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 2,185 institutions that hold shares in the stock, with a total of 507 Million shares, which have been reported (via 13F filing form) to have a value of $88.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mokosak Advisory Group, LLC
|
Jul 25, 2024 Q2 2024 |
63,807
shares
|
$11.1 Million
3.38% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
63,791
shares
|
$11.1 Million
0.98% of portfolio
|
Q2 2024
Added 32.57%
|
|
Worth Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
63,311
shares
|
$11 Million
6.26% of portfolio
|
Q2 2024
New holding
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
63,306
shares
|
$11 Million
1.49% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
63,223
shares
|
$11 Million
0.45% of portfolio
|
Q2 2024
Added 108.84%
|
|
Everhart Financial Group, Inc.
|
Jul 24, 2024 Q2 2024 |
63,113
shares
|
$11 Million
2.66% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
Collective Family Office LLC
|
Jul 05, 2024 Q2 2024 |
63,025
shares
|
$11 Million
3.01% of portfolio
|
Q2 2024
Added 9.08%
|
|
Hrt Financial LP
New York, NY |
Aug 12, 2024 Q2 2024 |
62,631
shares
|
$10.9 Million
0.06% of portfolio
|
Q2 2024
Added 25.88%
|
|
5th Street Advisors, LLC
|
Aug 05, 2024 Q2 2024 |
61,798
shares
|
$10.7 Million
5.16% of portfolio
|
Q2 2024
Added 2.9%
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
61,484
shares
|
$10.7 Million
0.73% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 30, 2024 Q2 2024 |
61,279
shares
|
$10.7 Million
1.27% of portfolio
|
Q2 2024
Added 1.28%
|
|
Emerald Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
61,263
shares
|
$10.7 Million
1.49% of portfolio
|
Q2 2024
Added 0.41%
|
|
Grove Bank & Trust
|
Jul 24, 2024 Q2 2024 |
61,214
shares
|
$10.6 Million
1.58% of portfolio
|
Q2 2024
Added 10.51%
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
60,638
shares
|
$10.5 Million
2.37% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
Retirement Planning Group
|
Jul 12, 2024 Q2 2024 |
60,524
shares
|
$10.5 Million
0.69% of portfolio
|
Q2 2024
Reduced 3.94%
|
|
Daniels&Tansey,Llp
|
Nov 03, 2023 Q3 2023 |
60,472
shares
|
$10.5 Million
1.91% of portfolio
|
Q3 2023
Reduced 28.0%
|
|
Maryland Capital Advisors Inc.
|
Jul 25, 2024 Q2 2024 |
60,414
shares
|
$10.5 Million
5.28% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
60,076
shares
|
$10.5 Million
0.17% of portfolio
|
Q2 2024
Added 7.57%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
60,011
shares
|
$10.4 Million
0.12% of portfolio
|
Q2 2024
Added 66.34%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
59,518
shares
|
$10.4 Million
0.46% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
Tkg Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
59,425
shares
|
$10.3 Million
5.3% of portfolio
|
Q2 2024
Added 53.49%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Aug 15, 2024 Q2 2024 |
59,393
shares
|
$10.3 Million
1.04% of portfolio
|
Q2 2024
Added 18.17%
|
|
Mangham Associates,Llc
Charlottesville, VA |
Oct 16, 2023 Q3 2023 |
59,243
shares
|
$10.3 Million
15.27% of portfolio
|
Q3 2023
Added 5.37%
|
|
Btc Capital Management, Inc.
|
Jul 19, 2024 Q2 2024 |
58,860
shares
|
$10.2 Million
0.88% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Cutler Investment Counsel LLC
|
Jul 30, 2024 Q2 2024 |
58,404
shares
|
$10.2 Million
1.28% of portfolio
|
Q2 2024
Reduced 0.44%
|