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 |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
3,014,465
shares
|
$543 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
3,011,985
shares
|
$542 Million
0.47% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2,910,271
shares
|
$524 Million
3.4% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,741,128
shares
|
$494 Million
4.25% of portfolio
|
Q3 2024
Added 5.81%
|
|
|
Churchill Management Corp
|
Oct 15, 2024 Q3 2024 |
2,515,081
shares
|
$453 Million
5.08% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,279,319
shares
|
$410 Million
0.58% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
2,260,090
shares
|
$407 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
2,253,375
shares
|
$406 Million
0.89% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,198,818
shares
|
$396 Million
9.37% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,108,681
shares
|
$380 Million
5.38% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Members Trust CO
|
Oct 15, 2024 Q3 2024 |
2,068,348
shares
|
$372 Million
11.76% of portfolio
|
Q3 2024
Reduced 9.1%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,893,834
shares
|
$341 Million
17.17% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Pacific Life Fund Advisors LLC
Newport Beach, CA |
Oct 28, 2024 Q3 2024 |
1,803,256
shares
|
$325 Million
31.09% of portfolio
|
Q3 2024
Reduced 3.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,774,812
shares
|
$320 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,745,439
shares
|
$314 Million
0.06% of portfolio
|
Q3 2024
Reduced 23.99%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
1,639,211
shares
|
$295 Million
0.82% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,622,705
shares
|
$292 Million
7.86% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Richard Bernstein Advisors LLC
|
Nov 08, 2024 Q3 2024 |
1,611,681
shares
|
$290 Million
6.06% of portfolio
|
Q3 2024
Reduced 3.27%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
1,584,817
shares
|
$285 Million
2.99% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
1,506,793
shares
|
$271 Million
3.38% of portfolio
|
Q3 2024
Added 5.91%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
1,458,829
shares
|
$263 Million
0.93% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,428,737
shares
|
$257 Million
5.03% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,394,505
shares
|
$251 Million
0.26% of portfolio
|
Q3 2024
Added 4.9%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
1,366,708
shares
|
$246 Million
0.48% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
1,359,036
shares
|
$245 Million
1.19% of portfolio
|
Q3 2024
Added 2.17%
|