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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
95,989
shares
|
$17.3 Million
0.33% of portfolio
|
Q3 2022
Added 93.15%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
95,842
shares
|
$17.3 Million
10.78% of portfolio
|
Q3 2024
Added 4.87%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
95,611
shares
|
$17.2 Million
0.5% of portfolio
|
Q3 2024
Added 6.06%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
94,685
shares
|
$17.1 Million
1.46% of portfolio
|
Q3 2024
Added 5482.84%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
94,676
shares
|
$17 Million
3.42% of portfolio
|
Q3 2024
Added 7.48%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
94,389
shares
|
$17 Million
5.1% of portfolio
|
Q3 2024
Reduced 5.54%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
93,808
shares
|
$16.9 Million
5.36% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
92,044
shares
|
$16.6 Million
0.26% of portfolio
|
Q3 2024
Added 5.46%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
91,998
shares
|
$16.6 Million
7.93% of portfolio
|
Q3 2024
Added 7.29%
|
|
|
Vantagepoint Investment Advisers LLC
|
Oct 17, 2024 Q3 2024 |
91,320
shares
|
$16.4 Million
2.05% of portfolio
|
Q3 2024
Added 151.57%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
91,165
shares
|
$16.4 Million
1.61% of portfolio
|
Q3 2024
Added 40.64%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
90,995
shares
|
$16.4 Million
0.36% of portfolio
|
Q3 2024
Reduced 1.22%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
90,704
shares
|
$16.3 Million
1.98% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
90,629
shares
|
$16.3 Million
4.75% of portfolio
|
Q3 2023
New holding
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
90,519
shares
|
$16.3 Million
8.62% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
90,487
shares
|
$16.3 Million
2.86% of portfolio
|
Q1 2024
Added 3.56%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
90,356
shares
|
$16.3 Million
1.94% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
90,251
shares
|
$16.3 Million
0.39% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Oct 03, 2024 Q3 2024 |
90,209
shares
|
$16.2 Million
5.4% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
89,243
shares
|
$16.1 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
87,812
shares
|
$15.8 Million
3.46% of portfolio
|
Q3 2024
Added 57.41%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
87,723
shares
|
$15.8 Million
6.57% of portfolio
|
Q1 2023
Added 13.98%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
86,995
shares
|
$15.7 Million
1.69% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
86,283
shares
|
$15.5 Million
1.55% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
85,860
shares
|
$15.5 Million
9.15% of portfolio
|
Q3 2024
Reduced 14.99%
|