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 |
---|---|---|---|---|---|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Apr 11, 2024 Q1 2024 |
225,932
shares
|
$36.4 Million
13.84% of portfolio
|
Q1 2024
Added 10.09%
|
|
Forte Capital LLC
|
May 14, 2024 Q1 2024 |
225,147
shares
|
$36.3 Million
4.6% of portfolio
|
Q1 2024
Added 14.76%
|
|
Tl Private Wealth
|
Apr 10, 2024 Q1 2024 |
223,940
shares
|
$36.1 Million
17.9% of portfolio
|
Q1 2024
Added 0.68%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
221,579
shares
|
$35.7 Million
0.18% of portfolio
|
Q1 2024
Reduced 9.23%
|
|
Truefg, LLC
Cedar Park, TX |
Apr 23, 2024 Q1 2024 |
221,116
shares
|
$35.6 Million
13.23% of portfolio
|
Q1 2024
Added 1.21%
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2024 Q1 2024 |
221,013
shares
|
$35.6 Million
3.21% of portfolio
|
Q4 2023
Added 14.81%
|
|
Lebenthal Global Advisors, LLC
|
May 09, 2024 Q1 2024 |
219,638
shares
|
$35.4 Million
8.0% of portfolio
|
Q1 2024
Reduced 1.18%
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 22, 2024 Q1 2024 |
219,617
shares
|
$35.4 Million
4.6% of portfolio
|
Q1 2024
Added 8.07%
|
|
Vanguard Group Inc
Valley Forge, PA |
May 10, 2024 Q1 2024 |
218,963
shares
|
$35.3 Million
0.0% of portfolio
|
Q1 2024
Added 36.17%
|
|
Financial Planning & Information Services, Inc.
|
May 14, 2024 Q1 2024 |
218,581
shares
|
$35.2 Million
5.35% of portfolio
|
Q1 2024
Added 6.77%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
218,432
shares
|
$35.2 Million
3.95% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 06, 2024 Q1 2024 |
216,537
shares
|
$34.9 Million
0.65% of portfolio
|
Q1 2024
Added 1.26%
|
|
Sageworth Trust CO
|
Apr 16, 2024 Q1 2024 |
212,372
shares
|
$34.2 Million
2.24% of portfolio
|
Q1 2024
Reduced 13.11%
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
210,293
shares
|
$33.9 Million
5.6% of portfolio
|
Q1 2024
Reduced 14.57%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 06, 2024 Q1 2024 |
207,479
shares
|
$33.4 Million
3.28% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
Ledge Wealth Management, Inc.
|
Jan 23, 2024 Q4 2023 |
202,188
shares
|
$32.6 Million
11.75% of portfolio
|
Q4 2023
Added 1.39%
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Apr 22, 2024 Q1 2024 |
200,292
shares
|
$32.3 Million
26.21% of portfolio
|
Q1 2024
Added 0.26%
|
|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
200,049
shares
|
$32.2 Million
1.01% of portfolio
|
Q4 2023
Added 10.44%
|
|
M&T Bank Corp
|
May 07, 2024 Q1 2024 |
199,241
shares
|
$32.1 Million
0.11% of portfolio
|
Q1 2024
Added 3.66%
|
|
Davenport & CO LLC
|
May 03, 2024 Q1 2024 |
196,894
shares
|
$31.7 Million
0.2% of portfolio
|
Q1 2024
Added 4.65%
|
|
Mesirow Financial Investment Management, Inc.
|
Apr 25, 2024 Q1 2024 |
196,337
shares
|
$31.6 Million
0.74% of portfolio
|
Q1 2024
New holding
|
|
Affinity Capital Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
195,619
shares
|
$31.5 Million
7.11% of portfolio
|
Q1 2024
Reduced 3.4%
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2024 Q1 2024 |
194,385
shares
|
$31.3 Million
9.01% of portfolio
|
Q1 2024
Added 2.98%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Apr 23, 2024 Q1 2024 |
193,033
shares
|
$31.1 Million
7.11% of portfolio
|
Q1 2024
Reduced 3.58%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2024 Q1 2024 |
190,727
shares
|
$30.7 Million
2.61% of portfolio
|
Q1 2024
Reduced 5.87%
|