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 2,291 institutions that hold shares in the stock, with a total of 535 Million shares, which have been reported (via 13F filing form) to have a value of $96.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
121,042
shares
|
$21.8 Million
0.94% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Benchmark Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
120,704
shares
|
$21.7 Million
10.44% of portfolio
|
Q3 2024
Added 197.61%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
120,693
shares
|
$21.7 Million
4.31% of portfolio
|
Q3 2024
Reduced 43.74%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
120,523
shares
|
$21.7 Million
0.75% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
118,320
shares
|
$21.3 Million
2.31% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
118,256
shares
|
$21.3 Million
0.7% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
25 LLC
St. Louis, MO |
Oct 15, 2024 Q3 2024 |
117,501
shares
|
$21.2 Million
8.9% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Shore Point Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
117,125
shares
|
$21.1 Million
11.33% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
115,981
shares
|
$20.9 Million
0.92% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
115,804
shares
|
$20.9 Million
6.13% of portfolio
|
Q3 2024
Added 5.28%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
115,618
shares
|
$20.8 Million
7.6% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
114,836
shares
|
$20.7 Million
0.57% of portfolio
|
Q3 2024
Reduced 15.2%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
114,644
shares
|
$20.6 Million
0.56% of portfolio
|
Q3 2024
Added 19.5%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
114,597
shares
|
$20.6 Million
8.85% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
112,940
shares
|
$20.3 Million
0.27% of portfolio
|
Q3 2024
Added 9.86%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
112,038
shares
|
$20.2 Million
5.44% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
111,549
shares
|
$20.1 Million
0.59% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
111,021
shares
|
$20 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
110,698
shares
|
$19.9 Million
14.79% of portfolio
|
Q3 2024
New holding
|
|
|
Smith & Howard Wealth Management, LLC
|
Oct 23, 2024 Q3 2024 |
110,200
shares
|
$19.8 Million
5.44% of portfolio
|
Q3 2024
Added 1.49%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
108,236
shares
|
$19.5 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Nov 04, 2024 Q3 2024 |
107,901
shares
|
$19.4 Million
5.69% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
107,875
shares
|
$19.4 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
|
$19.4 Million
3.18% of portfolio
|
Q4 2022
New holding
|
|
|
Topel & Distasi Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
107,824
shares
|
$19.4 Million
7.81% of portfolio
|
Q3 2024
Added 0.12%
|