
Added 43.73%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
301,395
shares
|
$55.7 Million
0.19% of portfolio
|
Q2 2025
Added 1.46%
|
|
|
Partners In Financial Planning
Salem, VA |
Aug 04, 2025 Q2 2025 |
300,550
shares
|
$55.6 Million
9.8% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
299,061
shares
|
$55.3 Million
3.67% of portfolio
|
Q2 2025
Added 2.82%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
294,840
shares
|
$54.5 Million
3.73% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
290,480
shares
|
$53.7 Million
0.18% of portfolio
|
Q2 2025
Reduced 2.36%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
287,031
shares
|
$53.1 Million
0.38% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
285,357
shares
|
$52.8 Million
0.26% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
283,413
shares
|
$52.4 Million
0.97% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
281,312
shares
|
$52 Million
5.29% of portfolio
|
Q2 2025
Added 17.51%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
276,615
shares
|
$51.2 Million
2.5% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
274,500
shares
|
$50.8 Million
0.5% of portfolio
|
Q2 2025
Added 30.76%
|
|
|
Bishop & CO Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
273,240
shares
|
$50.5 Million
17.35% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
268,256
shares
|
$49.6 Million
0.56% of portfolio
|
Q3 2023
Added 2.09%
|