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 2,670 institutions that hold shares in the stock, with a total of 565 Million shares, which have been reported (via 13F filing form) to have a value of $105 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
91,311
shares
|
$16.9 Million
5.07% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Gemmer Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
90,785
shares
|
$16.8 Million
1.48% of portfolio
|
Q2 2025
Added 3.17%
|
|
|
Prw Wealth Management LLC
|
Nov 01, 2023 Q3 2023 |
90,629
shares
|
$16.8 Million
4.75% of portfolio
|
Q3 2023
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
90,507
shares
|
$16.7 Million
1.81% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
90,487
shares
|
$16.7 Million
2.86% of portfolio
|
Q1 2024
Added 3.56%
|
|
|
Systelligence, LLC
|
Jul 29, 2025 Q2 2025 |
90,234
shares
|
$16.7 Million
3.28% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
88,333
shares
|
$16.3 Million
4.28% of portfolio
|
Q2 2025
Added 12.92%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
88,023
shares
|
$16.3 Million
5.63% of portfolio
|
Q2 2025
Added 9.31%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
87,723
shares
|
$16.2 Million
6.57% of portfolio
|
Q1 2023
Added 13.98%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
87,509
shares
|
$16.2 Million
4.76% of portfolio
|
Q2 2025
Added 2.92%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
87,234
shares
|
$16.1 Million
0.13% of portfolio
|
Q2 2025
Added 24.45%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
85,757
shares
|
$15.9 Million
0.13% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
85,609
shares
|
$15.8 Million
0.54% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
85,444
shares
|
$15.8 Million
1.9% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
84,778
shares
|
$15.7 Million
4.55% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Souders Financial Advisors
|
Aug 06, 2025 Q2 2025 |
83,891
shares
|
$15.5 Million
2.13% of portfolio
|
Q2 2025
Added 12.33%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
83,612
shares
|
$15.5 Million
5.09% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
83,336
shares
|
$15.4 Million
1.5% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
First National Bank Of Omaha
Omaha, NE |
Feb 11, 2025 Q4 2024 |
82,989
shares
|
$15.3 Million
0.98% of portfolio
|
Q1 2024
Added 0.75%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
82,971
shares
|
$15.3 Million
2.39% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
82,234
shares
|
$15.2 Million
1.13% of portfolio
|
Q2 2025
Added 45.64%
|
|
|
Rinkey Investments
San Diego, CA |
Aug 13, 2025 Q2 2025 |
82,019
shares
|
$15.2 Million
4.4% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
81,763
shares
|
$15.1 Million
2.92% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Aug 13, 2025 Q2 2025 |
81,641
shares
|
$15.1 Million
5.91% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
81,402
shares
|
$15.1 Million
1.01% of portfolio
|
Q2 2025
Added 0.22%
|