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 |
|---|---|---|---|---|---|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
36,648
shares
|
$6.6 Million
2.55% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
36,540
shares
|
$6.58 Million
2.34% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
36,406
shares
|
$6.56 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.68%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
36,406
shares
|
$6.56 Million
0.08% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
36,119
shares
|
$6.5 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
36,067
shares
|
$6.49 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
35,930
shares
|
$6.47 Million
1.62% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
35,906
shares
|
$6.47 Million
0.36% of portfolio
|
Q3 2024
Added 4.65%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
35,288
shares
|
$6.35 Million
1.74% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
35,252
shares
|
$6.35 Million
0.94% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Oct 24, 2024 Q3 2024 |
35,078
shares
|
$6.32 Million
3.2% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
35,041
shares
|
$6.31 Million
1.84% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
35,014
shares
|
$6.31 Million
0.23% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
34,760
shares
|
$6.26 Million
2.16% of portfolio
|
Q3 2024
Added 7.09%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
34,412
shares
|
$6.2 Million
0.66% of portfolio
|
Q3 2024
Added 2.93%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
34,396
shares
|
$6.19 Million
0.09% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
34,152
shares
|
$6.15 Million
0.13% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
34,116
shares
|
$6.14 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
34,112
shares
|
$6.14 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 24, 2024 Q3 2024 |
34,084
shares
|
$6.14 Million
3.53% of portfolio
|
Q3 2024
Reduced 15.07%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
33,933
shares
|
$6.11 Million
3.73% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
33,781
shares
|
$6.08 Million
0.48% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
33,700
shares
|
$6.07 Million
0.05% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
33,651
shares
|
$6.06 Million
2.23% of portfolio
|
Q3 2024
Added 14.76%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
33,594
shares
|
$6.05 Million
1.22% of portfolio
|
Q4 2023
Added 4.4%
|