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 2,619 institutions that hold shares in the stock, with a total of 561 Million shares, which have been reported (via 13F filing form) to have a value of $100 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Obsidian Personal Planning Solutions LLC
|
May 16, 2025 Q1 2025 |
80,398
shares
|
$14.3 Million
6.23% of portfolio
|
Q1 2025
Reduced 16.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
80,114
shares
|
$14.3 Million
0.28% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
79,859
shares
|
$14.2 Million
1.53% of portfolio
|
Q1 2025
Added 4.78%
|
|
|
Leeward Financial Partners, LLC
|
May 09, 2025 Q1 2025 |
79,788
shares
|
$14.2 Million
5.19% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Systelligence, LLC
|
Apr 22, 2025 Q1 2025 |
79,675
shares
|
$14.2 Million
3.69% of portfolio
|
Q1 2025
Added 20.56%
|
|
|
Reap Financial Group, LLC
Austin, TX |
May 14, 2025 Q1 2025 |
79,664
shares
|
$14.2 Million
3.41% of portfolio
|
Q1 2025
Added 24.1%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
79,237
shares
|
$14.1 Million
1.13% of portfolio
|
Q2 2023
Added 0.53%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
79,000
shares
|
$14.1 Million
1.98% of portfolio
|
Q2 2024
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
78,910
shares
|
$14.1 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
78,409
shares
|
$14 Million
7.61% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
78,364
shares
|
$14 Million
6.89% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
78,228
shares
|
$13.9 Million
3.18% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Matauro, LLC
New York, NY |
Apr 16, 2025 Q1 2025 |
78,074
shares
|
$13.9 Million
2.74% of portfolio
|
Q1 2025
Added 9.93%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
78,026
shares
|
$13.9 Million
1.91% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
77,497
shares
|
$13.8 Million
1.12% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
77,496
shares
|
$13.8 Million
1.53% of portfolio
|
Q2 2025
Added 25.23%
|
|
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
77,410
shares
|
$13.8 Million
9.97% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
76,693
shares
|
$13.7 Million
0.25% of portfolio
|
Q2 2025
Added 48.44%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Jul 16, 2025 Q2 2025 |
76,621
shares
|
$13.7 Million
1.49% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
76,562
shares
|
$13.6 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Emerald Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
76,498
shares
|
$13.6 Million
1.75% of portfolio
|
Q2 2025
Added 7.64%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
76,439
shares
|
$13.6 Million
10.24% of portfolio
|
Q2 2025
Added 5.7%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
May 09, 2025 Q1 2025 |
76,362
shares
|
$13.6 Million
5.02% of portfolio
|
Q1 2025
Added 11.53%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
76,270
shares
|
$13.6 Million
7.07% of portfolio
|
Q2 2025
Added 103.47%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
76,250
shares
|
$13.6 Million
0.04% of portfolio
|
Q1 2025
Added 7.39%
|