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 2,150 institutions that hold shares in the stock, with a total of 493 Million shares, which have been reported (via 13F filing form) to have a value of $79.1 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
2,553,447
shares
|
$410 Million
4.93% of portfolio
|
Q1 2024
Added 0.72%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
2,512,897
shares
|
$403 Million
0.28% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
Churchill Management Corp
|
Apr 11, 2024 Q1 2024 |
2,484,245
shares
|
$398 Million
5.07% of portfolio
|
Q1 2024
Reduced 0.35%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 08, 2024 Q1 2024 |
2,419,306
shares
|
$388 Million
0.09% of portfolio
|
Q1 2024
Reduced 5.32%
|
|
Members Trust CO
|
Apr 25, 2024 Q1 2024 |
2,329,700
shares
|
$374 Million
11.32% of portfolio
|
Q1 2024
Reduced 6.57%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
2,271,534
shares
|
$364 Million
3.33% of portfolio
|
Q1 2024
Added 5.72%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
2,185,380
shares
|
$351 Million
0.86% of portfolio
|
Q1 2024
Added 203.89%
|
|
Mission Wealth Management, LP
|
Apr 30, 2024 Q1 2024 |
2,105,361
shares
|
$338 Million
9.08% of portfolio
|
Q1 2024
Added 9.26%
|
|
Permanens Capital L.P.
New York, NY |
May 15, 2024 Q1 2024 |
2,058,592
shares
|
$330 Million
41.2% of portfolio
|
Q1 2024
Added 37.23%
|
|
Choreo, LLC
Minneapolis, MN |
May 02, 2024 Q1 2024 |
1,907,084
shares
|
$306 Million
8.01% of portfolio
|
Q1 2024
Added 7.26%
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Apr 22, 2024 Q1 2024 |
1,831,415
shares
|
$294 Million
29.27% of portfolio
|
Q1 2024
Reduced 1.52%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
1,795,222
shares
|
$288 Million
0.48% of portfolio
|
Q1 2024
Reduced 0.84%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
1,772,376
shares
|
$284 Million
0.66% of portfolio
|
Q1 2024
Reduced 24.71%
|
|
Richard Bernstein Advisors LLC
|
May 09, 2024 Q1 2024 |
1,740,605
shares
|
$279 Million
6.42% of portfolio
|
Q1 2024
Added 184.18%
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
1,724,302
shares
|
$277 Million
0.92% of portfolio
|
Q1 2024
Reduced 4.09%
|
|
Scs Capital Management LLC
Boston, MA |
May 14, 2024 Q1 2024 |
1,473,108
shares
|
$236 Million
5.13% of portfolio
|
Q1 2024
Reduced 2.92%
|
|
Cbiz Investment Advisory Services, LLC
|
May 13, 2024 Q1 2024 |
1,406,498
shares
|
$226 Million
15.96% of portfolio
|
Q1 2024
Added 3.21%
|
|
Modera Wealth Management, LLC
|
May 14, 2024 Q1 2024 |
1,387,915
shares
|
$223 Million
3.46% of portfolio
|
Q1 2024
Added 5.13%
|
|
Facet Wealth, Inc.
|
May 07, 2024 Q1 2024 |
1,387,677
shares
|
$223 Million
7.54% of portfolio
|
Q1 2024
Reduced 13.52%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
1,366,292
shares
|
$219 Million
0.47% of portfolio
|
Q1 2024
Reduced 0.09%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
1,356,277
shares
|
$218 Million
1.84% of portfolio
|
Q1 2024
Reduced 4.7%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
1,354,420
shares
|
$217 Million
0.91% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,300,900
shares
|
$209 Million
0.25% of portfolio
|
Q1 2024
Added 1.87%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
1,293,269
shares
|
$207 Million
2.45% of portfolio
|
Q1 2024
Added 3.72%
|
|
Partners Capital Investment Group, LLP
Boston, MA |
May 14, 2024 Q1 2024 |
1,236,409
shares
|
$198 Million
7.6% of portfolio
|
Q1 2024
Reduced 49.48%
|