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 2,503 institutions that hold shares in the stock, with a total of 541 Million shares, which have been reported (via 13F filing form) to have a value of $95.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
112,571
shares
|
$20 Million
0.92% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
111,865
shares
|
$19.8 Million
0.01% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Tenret CO LLC
|
Feb 04, 2025 Q4 2024 |
111,651
shares
|
$19.8 Million
11.91% of portfolio
|
Q4 2024
Added 3.78%
|
|
|
Smith & Howard Wealth Management, LLC
|
Feb 07, 2025 Q4 2024 |
111,432
shares
|
$19.8 Million
5.35% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
111,249
shares
|
$19.7 Million
2.95% of portfolio
|
Q2 2024
Reduced 16.78%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
110,905
shares
|
$19.7 Million
5.68% of portfolio
|
Q4 2024
Reduced 15.82%
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Jan 14, 2025 Q4 2024 |
110,532
shares
|
$19.6 Million
14.13% of portfolio
|
Q4 2023
Added 0.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
110,104
shares
|
$19.5 Million
0.27% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
109,235
shares
|
$19.4 Million
3.91% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
109,020
shares
|
$19.3 Million
4.73% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
108,782
shares
|
$19.3 Million
7.89% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
107,875
shares
|
$19.1 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
|
$19.1 Million
3.18% of portfolio
|
Q4 2022
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
106,741
shares
|
$18.9 Million
0.55% of portfolio
|
Q4 2024
Reduced 7.05%
|
|
|
Brooklyn Fi, LLC
New York, NY |
Feb 10, 2025 Q4 2024 |
105,770
shares
|
$18.8 Million
0.1% of portfolio
|
Q4 2024
Added 6329.79%
|
|
|
Marshall Financial Group Inc
Doylestown, PA |
Jan 24, 2025 Q4 2024 |
105,416
shares
|
$18.7 Million
5.45% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
105,048
shares
|
$18.6 Million
9.59% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
104,438
shares
|
$18.5 Million
3.11% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
104,162
shares
|
$18.5 Million
8.07% of portfolio
|
Q1 2023
Reduced 5.83%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
104,114
shares
|
$18.5 Million
0.51% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
104,091
shares
|
$18.5 Million
0.3% of portfolio
|
Q4 2024
Added 28.31%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
103,346
shares
|
$18.3 Million
8.64% of portfolio
|
Q4 2024
Added 20.74%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
101,230
shares
|
$18 Million
4.31% of portfolio
|
Q4 2024
Reduced 4.1%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
100,574
shares
|
$17.8 Million
3.99% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
100,446
shares
|
$17.8 Million
1.23% of portfolio
|
Q2 2024
Reduced 4.79%
|