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 2,185 institutions that hold shares in the stock, with a total of 507 Million shares, which have been reported (via 13F filing form) to have a value of $88.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
111,180
shares
|
$19.3 Million
0.29% of portfolio
|
Q2 2024
Reduced 2.74%
|
|
Lokken Investment Group LLC
|
Aug 09, 2024 Q2 2024 |
111,065
shares
|
$19.3 Million
8.71% of portfolio
|
Q2 2024
Added 6.55%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
110,298
shares
|
$19.2 Million
0.57% of portfolio
|
Q2 2024
Added 10.09%
|
|
Firestone Capital Management
|
Aug 09, 2024 Q2 2024 |
110,176
shares
|
$19.2 Million
4.9% of portfolio
|
Q2 2024
Added 5.33%
|
|
Copperwynd Financial, LLC
|
Aug 15, 2024 Q2 2024 |
109,992
shares
|
$19.1 Million
5.54% of portfolio
|
Q2 2024
Added 13.88%
|
|
Hemington Wealth Management
|
Aug 01, 2024 Q2 2024 |
109,044
shares
|
$19 Million
5.9% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
Smith & Howard Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
108,587
shares
|
$18.9 Million
5.2% of portfolio
|
Q2 2024
Added 1.3%
|
|
Staley Capital Advisers Inc
|
Aug 13, 2024 Q2 2024 |
108,274
shares
|
$18.8 Million
0.81% of portfolio
|
Q2 2024
Added 0.15%
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
107,875
shares
|
$18.8 Million
3.19% of portfolio
|
Q4 2022
Added 8.41%
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
107,875
shares
|
$18.8 Million
3.18% of portfolio
|
Q4 2022
New holding
|
|
Topel & Distasi Wealth Management, LLC
|
Aug 09, 2024 Q2 2024 |
107,691
shares
|
$18.7 Million
7.59% of portfolio
|
Q2 2024
Added 0.39%
|
|
Marshall Financial Group Inc
Doylestown, PA |
Aug 09, 2024 Q2 2024 |
107,606
shares
|
$18.7 Million
5.6% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Bay Harbor Wealth Management, LLC
|
Jul 24, 2024 Q2 2024 |
105,911
shares
|
$18.4 Million
5.99% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
105,892
shares
|
$18.4 Million
2.09% of portfolio
|
Q2 2024
Reduced 5.43%
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
104,162
shares
|
$18.1 Million
8.07% of portfolio
|
Q1 2023
Reduced 5.83%
|
|
Tenret CO LLC
|
Jul 29, 2024 Q2 2024 |
103,740
shares
|
$18 Million
11.53% of portfolio
|
Q2 2024
Added 1.68%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
103,342
shares
|
$18 Million
4.3% of portfolio
|
Q2 2024
Added 0.6%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
102,803
shares
|
$17.9 Million
0.27% of portfolio
|
Q2 2024
Added 0.55%
|
|
Hanlon Investment Management, Inc.
|
Aug 05, 2024 Q2 2024 |
102,167
shares
|
$17.8 Million
4.86% of portfolio
|
Q2 2024
Reduced 1.0%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
101,435
shares
|
$17.6 Million
4.09% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
Swp Financial LLC
San Diego, CA |
Jul 15, 2024 Q2 2024 |
101,003
shares
|
$17.6 Million
10.71% of portfolio
|
Q2 2024
Added 47.0%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
100,446
shares
|
$17.5 Million
1.23% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
Valence8 Us LP
Cambridge, MA |
Aug 06, 2024 Q2 2024 |
100,003
shares
|
$17.4 Million
8.36% of portfolio
|
Q2 2024
Reduced 19.57%
|
|
Annapolis Financial Services, LLC
|
Jul 17, 2024 Q2 2024 |
99,920
shares
|
$17.4 Million
5.41% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
Compton Wealth Advisory Group, LLC
|
Jul 12, 2024 Q2 2024 |
98,681
shares
|
$17.2 Million
4.24% of portfolio
|
Q2 2024
Added 2.93%
|