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 2,619 institutions that hold shares in the stock, with a total of 561 Million shares, which have been reported (via 13F filing form) to have a value of $100 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
144,887
shares
|
$25.8 Million
2.96% of portfolio
|
Q1 2025
Reduced 39.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
144,176
shares
|
$25.7 Million
0.55% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
141,050
shares
|
$25.1 Million
10.11% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
141,009
shares
|
$25.1 Million
1.6% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
140,125
shares
|
$25 Million
9.3% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
139,977
shares
|
$24.9 Million
9.23% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
139,893
shares
|
$24.9 Million
7.65% of portfolio
|
Q2 2025
Added 8.5%
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
139,552
shares
|
$24.9 Million
4.47% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
139,549
shares
|
$24.9 Million
0.74% of portfolio
|
Q3 2022
Added 6.71%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
139,019
shares
|
$24.8 Million
2.47% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Greenup Street Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
138,844
shares
|
$24.7 Million
5.28% of portfolio
|
Q1 2025
Added 14.14%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
137,563
shares
|
$24.5 Million
1.56% of portfolio
|
Q1 2025
Added 109.57%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
137,178
shares
|
$24.4 Million
2.83% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
136,647
shares
|
$24.3 Million
1.08% of portfolio
|
Q1 2025
Added 140.64%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
136,306
shares
|
$24.3 Million
5.83% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
136,235
shares
|
$24.3 Million
0.66% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
135,974
shares
|
$24.2 Million
4.81% of portfolio
|
Q2 2024
Added 3.48%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
135,400
shares
|
$24.1 Million
3.89% of portfolio
|
Q1 2025
Added 5.14%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
135,113
shares
|
$24.1 Million
0.5% of portfolio
|
Q1 2024
Reduced 5.37%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
134,793
shares
|
$24 Million
0.49% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Aaf Wealth Management, LLC
|
May 16, 2025 Q1 2025 |
134,672
shares
|
$24 Million
12.68% of portfolio
|
Q2 2022
Added 7.07%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
133,685
shares
|
$23.8 Million
3.29% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
133,006
shares
|
$23.7 Million
0.8% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
132,978
shares
|
$23.7 Million
23.22% of portfolio
|
Q1 2025
Added 5.68%
|
|
|
Wealthspan Partners, LLC
Davenport, IA |
Apr 21, 2025 Q1 2025 |
132,833
shares
|
$23.7 Million
11.2% of portfolio
|
Q1 2025
Added 1.54%
|