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 |
|---|---|---|---|---|---|
|
Angeles Wealth Management, LLC
|
Jul 29, 2025 Q2 2025 |
268,039
shares
|
$49.6 Million
3.27% of portfolio
|
Q2 2025
Added 46.55%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
267,698
shares
|
$49.5 Million
21.7% of portfolio
|
Q2 2025
Added 362.03%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
267,469
shares
|
$49.5 Million
2.81% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
265,372
shares
|
$49.1 Million
0.27% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
264,247
shares
|
$48.9 Million
8.1% of portfolio
|
Q2 2025
Added 2.2%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
262,303
shares
|
$48.5 Million
7.49% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
260,596
shares
|
$48.2 Million
0.77% of portfolio
|
Q2 2025
Reduced 5.34%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
258,379
shares
|
$47.8 Million
8.13% of portfolio
|
Q4 2024
Added 2.02%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
255,944
shares
|
$47.3 Million
0.09% of portfolio
|
Q2 2025
Added 38.18%
|
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Aug 12, 2025 Q2 2025 |
254,993
shares
|
$47.2 Million
17.68% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Crane Advisory, LLC
Fullerton, CA |
Jul 16, 2025 Q2 2025 |
254,185
shares
|
$47 Million
7.53% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Warwick Investment Management, Inc.
|
Jul 21, 2025 Q2 2025 |
253,652
shares
|
$46.9 Million
8.76% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
253,530
shares
|
$46.9 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
253,213
shares
|
$46.8 Million
7.11% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Mc Ilrath & Eck, LLC
|
Aug 14, 2025 Q2 2025 |
252,839
shares
|
$46.8 Million
6.89% of portfolio
|
Q2 2025
Added 6.91%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
251,932
shares
|
$46.6 Million
15.9% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
249,074
shares
|
$46.1 Million
3.05% of portfolio
|
Q2 2025
Added 576.5%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
247,946
shares
|
$45.9 Million
2.16% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
245,680
shares
|
$45.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Lake Street Financial LLC
|
Aug 11, 2025 Q2 2025 |
238,302
shares
|
$44.1 Million
6.33% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
237,143
shares
|
$43.9 Million
4.09% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Truefg, LLC
Cedar Park, TX |
Aug 14, 2025 Q2 2025 |
236,286
shares
|
$43.7 Million
12.45% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
233,255
shares
|
$43.1 Million
1.4% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
232,616
shares
|
$43 Million
5.6% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Tl Private Wealth
|
Jul 08, 2025 Q2 2025 |
231,920
shares
|
$42.9 Million
17.07% of portfolio
|
Q2 2025
Added 2.05%
|